> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valaclaims.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start

> Follow the core Vala workflow from setup through reviewed outputs.

## 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

<Steps>
  <Step title="Confirm your organization">
    Make sure you are working in the correct organization before adding information.
  </Step>

  <Step title="Create or open a Client">
    Use the Client record that corresponds to the veteran whose matter you are preparing.
  </Step>

  <Step title="Add available records">
    Add only records your organization is authorized to process.
  </Step>

  <Step title="Review the matter">
    Use available Documents, Conditions, Claims, Tasks, and Ask Vala to support your review.
  </Step>

  <Step title="Prepare outputs">
    Create the reports, forms, or signature requests appropriate to the matter.
  </Step>

  <Step title="Verify before use">
    Review source information and generated output before sharing, filing, or relying on it.
  </Step>
</Steps>

## 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

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

## Related pages

<CardGroup cols={2}>
  <Card title="Client record overview" icon="user" href="/veteran-records/create-a-veteran">Learn how Client records are organized.</Card>
  <Card title="Ask Vala" icon="messages" href="/ai/chat-with-vala">Use AI as a research aid and verify the sources.</Card>
</CardGroup>