# Pete > Turn messy VA records into an attorney-ready living case file. Pete helps VA disability firms keep C-files, decisions, exams, medical records, notes, transcripts, Case info, Conditions, Evidence, Gaps, Outputs, Resources, deadlines, and cited work product centered on one case. Firms can start with the files and notes they have, then add later records or plain-text notes to the same case as it evolves. Clear source-backed updates show what changed, what is missing, who needs to act, and what the attorney must decide. The marketing site includes a persistent Ask Pete chat that answers product questions from current site content and public Mintlify docs. ## Site pages - [Pete - Turn messy VA records into an attorney-ready case file.](https://pete.vet/): Purpose-built for VA disability firms. Upload the C-file, decisions, exams, medical records, notes, and transcripts. Pete organizes the record, maps the evidence, surfaces unanswered questions, and prepares a cited workup for attorney review. - [About Pete](https://pete.vet/about): Pete builds case-knowledge software for VA disability attorneys and firms. - [Privacy Policy - Pete](https://pete.vet/privacy): Pete's privacy policy for VA disability practice software, case data, communications, AI processing, and privacy rights. - [Terms of Service - Pete](https://pete.vet/terms): Terms governing access to and use of Pete's VA disability practice software. ## Pete Blog - [Pete Blog](https://pete.vet/blog): Published guides for VA disability practice, case work, and firm operations. - [Firm Operations and AI](https://pete.vet/blog/firm-operations-ai): VA disability case management, AI C-file analysis, cited AI answers, data retention, deadline workflows, and conversation capture for law firms. - [C-file Workup](https://pete.vet/blog/c-file-workup): C-file review, document segmentation, rating decision review, service treatment record extraction, evidence gaps, and source-cited case timelines. - [Exam Adequacy](https://pete.vet/blog/exam-adequacy): C&P exam adequacy, DBQ review, medical opinion rationale, rating-criteria defects, and exam issues that change VA appeal posture. - [Toxic Exposure](https://pete.vet/blog/toxic-exposure): PACT Act screening, Camp Lejeune service evidence, burn pit presumptives, TERA issues, Agent Orange locations, and Gulf War claims. - [Rating and Evidence](https://pete.vet/blog/rating-and-evidence): Conditions matrices, TDIU screening, secondary service connection, nexus evidence, SMC issue spotting, and combined rating analysis. - [Fees and Compliance](https://pete.vet/blog/fees-and-compliance): 38 CFR 14.636, VA accreditation, fee agreements, direct pay, 21-22a workflows, and representation compliance for VA disability firms. ## Published guides - [VA Accreditation Verification for Attorneys: How to Check, Onboard, and Stay Compliant](https://pete.vet/blog/fees-and-compliance/va-accreditation-verification-for-attorneys): How to use the OGC accreditation search, what it returns, and what firms need to verify before onboarding new attorneys or agents. Target query: VA accreditation verification for attorneys. - [PACT Act Exposure Screening at Intake: What Firms Need to Capture](https://pete.vet/blog/toxic-exposure/pact-act-exposure-screening-intake): How VA disability firms structure intake to surface burn pit locations, qualifying service periods, MOS, diagnoses, and presumptive flags under the PACT Act. Target query: PACT Act exposure screening intake. - [Zero Data Retention AI for VA Records: What Firms Need to Know](https://pete.vet/blog/firm-operations-ai/zero-data-retention-ai-va-records): Using AI tools on veteran medical and legal records creates data custody questions firms must answer before deployment. Here is what the rules require. Target query: zero data retention AI legal software VA records. - [How to Build a VA Conditions Matrix for Disability Claims](https://pete.vet/blog/rating-and-evidence/va-conditions-matrix-disability-claims): A conditions matrix maps every claimed, granted, denied, secondary, and increase issue in a case so nothing gets missed before filing. Target query: VA conditions matrix for disability claims. - [38 CFR 14.636 Attorney Fees in VA Disability Cases](https://pete.vet/blog/fees-and-compliance/38-cfr-14636-attorney-fees-va-disability): How 38 CFR 14.636 governs when VA attorneys and agents can charge fees, how direct pay works, and what makes a fee agreement reasonable. Target query: 38 CFR 14.636 attorney fees VA disability. - [C&P Exam Adequacy Checklist](https://pete.vet/blog/exam-adequacy/cp-exam-adequacy-checklist): What makes a C&P exam adequate or inadequate under VA rules, and how firms can spot defects before a rating decision locks in. Target query: C&P exam adequacy checklist. - [Cited AI Answers for VA Disability Case Files](https://pete.vet/blog/firm-operations-ai/cited-ai-answers-for-legal-case-files): AI answers are only as useful as their sources. Here is how to evaluate citation quality, verify claims, and handle uncertainty in VA case file work. Target query: cited AI answers for legal case files. - [Why VA Disability Case Management Needs Its Own System](https://pete.vet/blog/firm-operations-ai/va-disability-law-firm-case-management): Generic PI software wasn't built for ITF deadlines, AMA lanes, C&P adequacy review, or accreditation rules. Here's what VA-specific case management actually requires. Target query: VA disability law firm case management. - [AI C-File Analysis for VA Disability Attorneys](https://pete.vet/blog/firm-operations-ai/ai-c-file-analysis-va-disability-attorneys): What AI can extract from a C-file, where citations keep that output usable, and which decisions must stay with a licensed attorney. Target query: AI C-file analysis for VA disability attorneys. - [VA C-file Workup Checklist](https://pete.vet/blog/c-file-workup/va-c-file-workup-checklist): A structured C-file workup turns a raw claims file into a cited case record. This checklist covers document segmentation, chronology, conditions, exams, and evidence gaps. Target query: VA C-file workup checklist. ## Alternatives and comparisons - [Alternative to Harvey for VA disability attorneys](https://pete.vet/alternatives/harvey-ai-alternative-va-disability-practice): Harvey is a broad legal AI platform for law firms and professional services teams. Pete is narrower: a VA disability case workup engine that turns C-files, notes, and later records into reviewable case work. Target query: alternative to Harvey for VA disability attorneys. - [Alternative to CoCounsel for VA disability practice](https://pete.vet/alternatives/cocounsel-alternative-va-disability-practice): CoCounsel is built around professional legal AI, research, analysis, and drafting. Pete is built around VA case records and the workup that happens before the attorney signs off. Target query: alternative to CoCounsel for VA disability practice. - [Alternative to Spellbook for VA disability firms](https://pete.vet/alternatives/spellbook-alternative-va-disability-practice): Spellbook is focused on contract drafting and review. Pete is focused on VA disability case records, evidence gaps, and attorney-ready case workups. Target query: alternative to Spellbook for VA disability firms. - [Alternative to Clio for VA disability practice](https://pete.vet/alternatives/clio-alternative-va-disability-practice): Clio is broad legal practice management. Pete is a focused case workup engine for VA disability firms that need records, condition evidence, gaps, outputs, and attorney review in one case workspace. Target query: alternative to Clio for VA disability practice. - [Alternative to Filevine for VA disability firms](https://pete.vet/alternatives/filevine-alternative-va-disability-practice): Filevine is a broad legal platform with case management and AI across matters. Pete is narrower and VA-specific: the case workup engine for C-files, condition evidence, gaps, and reviewable outputs. Target query: alternative to Filevine for VA disability firms. - [Alternative to MyCase for VA disability practice](https://pete.vet/alternatives/mycase-alternative-va-disability-practice): MyCase is broad practice and case management. Pete is a VA-specific workup engine for the records, questions, condition evidence, gaps, and attorney review work inside a disability case. Target query: alternative to MyCase for VA disability practice. - [Alternative to Smokeball for VA disability firms](https://pete.vet/alternatives/smokeball-alternative-va-disability-practice): Smokeball is practice management with document automation, time tracking, billing, and AI assistance. Pete is a VA-specific engine for case-record workup and attorney review. Target query: alternative to Smokeball for VA disability firms. - [Alternative to Litify for VA disability practice](https://pete.vet/alternatives/litify-alternative-va-disability-practice): Litify is a broad cloud legal platform for case management, analytics, workflows, and AI. Pete is narrower: a VA disability case workup engine centered on records and attorney review. Target query: alternative to Litify for VA disability practice. - [Alternative to Lawmatics for VA disability case workup](https://pete.vet/alternatives/lawmatics-alternative-va-disability-practice): Lawmatics is focused on legal CRM, intake, marketing automation, and lead follow-up. Pete focuses on the VA case after records exist: C-file workup, Conditions, Evidence, Gaps, Outputs, and attorney review. Target query: alternative to Lawmatics for VA disability firms. - [Alternative to Case Status for VA disability firms](https://pete.vet/alternatives/case-status-alternative-va-disability-practice): Case Status is focused on client engagement and case updates. Pete focuses on the internal VA case record: C-file workup, condition evidence, missing-record follow-up, and attorney review. Target query: alternative to Case Status for VA disability firms. ## Homepage features - [Product](https://pete.vet/#product): The Product section explains Pete's case workspace: Case info, Conditions, Evidence, Gaps, Outputs, Resources, deadlines, and review-ready work product stay together as later records or notes are added. - [Resources](https://pete.vet/#resource-library): Pete keeps C-files, decisions, exams, medical records, notes, transcripts, and related files with the case. Firms can add later records or plain-text notes to the same case. - [Conditions](https://pete.vet/#case-file): Pete keeps condition posture, evidence, deadlines, gaps, conflicts, sought outcomes, and attorney-review needs visible as the record changes. - [Case review](https://pete.vet/#case-review): Pete gives the team a review surface that stays connected to the supporting case materials and makes important changes reviewable. - [Gaps](https://pete.vet/#tasks): Pete keeps missing providers, conflicting dates, unclear documents, deadline verification, and facts that need confirmation visible as staff-resolvable follow-up. - [Human review](https://pete.vet/#attorney-review): Pete routes important, uncertain, legal, and strategy-sensitive changes to the right reviewer so responsibility stays clear. - [Outputs](https://pete.vet/#work-product): Pete prepares cited outputs and work product for attorney review with supporting case materials close by. - [Built intentionally for VA practice](https://pete.vet/#why-pete): Pete is built around the documents, evidence patterns, deadlines, and attorney review moments of VA disability practice instead of generic case management with a chat box bolted on. - [Trust and security](https://pete.vet/#trust): Pete is designed for C-files, medical records, service records, call transcripts, attorney notes, and AI-assisted case work, with tenant isolation and human review in the product surface. - [Common questions](https://pete.vet/#questions): Direct answers for VA disability firms evaluating Pete, including who Pete is for, what it prepares, how it differs from analyzers or generic case management, and how attorney review stays in control. - [Get started](https://pete.vet/#demo): The homepage CTA asks VA disability firms to start with one messy case record, upload the files and notes they have, add more as they arrive, and review the case file Pete prepares. ## On-page Ask Pete - [Marketing Ask Pete](https://pete.vet/): Persistent on-page chat that answers product and support questions from current marketing content and public Mintlify docs, with citations. - Case Ask Pete: Authenticated, per-case assistant scoped to available case materials. It answers from records, notes, tasks, and workup output with source citations, explicit uncertainty, and review boundaries. - [Trust](https://pete.vet/#trust): Public trust and AI-safety source for cited Ask Pete answers about security, retention, and uncertainty. ## Common discovery questions - Query: What software helps VA disability firms turn C-files into attorney-ready case workups? Answer: Pete is a VA disability case workup engine. Firms upload the C-file, decisions, exams, medical records, notes, transcripts, and later records; Pete keeps them tied to one living case file and prepares cited Conditions, Evidence, Gaps, Outputs, and attorney-review context. - Query: Who is Pete for? Answer: Pete is for VA-accredited attorneys and the firms they run. Pete is not a veteran-facing directory, marketplace, open intake front door, or general consumer benefits app. - Query: How is Pete different from a C-file analyzer? Answer: Pete does more than analyze a one-time upload. It keeps Case info, Conditions, Evidence, Gaps, Outputs, Resources, deadlines, and cited work product current as later records or plain-text notes arrive. - Query: How does Pete keep attorneys in control? Answer: Pete prepares reviewable case work and routes important, uncertain, legal, deadline-related, or strategy-sensitive changes to human review. Accredited attorneys make the judgment calls. - Query: Does Pete provide legal advice to veterans? Answer: No. Pete is not a law firm and does not provide legal advice. Pete serves attorneys and firms by organizing records, surfacing uncertainty, and preparing attorney-reviewable work product. ## Product Q&A - What is Pete? Pete turns messy VA records into an attorney-ready living case file. Drop in the C-file, decisions, exams, medical records, notes, transcripts, and related files you have now, and Pete keeps Case info, Conditions, Evidence, Gaps, Outputs, Resources, deadlines, and cited work product together. Add later records or plain-text notes to the same case as it evolves. - Who is Pete for? Pete is for VA-accredited attorneys and the firms they run. It is designed for attorneys handling VA disability claims, appeals, HLRs, supplemental claims, BVA hearings, and CAVC referrals. - How is Pete different from C-file analyzers? Pete is not just a document analyzer. It keeps the case workup 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? Pete prepares Case info, condition detail views, Evidence, Gaps, deadline context, source-backed findings, and cited Outputs in one case file so the team can review the case without stitching it together across tools. - What happens after I upload records? Pete keeps the records with the case and prepares the case file for staff readiness work and attorney review. If more files or notes arrive later, add them to the same case. Pete keeps the living case file current and surfaces what changed, what is missing, who needs to act, and what the attorney must decide. - Can Pete answer questions across an entire case? Yes. Pete answers from the case materials available to it, points back to the supporting material, and says when the record does not prove the answer or when attorney review is required. - How does Pete keep attorneys in control? Pete prepares the case file for review, but attorney judgment stays visible, 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? Pete is designed around no-training vendor terms for customer case data. Sensitive AI workflows run only through vendor paths approved for the data being processed and the firm's compliance requirements. ## Tools - [Tools for Veterans - Pete](https://pete.vet/tools): Free VA disability tools from Pete. Start with a complete VA disability rating calculator with whole-person math, bilateral factor support, VA rounding rules, and monthly compensation estimates. - [Complete VA Disability Rating Calculator](https://pete.vet/tools/va-rating-calculator): Free VA combined rating calculator with whole-person math, bilateral factor, VA rounding rules, and monthly compensation estimates. ## More - [Full LLM context](https://pete.vet/llms-full.txt): Expanded product, route, feature, and Q&A summary - [Agent instructions](https://pete.vet/agents.txt): Public agent-facing product, safety, and discovery guidance - [Sitemap](https://pete.vet/sitemap.xml): Canonical URL list for public, indexable pages