Conversations should stay with the case instead of being spread across inboxes, phone notes, video transcripts, and staff memory.
Pete supports case-bound communication records where enabled for the firm and approved for the data being handled.
What belongs in the case
Attach communication context that affects case work:
- Consult notes.
- Client emails and document messages.
- Meeting summaries or transcripts where approved.
- SMS records where consent and firm policy allow.
- Staff notes that explain next steps or strategy context.
Search and source context
When communications are tied to the case, attorneys can ask questions with more complete context. Case answers should cite the source record so the attorney can verify the underlying message or note.
Consent and sensitive data
Outbound SMS and voice workflows require appropriate consent. Do not route sensitive veteran information through unapproved channels. Last modified on June 22, 2026
