Solutions
One system for veteran casework.
Veteran-serving organizations do careful, detailed work — usually across tools that were never meant to work together. VetLogic Pro replaces that patchwork with one connected system built around the veteran.
Without a connected system
With VetLogic Pro
Without a connected system: Veteran details in a spreadsheet, files in shared folders, conversations in personal inboxes.
With VetLogic Pro: One record per veteran with claims, documents, tasks, appointments and messages attached.
Without a connected system: Status updates rebuilt by hand before every team meeting.
With VetLogic Pro: A live dashboard and reports that read from the records your team already keeps.
Without a connected system: Follow-ups tracked in notebooks and memory.
With VetLogic Pro: Tasks with owners, priorities and due dates — overdue work is flagged.
Without a connected system: Requests to veterans sent by email and chased by phone.
With VetLogic Pro: Forms sent to the veteran’s portal, completed and signed there, and tracked to completion.
Without a connected system: Veterans call to ask where their claim stands.
With VetLogic Pro: Veterans can check claim progress, documents and appointments in their own portal.
Without a connected system: Handing off a case means forwarding emails and files.
With VetLogic Pro: A new case manager opens the veteran’s record and sees the full history.
The workflow
From first contact to decision, in one place.
Here is how a veteran’s case moves through VetLogic Pro — and how each step builds on the last.
Step 1
Veteran added
Create the veteran’s record with contact and service details, assign a case manager, and optionally send a portal invitation.
Step 2
Case underway
The veteran moves through your pipeline — Lead, Case Preparation, Submitted, Decision Received — with status visible to the whole team.
Step 3
Claims organized
Each claim records its type, conditions, dates and status, with its own tasks, documents, appointments and messages.
Step 4
Evidence and documents managed
Your team and the veteran upload files to the same record. Send forms for the veteran to complete and sign, and track them until they come back.
Step 5
Tasks and deadlines tracked
Every follow-up gets an owner, priority and due date. Overdue work stands out on the dashboard.
Step 6
Appointments coordinated
Schedule meetings, share them with the veteran when appropriate, and meet by phone or video when in-person isn’t practical.
Step 7
Communication centralized
Messages with the veteran stay on their record, so anyone on the team can see the conversation.
Step 8
Progress monitored
The dashboard and reports show caseload, claim status, workload and activity across the organization.
Connected information
Information connects around the veteran — not around the tool.
A document uploaded by the veteran appears on their record. A form they complete updates its request. A claim’s tasks, files and messages stay with that claim. Your team doesn’t reconcile separate systems, because there is only one.
Veteran
- Claims
- Documents
- Tasks
- Appointments
- Messages
- Reports
For every role
Each person sees what they need.
Owners and Admins
- See caseload, claim status and workload across the organization
- Invite staff, assign roles and deactivate accounts
- Brand the Veteran Portal with your logo and welcome message
- Run reports and export them to CSV
Case Managers
- Work each veteran’s case from one screen
- Manage claims, documents, notes, tasks and appointments
- Message veterans and send forms to complete
- See their own caseload and deadlines on the dashboard
Veterans
- Follow their claims and see what’s needed from them
- Upload documents and complete requested forms
- Log symptoms and view appointments
- Message the organization directly
Bring your casework into one system.
See VetLogic Pro with your own workflow in mind. We’ll walk your team through the organization dashboard and the Veteran Portal.