01
Upload what you have.
Start with the C-file, decisions, exams, medical records, notes, transcripts, or partial files already on hand.
Turn messy VA records into an attorney-ready case workup.
In most firms, one VA case lives scattered across portals, folders, inboxes, calendars, and notes. The record, gaps, deadlines, and review items come back together and keeps the workup current as new material arrives.
What the record becomes for review.
One case workspace shows what is present, what is missing, what changed, and what needs attorney review.
02
Build the living case file.
The case record becomes one organized workspace for conditions, evidence, gaps, resources, deadlines, and outputs.
03
Evidence is organized by condition.
Each issue shows the available support, sought outcome, source-backed findings, and open review needs.
04
Gaps become staff follow-up.
Missing records, conflicting facts, unclear dates, and deadline checks stay visible instead of buried in the file.
05
Attorney judgment stays separate.
Legal calls, strategy questions, and uncertain facts become attorney-review items, not automatic conclusions.
06
Review cited work product.
Draft outputs stay beside their source context, open gaps, and attorney decisions so the firm can verify the work.
Built intentionally for VA practice.
The workflow follows the documents, evidence patterns, deadlines, and attorney review moments of VA disability practice. It is not broad practice management, open intake, or a generic document chat tool. It is built for the workup that happens before the attorney signs off.
C-file and case records
Organized inside the case workup
Rating decisions
Summarized for source-backed review
C&P exams
Connected to conditions and review items
VA treatment records
Kept with supporting context
Private medical records
Tracked as present or missing
AMA appeal lanes
Preserved as case posture for attorney review
Legal deadlines
Surfaced for verification
Attorney corrections
Kept with the reviewed work product
Built for the most sensitive data in law.
C-files, medical records, service records, notes, transcripts, attorney strategy, and AI-assisted case work are sensitive. Tenant isolation, source context, and human review are part of the product surface.
Built toward the SOC 2 bar
Security controls designed around SOC 2 Type II expectations, with evidence collection and operational review built in.
Veteran records treated as sensitive
Sensitive workflows are designed around approved vendor paths, PHI handling controls, and veteran-record safeguards under 38 USC 5701 and 7332.
Encryption
At rest and in transit. Tenant isolation by default.
AI retention controls
PHI-bearing AI processing is gated to approved provider configurations and no-training vendor terms.
Cited updates and work product
Every fact, gap, question, and workup finding traces back to a source page, transcript, note, or file.
Explicit uncertainty
Facts without support and judgment calls become review work instead of hidden assumptions.
Questions VA firms ask before the first case.
Try Pete on one real VA case.
Bring the files and notes you have. Review the workup, verify the sources, and decide whether Pete earns the next case.