Note
Do not convert the job-loss mental health note into rating strategy until attorney review is complete.
Alex Rivera
Jun 22, 3:20 PM
The case workup engine for VA disability firms.
In most firms, one VA case is scattered across portals, folders, inboxes, calendars, and notes. Pete brings the C-file, notes, deadlines, and strategy back together and keeps the workup current as the record changes.
What Pete does best.
Pete keeps Case info, Conditions, Evidence, Gaps, Outputs, Resources, deadlines, and review-ready work product 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
Pete builds the living case file.
Case info, 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.
Pete flags judgment calls and uncertain facts instead of treating them as 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.
Pete is built around 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.
Pete is designed for C-files, medical records, service records, notes, transcripts, attorney strategy, and AI-assisted case work. 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
When Pete cannot prove a fact or the change needs judgment, it becomes review work instead of a hidden assumption.
Questions VA firms ask before the first case.
Try Pete on one real VA case.
Bring the messy file. Pete builds the workup, keeps changes reviewable, and shows whether the product earns the next case.