Record uploads are the front door for Pete v1. The firm opens a case, adds the available VA record, and reviews the attorney-ready work Pete prepares.
The first upload does not need to be complete. Start with the C-file, rating decisions, C&P exams, medical records, service records, notes, transcripts, and related files the firm already has.
Start From The Case
Create or open the case before adding records. Keep every file, note, correction, and review item attached to that case so the team does not have to rebuild context across tools.
Assign the staff member responsible for readiness and the attorney responsible for review before broad rollout. Ownership keeps follow-up and attorney judgment separate.
Add What You Have
Upload the available case record:
- C-file pages.
- Rating decisions.
- C&P exams.
- Medical records.
- Service records.
- Attorney notes.
- Staff notes.
- Transcripts or summaries.
- Related files the attorney expects to review.
Do not wait for a perfect record. Pete is useful when the firm starts with the messy file it already has and adds later materials to the same case.
Review What Pete Prepared
After records are added, review:
- Resource library.
- Living case file.
- Staff follow-up.
- Attorney review items.
- Work product for attorney review.
Pete supports attorney work. It does not replace attorney judgment, legal advice, or final work-product review.
Add Later Materials
As the case changes, add new files or plain-text notes to the same case. Use notes for staff observations, attorney notes, call summaries, or facts the firm needs to preserve with the record.
Keep duplicate uploads out of the case unless the earlier upload failed or the source file changed. Last modified on June 26, 2026
