The case workspace is Pete’s primary unit of work. Each case keeps matter details, evidence, communications, tasks, workup output, and attorney review in one place.
Case-centered work
Use a case when the work needs durable context or a future audit trail. Notes, uploaded files, C-file workup, intake answers, and attorney corrections should attach to the case instead of living in disconnected tools.
What to keep in the case
Keep the durable record in the case:
- Intake answers and pre-consult context.
- Documents and C-file workup output.
- Relevant communications and meeting context.
- Deadlines and anchor dates.
- Attorney notes, strategy, and corrections.
Review before relying
Pete can help organize facts and produce source-grounded workup output, but attorneys remain responsible for legal judgment, client advice, and final work product. Review source citations and attorney corrections before relying on AI-assisted output.
Practical workflow
- Open the case from Cases or Desk.
- Review the current status, pending items, and recent case activity.
- Add or review documents and C-file workup.
- Check source-backed findings before using them in attorney work.
- Record corrections so future case answers improve.
Sensitive data
Do not paste case facts into unsupported third-party tools. Keep sensitive veteran data inside approved firm systems and Pete workflows configured for that data class. Last modified on June 22, 2026
