> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pete.vet/llms.txt
> Use this file to discover all available pages before exploring further.

# Conversations

> Keep approved case communications tied to the case record.

Conversations stay with the case instead of being spread across inboxes, phone notes, video transcripts, and individual memory.

Case-bound communication records are available where enabled for the firm and approved for the data being handled.

Conversations enrich the case file. They stay attached to the case so the team can review them with the rest of the case. They do not turn Home into an inbox.

## What belongs in the case

Attach communication context that affects case work:

* Case notes.
* Client emails and document messages.
* Meeting summaries or transcripts where approved.
* SMS records where consent and firm policy allow.
* Attorney notes, call summaries, and other approved case 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 and verify the underlying message or note.

## Consent and sensitive data

Outbound SMS and voice workflows require appropriate consent. Do not route sensitive client, claimant, or veteran information through unapproved channels.