Home is the signed-in case home. It is not a dashboard, inbox, generic task
manager, notification center, or workflow pipeline.
Home shows what needs attorney attention, what case work is running, what
operational follow-up is moving, and where the visible case book stands.
New users see a short welcome letter the first time they open Home. After they
choose Let’s go, the acknowledgment is saved and, when the firm has no
cases yet and the user can create cases, the Add files flow opens.
The case flow is a cycle:
source material enters -> the case brain analyzes and updates the case -> follow-up, scheduling, forms, and signature workflows move forward -> attorney decides, approves, signs, or answers when needed -> the case file stays current
Home has four main pieces:
- For You.
- Pete activity.
- Add files.
- Cases.
Home keeps status source-focused. Status explains whether Pete is processing,
the workup is ready, the case waits on an outside event, or the attorney needs to decide.
If source processing fails before the case shell is usable, the processing page
explains the issue and offers a support prompt. Secondary case context can
explain whether the matter waits on the firm, Pete, the client, a provider, VA,
or the attorney without turning Home into a workflow board.
For You
For You is the attorney-facing decision queue. Each row names the task and the
client in plain language, such as Review workup for Jordan Miller, Confirm ITF
date for Avery Brooks, Review deadline plan for Nina Patel, or Review filing
for signature. Clicking a row opens the case with the selected action focused
in the agent column. The action block shows options directly when the task has
choices. Otherwise it shows one short action button such as Send, Approve,
Review, Sign, or Decide. Draft editing, booking-window choices, case-update
corrections, signature context, and decision details stay available when needed,
with case tabs beside the agent column for source review.
For You clears as the underlying card is handled. When there is nothing for the
attorney, it shows “Nothing for you right now.”
Pete
When case work is actively running, Home shows Pete activity near the page
header. The activity names the current work in plain language and shows how
many other active items are running. Click it to expand the list of running
Pete activity. When nothing is running, Home can show that Pete is ready.
Pete activity is not a waiting queue. It shows Pete’s work, while waiting on a
client, provider, VA, or firm user belongs in the case status, For You, or the
case workspace. Durable results stay attached to the case Activity log.
Add files
Add files starts the current signed-in VA file workflow. The user adds the
PDF source files or ZIP source packets the firm has now. PDFs create case
files when the source supports safe case creation. Files stay in source
review when identity, duplicate, billing, permission, readability, claimant, or
safe-import checks block automatic attachment. ZIP packets are inspected first,
then held for source review before case attachment. The records stay attached
to the case workspace through processing and later updates.
When Pete holds a file for source review, the review notice can move an
individual pending file into an existing case.
When the firm has no cases yet, the Pete empty state points the user to
uploading a file.
Cases
Cases lists visible cases in a sortable table. Rows show:
- case
- status
- estimated backpay, where a grounded estimate is available
- updated
Click a row to open the case. Review work happens in the case workspace, where
the source material, workup, gaps, Activity, forms, and attorney review context
stay together.
Working from Home
Home helps answer:
- what cases are visible
- what needs the attorney
- what work is running
- where to add files
- where to open the case workspace
Open the case, review the case context, make the decision or case update, and
record the result on the case. Last modified on August 14, 2026
