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Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

HoLaCe

The case management platform built for plaintiff PI firms.

[Screenshot: HoLaCe dashboard hero — pipeline view with avenues across the top] HoLaCe is an AI-enhanced SaaS platform for personal injury law firms. It replaces the patchwork of spreadsheets, email threads, and disconnected tools that most PI firms use today with a single system that tracks every client journey from intake through settlement and disbursement — with an AI agent watching the docket alongside your team. If this is your first time here, head to Login & First Sign-In and walk through the Getting Started section in order. You’ll be productive in under 30 minutes.

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Get Started

Sign in

Magic-link login walkthrough — first-time and returning users.

Dashboard tour

Where every feature lives, framed by what you’re trying to do.

Roles

What firm admins, attorneys, paralegals, and contractors can each do.

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Core Workflows

Case Management

Avenues, journeys, stages, and steps — the core lifecycle model.

Intake & Forms

Public intake forms, lead capture, and conversion to cases.

Medical, Damages & Settlement

Medical records, damages calc, demand letters, negotiations, disbursement.

Provider & Contractor Portals

Investigation services, field contractors, and the partner workflow.

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Admin & Reference

Admin & Settings

Org settings, users, billing, theme, branding, and platform config.

Glossary

Avenues, journeys, services, demand letters — defined in plain English.

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Need help?

If you’re stuck, your firm admin is the first stop — they can re-issue invites, adjust roles, and reset access. For platform-level issues, contact HoLaCe support from inside the app via the Bug Report button in the sidebar.