Skip to main content

​
Overview

Use this guide as a map of the core Vala workflow. The exact tools available depend on your organization and role.

​
When to use

Use Quick Start during onboarding or when you want to understand the end-to-end claim-preparation flow.

​
Prerequisites

  • An active Vala account
  • Access to the appropriate organization
  • A veteran matter your organization has approved for use

​
Step-by-step

1

Confirm your organization

Make sure you are working in the correct organization before adding information.
2

Create or open a Client

Use the Client record that corresponds to the veteran whose matter you are preparing.
3

Add available records

Add only records your organization is authorized to process.
4

Review the matter

Use available Documents, Conditions, Claims, Tasks, and Ask Vala to support your review.
5

Prepare outputs

Create the reports, forms, or signature requests appropriate to the matter.
6

Verify before use

Review source information and generated output before sharing, filing, or relying on it.

​
Best practices

  • Begin with a complete, correctly identified Client record.
  • Keep source review and human approval in the workflow.
  • Follow your organization’s naming and quality-control conventions.

​
Common mistakes

Do not upload information to the wrong organization or Client record. Confirm context before you begin.

Client record overview

Learn how Client records are organized.

Ask Vala

Use AI as a research aid and verify the sources.