Record uploads are the start of the active case workup. The firm uses Add
files from Home or opens an existing case, adds the C-file or available VA
records, and reviews the attorney-ready workup.
The first upload does not need to be complete. For VA cases, 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 Add Files Or The Case
Use Add files when the firm has source material that needs to be organized
into the case record. Use the case workspace when the team already knows which
case the material belongs to. 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 attorney responsible for review before broad rollout. The case record is prepared inside the product, and only attorney-owned decisions, signatures, approvals, or answers return to the attorney.
Add What You Have
Upload the available case record:
- C-file pages for VA matters.
- VA rating decisions, C&P exams, and service records.
- Medical records.
- Attorney notes.
- Firm notes.
- Transcripts or summaries.
- Related files the attorney expects to review.
Do not wait for a perfect record. Start with the messy file the firm already has and add later materials to the same case.
Archive and folder packets are different from ordinary case uploads. ZIP source
packets stay out of case resources until the packet structure, file paths,
expanded size, encryption state, nested archives, and compression behavior have
passed source-packet inspection. If the ZIP is uploaded from Add files, choose
the existing case before Pete imports the inspected child files. If the ZIP is
uploaded from a case workspace, Pete imports valid inspected child files into
that case. Unsupported, oversized, unsafe, or likely wrong-case child files stay
out of the case and remain marked for review or rejection. Upload individual
case sources when the team already knows exactly what belongs in the case. For
an unsorted desktop folder, zip the folder for source-packet review or unpack
the packet and upload the individual source files.
The selected upload type is a starting hint. Readable files keep searchable
text, source type, and case attachment together. C-files, decisions, exams,
DBQs, medical records, notes, transcripts, and other readable files become
cited case sources. Unclear source type or text quality is marked as a source issue instead of becoming an unreliable label.
Review the prepared work
After records are added, review:
- The case header, processing or blocker context, combined rating context, and source-reader access where available.
- Conditions, Timeline, VA Forms, and condition-specific workspaces.
- Source-backed client profile facts and case details where available.
- Case Activity, summaries, citations, attorney decisions, editable draft VA forms, and other outputs where available.
The workup supports attorney work. It does not replace attorney judgment, legal advice, or final work-product review.
When new records suggest a case update, safe source-backed context stays current. Important, uncertain, deadline-related, legal, or strategy-sensitive changes require attorney review before the case relies on them.
When a new record creates reviewable changes, Activity records a new-source
digest: what changed, what needs attorney review, and which source material triggered the update.
Add Later Materials
As the case changes, add new files or plain-text notes to the same case. Use notes for attorney notes, call summaries, source observations, 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.
If processing fails, use the case or support processing surfaces to retry or
classify the failure instead of re-uploading blindly. Re-upload only when the
source file is wrong, unreadable, or actually changed. Last modified on August 13, 2026
