Client Features and Functions
Written By Ria An
Last updated 3 months ago

Designed to centralize client information, Vala helps automate and accelerate form completion.
Generate and Process Forms
Generate Forms:
Click “Add Forms” to effortlessly generate forms from your organization and client data. Currently, we support:
20-0995 Decision Review Request: Supplemental Claim
20-0996 Decision Review Request: Higher-Level Review
21-0966 Intent to File a Claim for Compensation and/or Pension, or Survivors Pension and/or DIC
21-22a Appointment of Individual as Claimant’s Representative
21-4138 Statement in Support of Claim

Review and Edit Forms:
Edit a Form: Click the form to open and edit details on a separate tab.
IMPORTANT: Follow the steps below to ensure your form changes are reflected on Vala.
You will need to save and download the changes to your computer.
Click “⋮” to “Upload Edited PDF” to reflect changes to your form.
Download: Click “⋮” to “Download” the pre-filled forms.
Send to Client: Click “⋮” to “Send to Client” to view your form options in a new tab. You will be able to assign dates, signatures, and initials fields. Once the form is sent, your file will be moved to “Awaiting Signature.”
Download the file
Email the form directly
Provide a link to your client for review

Review and Submit to VA:
Once your client has signed the form through Signwell, the form will automatically be moved to “Review and Submit to VA”
Submitted to VA:
Coming soon!
Add Client Documents:

Upload Documents:
Click “Select Files” to add any relevant client documentation to your case.
Organize Documents:
Click the “⋯” button to the right of the file to edit and organize your document
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Category
Notes
Linked Claims