This month was focused on strengthening the foundation of Vala across every stage of the claims workflow. We shipped major improvements to case management, document handling, client communication, AI-assisted work product, and workflow automation, making it easier to manage larger caseloads and keep work moving forward. While many of these updates are behind the scenes, together they make Vala faster, more reliable, and better equipped to serve as the central system for managing veterans, documents, workflows, and claim development.

As always, thank you for the feedback that continues to shape the platform and guide what we build next. We'll also be at NACVSO this month, so if you're attending, come say hi. We always enjoy connecting in person and hearing how teams are using Vala day to day.

Kyle, James, Justin, Lenaire, and JD

What shipped

Client & Case Management

Better client records, navigation, search, filtering, notes, tasks, reminders, and condition management.

  • Improved client and claim navigation

  • Better filtering and sorting across larger caseloads

  • More flexible client profile fields

  • Improved search behavior

  • Clearer activity tracking, notes, and reminders

Document Management

Significant improvements to how teams manage records and evidence.

  • Improved upload reliability

  • Better document visibility controls

  • Improved search by filename and title

  • Faster performance with large document libraries

  • Easier document review and management

Client Portal & Communication

A more seamless experience for both your team and your clients.

  • Easier portal access

  • Improved invite workflows

  • More reliable messaging and attachments

  • Better document visibility for clients

  • Improved notifications

AI & Assisted Workflows

Continued improvements to report generation and document analysis.

  • Better report-style outputs

  • Improved citations and references

  • Better chat continuity

  • Easier export of generated work product

  • Improved handling of larger records

Workflow Automation

More automation across the client lifecycle.

  • Expanded automation capabilities

  • Improved workflow configuration

  • Better task, reminder, and document actions

  • More flexible user roles and permissions

  • Enhanced team visibility and reporting

Reliability & Performance

Continued improvements across performance, usability, and reliability throughout the platform.

  • Improved tables and performance

  • Better notifications

  • Fewer document and form edge cases

  • Improved status indicators throughout the platform

What we’re building next

Faster Navigation Across Large Caseloads

As firms manage more veterans, speed matters.

We're working on:

  • Client preview panels that let you view client information without leaving your current workflow

  • Faster navigation across large client lists

  • Reduced clicking and context switching between records

  • More efficient review workflows for high-volume teams

Smarter Document Organization

Many firms are now managing thousands of documents inside Vala.

We're building:

  • Better library organization tools

  • Document tagging and categorization

  • Improved search and filtering

  • More consistent organization across Documents and Library

Expanded Forms & Signature Workflows

We're continuing to invest in making Vala the central place to prepare, send, sign, and manage documents.

Expect:

  • More flexible document packages

  • Expanded form automation

  • Improvements to vSign

  • Fewer manual steps between intake and completed forms

Workflow Automation

We're continuing to automate more of the repetitive work that slows teams down.

Expect:

  • Additional workflow triggers and actions

  • More status-based automation

  • Improved team assignment workflows

  • Less manual case management

Reliability & Performance

We'll continue improving the everyday experience throughout the platform.

Expect:

  • Faster document processing

  • Improved performance across larger datasets

  • More polished table and workspace experiences

  • Continued fixes to reduce workflow edge cases and dead ends

Ask

Many of the improvements we build come directly from customer feedback.

If you've been using Vala recently, we'd love to hear what's working, what's frustrating, and what you'd like to see next. Whether it's forms, document management, workflows, AI outputs, or something entirely different, your feedback helps shape our roadmap.

You can reply directly to this email, reach out through the platform, or stop by and say hello if you're attending NACVSO this month.

We're always looking for ways to help you serve more veterans while spending less time on administrative work.

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