New in Vala: Instant Document Search, Call Upgrades, and Tasks

Most of our work this month went into improvements under the hood, especially deeper document analysis and better AI responses.

Advocates across VA-accredited firms and veteran organizations nationwide are now using Vala to prepare claims faster and handle more cases with the same staff.

We also shipped several features advocates you’ll notice immediately.

— Kyle, James, Steven, JD, Justin

Finding something in thousands of pages of client records used to mean opening PDFs one by one and hoping you remembered where it was.

Now you can instantly search every document in a client’s file, including handwritten notes.

Just go to Client → Documents and type any keyword.

The Calls page has been rebuilt so everything lives in one place.

You can now:

• Dial any number
• Call existing clients directly
• See all call logs and transcripts
• Extract client data from the conversation with one click

After a call ends, Vala captures the relevant details and applies them directly to the client profile — no more switching between tools to capture call notes.

All your tasks now live on a single page so nothing slips through the cracks.

From Sidebar → Tasks, you can:

• Manage due dates
• Turn tasks into reusable templates
• Group tasks into checklists
• Automatically create checklists through automations

This helps standardize your workflow so every case runs the same way.

Vala already extracts your clients’ conditions and ratings from their documents. We’re working on major improvements to make this even more thorough.

Soon you’ll be able to see:

• Conditions and ratings extracted more accurately across the full C-File
• Timelines showing how conditions and claims evolved over time
• Related claim documents surfaced alongside each condition and rating

The goal is to make it easier to understand a veteran’s full claim history at a glance.

Soon you'll be able to fill out VA forms directly from chat.

Just type something like: “Fill out a 21-4138 using the client’s knee problems.”

Vala will generate the form automatically and handle any edits you request.

No copying, pasting, or manual formatting.

We’re building an AI review step that scans a client’s service history for presumptive conditions and flags them automatically.

This helps ensure no eligible rating opportunities are missed.

If you run into a bug or have a feature request, click Get Help in the bottom-left of the sidebar. It routes directly to our team and helps us move faster.

And if you’d rather talk it through, just reply to this email.