For attorneys and claims agents
The first question a firm asks is who can read the file. The answer here is arithmetic, not a setting.
Which one am I?
An attorney is a member in good standing of a State bar who has met VA's standards (38 CFR 14.627(d)). A claims agent has met the same standards, with a written examination in place of the bar (38 CFR 14.627(c), 14.629(b)).
VA's Office of the General Counsel accredits both in your own name, on your own application (38 CFR 14.629(b)) — and only accredited agents and attorneys may charge fees, under a fee agreement (38 CFR 14.636(b)).
Also a service organization representative? The claim's power-of-attorney form decides the hat: through the organization, no fee; in your own name on VA Form 21-22a, the fee rules apply (38 CFR 14.631(a), 14.636(b)).
Keys only your firm holds
Your firm's key is made at registration, wrapped under your people's passwords and a recovery code you hold.
Whoever runs the server cannot read your records — not the case file, not a document, not a claims file mid-upload. A test proves each one.
The honest cost: lose every password and the recovery code, and the records are gone.
The money
Fee terms are yours. Under a direct-pay agreement of 20 percent or less, the fee comes from VA, out of past-due benefits, after the Veteran is paid — money the firm has earned, not client money held (38 CFR 14.636(h)(1)). A larger fee is the claimant's to pay (38 CFR 14.636(g)(2)). The software records fees and expenses; it never holds or moves money.
The software itself: one price for each person who uses it. No plans, no bundles and no discounts — nobody pays less than you do.
Filed documents do not change
A filed document is sealed. A later change is a new version that names what it replaces, so what was filed stays exactly what was filed.
The whole claims file, in
A ZIP of several hundred scans is read, sorted, de-duplicated and filed as evidence, with page numbering stamped onto a copy.
What a document appears to be is recorded as recorded — never as verified until a person verifies it.