Messy VA records become an attorney-ready living case file. Drop in the C-file, decisions, exams, medical records, notes, transcripts, and related files you have now, and Case info, Conditions, Evidence, Gaps, Outputs, Resources, deadlines, and cited work product stay together. Add later records or plain-text notes to the same case as it evolves.

VA-accredited attorneys and the firms they run are the audience. The workflow fits attorneys handling VA disability claims, appeals, HLRs, supplemental claims, BVA hearings, and CAVC referrals.

How is Pete different from C-file analyzers?

The case workup stays current as the case evolves. Firms can add more files or plain-text notes over time without restarting the workup, while important or uncertain changes become review work instead of silent changes.

What does Pete prepare for review?

Case info, condition detail views, Evidence, Gaps, deadline context, source-backed findings, and cited Outputs appear in one case file so the team can review the case without stitching it together across tools.

What happens after I upload records?

The records stay with the case, and the case file is prepared for staff review work and attorney review. If more files or notes arrive later, add them to the same case. The living case file stays current and shows what changed, what is missing, who needs to act, and what the attorney must decide.

Can Pete answer questions across an entire case?

Yes. Answers come from the available case materials, point back to the supporting material, and say when the record does not prove the answer or when attorney review is required.

How do attorneys stay in control?

The case file is prepared for review, but attorney judgment stays reviewable and explicitly assigned to the attorney. Legal and strategy-sensitive changes become review work instead of being treated as automatic conclusions.

Does Pete use client data to train AI models?

Customer case data uses no-training vendor terms where sensitive AI workflows run through vendor paths approved for the data being processed and the firm's compliance requirements.

The case workup engine for VA disability firms.

Scattered VA case records become a current, review-ready workup
so attorneys spend less time rebuilding the file and more time making judgment calls.

Start with one case Book a demo

NewConditions detail view

Right Knee StrainAttorney direction: Hold right knee rating strategy until staff obtains the private orthopedic records referenced in the intake notes.Evidence review30 days to Supplemental claim deadline

Posture: Evidence review

VA reasons-and-bases: Rating decision · Continued, 10% · Sep 3, 2025

Vulnerability: Request private orthopedic treatment records before attorney review.

Proof element	Status	Evidence in file
Current diagnosis	Supported	Private orthopedic treatment is referenced in intake notes but is not attached to the record.
Service event/exposure	Missing	No service-event or exposure evidence in the file — STR, personnel, or lay evidence would cure it.
Nexus	Missing	No nexus opinion in the file — an IMO would cure it.
Rating/severity	Weak	10%; severity evidence needs review.

PTSDAttorney direction: Resolve whether the post-decision job-loss note supports a higher PTSD evaluation before strategy signoff.Denied30 days to Supplemental claim deadline

Posture: Denied

VA reasons-and-bases: The September 2025 rating decision continued PTSD at 70 percent and did not address the later job-loss mental health note.

VA reasons-and-bases: Rating decision · Continued, 70% · Sep 3, 2025

Vulnerability: Compare the C&P exam against later VA mental health notes and preserve the severity conflict for attorney review.

Proof element	Status	Evidence in file
Current diagnosis	Supported	The exam is favorable on diagnosis, but it does not reconcile later functional evidence.
Service event/exposure	Supported	The C&P exam and later VA treatment note conflict on occupational impairment, so attorney review should resolve the rating period before strategy signoff.
Nexus	Missing	No nexus opinion in the file — an IMO would cure it.
Rating/severity	Supported	Recent VA mental health notes describe job-loss impact that was not addressed in the earlier exam.

In most firms, one VA case is scattered across portals, folders, inboxes, calendars, and notes. The C-file, notes, deadlines, and strategy come back together and keeps the workup current as the record changes.

What the case file does best.

Workspace, Conditions, Evidence, Gaps, Outputs, Resources, deadlines, and review-ready work product stay in one case workspace.

01

Upload the case records.

Start with the C-file, decisions, exams, medical records, notes, or whatever the team already has.

02

The case file stays current.

Workspace context, conditions, evidence, gaps, outputs, resources, notes, and deadlines stay tied to one case.

03

Conditions get a detail view.

Each issue shows status, evidence, sought outcome, deadlines, source-backed findings, and attorney-review needs.

04

Gaps become follow-up.

Missing records, conflicting facts, unclear dates, and deadline checks stay visible as staff-resolvable work.

05

Attorney calls stay human.

Judgment calls and uncertain facts become attorney-review items instead of automatic conclusions.

06

Review cited outputs.

The team reviews draft outputs and work product with source context, open gaps, and attorney decisions beside the case.

Built intentionally for VA practice.

The workflow follows the documents, evidence patterns, deadlines, and attorney review moments of VA disability practice. It is not generic case management. It is not a document toy. It is built for the work that happens before the attorney signs off.

C-file and case records

Kept with the case

Rating decisions

Ready for attorney review

C&P exams

Available beside the case file

VA treatment records

Kept with supporting context

Private medical records

Tracked in Resources and Gaps

AMA appeal lanes

Procedural posture preserved in the case file

Legal deadlines

Detected, reviewed, or marked not found

Attorney corrections

Kept with the reviewed outputs

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 messy file. Review the workup, keep changes reviewable, and see whether the product earns the next case.

Start with one case Book a demo

The case workup engine for VA disability firms.

Jordan Miller

HLR

SC

Board

Attorney direction

Document mentions

HLR

SC

Board

Attorney direction

History

Exams

Document mentions

What the case file does best.

Upload the case records.

The case file stays current.

Conditions get a detail view.

Gaps become follow-up.

Attorney calls stay human.

Review cited outputs.

Built intentionally for VA practice.

Built for the most sensitive data in law.

Built toward the SOC 2 bar

Veteran records treated as sensitive

Encryption

AI retention controls

Cited updates and work product

Explicit uncertainty

Questions VA firms ask before the first case.

Try Pete on one real VA case.

The case workup engine for VA disability firms.

Jordan Miller

HLR

SC

Board

Attorney direction

Document mentions

HLR

SC

Board

Attorney direction

History

Exams

Document mentions

What the case file does best.

Upload the case records.

The case file stays current.

Conditions get a detail view.

Gaps become follow-up.

Attorney calls stay human.

Review cited outputs.

Built intentionally for VA practice.

Built for the most sensitive data in law.

Built toward the SOC 2 bar

Veteran records treated as sensitive

Encryption

AI retention controls

Cited updates and work product

Explicit uncertainty

Questions VA firms ask before the first case.

What is Pete?

Who is Pete for?

How is Pete different from C-file analyzers?

What does Pete prepare for review?

What happens after I upload records?

Can Pete answer questions across an entire case?

How do attorneys stay in control?

Does Pete use client data to train AI models?

Try Pete on one real VA case.