Why this scheme exists
Most firms come into HoLaCe from a Dropbox or Google Drive setup with case folders built by whichever paralegal happened to set up the matter. Folder names drift, hierarchies get inconsistent, and finding a specific document takes minutes per case. HoLaCe replaces that with a single, opinionated folder taxonomy designed by experienced PI paralegals (the “Dustin Dropbox” structure):- Numbered so they sort consistently, no matter the OS or browser.
- Named in plain English so a new hire understands them on day one.
- Fixed so the AI features (chronology, demand letter, document summaries) can rely on them.
The folders
How documents get into folders
Two paths:- By document type — when you upload a file, the document type you pick maps to a folder automatically. A
MEDICAL_BILLtype lands in folder 5; aDEMAND_LETTERlands in folder 2. - By explicit tag — you can override the auto-assignment by adding a
folder:Ntag (e.g.,folder:8to force a doc into Litigation regardless of its type).
Sub-folders
Folder 8 (Litigation) has six sub-folders for the standard litigation document categories: Pleadings, Discovery, Motions, Depositions, Experts, Correspondence. The sub-folders surface inside the Litigation accordion when you expand it. The other top-level folders don’t sub-divide — keeping the list manageable is more valuable than micro-organizing.Empty folders
By default, empty folders are collapsed and quiet — they don’t add visual noise. As soon as a folder receives its first document, it expands to show the file. You can manually collapse / expand any folder by clicking its header.Document tabs on a Journey: Case Management → Journey Tabs → Documents
