Case Management Built for Veterans Service Organizations
Structured workflows, AI-powered evidence analysis, and operational intelligence to help your office serve more veterans — faster.
14-day free trialNo credit card required2 team seats included
The Problem
Your office helps veterans every day. Your tools should keep up.
Your caseload is growing, your tools are not
Spreadsheets, shared drives, and VBMS cannot scale with your office. Cases fall through the cracks when there is no structured workflow.
Evidence gaps kill claims
Inconsistent case preparation leads to missed documentation, weak nexus support, and avoidable denials. Your team needs a repeatable process.
No visibility into case health
Without real-time metrics, your office is reactive instead of proactive. Problems surface at decision time, not when they can be fixed.
Command Center
One dashboard for your entire caseload
Seven panels surface priorities, deadlines, pipeline status, and operational metrics. Deterministic intelligence — no black-box AI making decisions for you.
Priority Action Queue
Surface the most urgent tasks across all cases. Never miss a deadline or let a case stall.
Case Workflow Pipeline
Visualize your entire caseload by status. Track cases from intake through decision.
Deadline & Risk Monitoring
Heuristic deadlines derived from case status and age. Stale cases flagged automatically.
Caseload Intelligence
Pre-computed metrics with 5-minute staleness. Approval rates, workload distribution, trends.
Case Insights
Rule-based analysis (no LLM) returns up to 8 insights per case, ranked by severity.
Evidence Gap Analysis
Compares uploaded documents against condition checklists. Surfaces missing evidence before it matters.
Document Status Tracking
Track every file across every case. See which documents are pending, received, or analyzed.
Case Detail
Seven tabs. Every dimension of a case in one view.
Each case organizes contentions, evidence requirements, tasks, files, notes, decisions, and timeline events in a structured interface your team can navigate consistently.
Overview
Status stepper, next-action hints, contention management, and projected combined rating.
Evidence
Inline status dropdowns per requirement. AI classification badges with confidence scores.
Tasks
Cross-case task queue with priorities. Auto-created tasks for VA development letters.
Files
Upload case files with automatic AI analysis for PDF, DOCX, and TXT documents.
Notes
Case notes with edit tracking. Full authorship audit trail for your team.
Decisions
Appeal strategy engine with lane recommendations, confidence scoring, and pattern detection.
Timeline
VA correspondence logging with inline forms. Development letter tracking with auto-tasks.
Key Capabilities
Intelligence built into every workflow
27 scoring rules, 477 condition guides, and AI classification that respects your manual assessments.
Decision Review Strategy
Analyzes denied decisions against 8 pattern categories. Recommends appeal lanes (Supplemental, HLR, Board) with confidence scoring and alternative strategies.
- Keyword-based denial pattern detection
- Supplemental, HLR, and Board lane analysis
- Confidence scoring with contributing factors
- One-click "Create Appeal Task" from decision tab
AI Evidence Classification
Upload a case file and the system classifies it against all contention requirements automatically. Single LLM call per document, classified against the full checklist.
- Auto-triggered on upload for PDF, DOCX, TXT
- Never overwrites manual assessments
- Confidence thresholds: auto-apply at 80%+, suggest 50–79%
- Daily classification quota per organization tier
Consent-Gated Veteran Intelligence
When your client uses Legatus Navigator, you get real-time visibility into their claim readiness, evidence status, and critical gaps — with their explicit consent.
- Veteran grants consent via secure portal
- Read-only access to Navigator assessment data
- Readiness scores, evidence gaps, requirement status
- Revocable at any time by the veteran
Reports & Analytics
Eight report types covering approval rates, evidence lag, decision breakdowns, staff workload, and monthly trends. Export to CSV for external analysis.
- Approval rates by condition type
- Evidence lag and document aging
- Decision breakdown and denial patterns
- Monthly case volume and resolution trends
Getting Started
Three steps to a structured workflow
Start your free trial
14 days of full access. 2 team seats and 25 active cases included. No credit card required.
Import your caseload
Multi-step intake wizard with multi-contention support. Add clients, contentions, and evidence requirements.
Manage and optimize
Dashboard intelligence surfaces priorities. AI classifies evidence on upload. Reports track office-wide performance.
Pricing
Plans that scale with your office
Start free, upgrade when you need more seats, cases, or AI capacity.
Trial
- 2 seats
- 25 cases
- 10 AI msgs/day
Team
- 5 seats
- 250 cases
- 25 AI msgs/day
Professional
Popular- 12 seats
- 1,000 cases
- CSV export
Organization
- 25 seats
- 5,000 cases
- Bulk ops
Enterprise
- Unlimited seats
- Unlimited cases
- API access
Annual billing: 15% discount. 25% discount for verified 501(c)(19) and 501(c)(3) organizations.
Security & Trust
Your veterans’ data, protected
Private Encrypted Storage
All files stored with private access in encrypted blob storage. No public URLs.
Audit Logging
Every action logged with user, timestamp, and IP. Full compliance trail for your office.
Consent-Based Data Sharing
Veteran intelligence is gated behind explicit, revocable consent. No access without permission.
GDPR-Compliant Export & Deletion
Full data export (JSON) and account deletion available to every user. No data held hostage.
Frequently Asked Questions
Common questions about the VSO Portal and how it fits your office.
The VSO Portal is a case management platform designed for Veterans Service Organizations. It includes a Command Center dashboard, 7-tab case detail, AI evidence classification, decision review strategy engine, and operational reports — all built around the VA claims workflow.
The VSO Portal is designed for accredited Veterans Service Organizations, county veteran service offices, claims agents, and any organization that helps veterans prepare and file VA disability claims.
The 14-day trial includes full platform access with 2 team seats, 25 active cases, 10 AI messages per day, and auto-classification on upload. No credit card required to start.
Yes, but only with explicit consent. When a veteran grants access through the consent-gated intelligence bridge, you get read-only visibility into their claim readiness, evidence status, and critical gaps. Veterans can revoke consent at any time.
When you upload a case file (PDF, DOCX, or TXT), the system automatically classifies it against all contention requirements in a single LLM call. It auto-applies at 80%+ confidence, suggests at 50–79%, and never overwrites manual assessments by your team.
All files are stored with private access in encrypted blob storage. Every action is logged with user, timestamp, and IP address. Data sharing between veterans and VSOs requires explicit, revocable consent. Full GDPR-compliant data export and deletion are available.
Yes. Plans scale from 2 seats (trial) to 5 (Team), 15 (Professional), 50 (Organization), and unlimited (Enterprise). Each tier also increases active case limits, AI usage quotas, and available features.
The multi-step intake wizard lets you create cases with full client details, multiple contentions, and evidence requirements. There is no automated bulk import yet, but Enterprise customers can work with our team on data migration.
Ready to Modernize Your Office?
Start your free trial today. Import your caseload, assign your team, and see the difference structured workflows make.
14-day free trial. No credit card required. Your data stays yours.