Every journey’s document area is organized into eleven numbered folders, 0 through 10. The numbering and names are fixed across every firm and every journey — that consistency is the whole point. When you open any case in HoLaCe, you already know exactly where to find a medical bill, a demand letter, or a photo, because folder 5 is always Medical Bills. [Screenshot: Documents tab with all 11 folders collapsed, showing the numbered structure 0–10]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.
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
| # | Folder | What goes in here |
|---|---|---|
| 0 | Intake Documents | Initial intake packet, fee agreement, HIPAA, client ID, photos of incident scene at intake |
| 1 | Incoming Correspondence | Letters, emails, faxes you’ve received — from carriers, opposing counsel, providers |
| 2 | Outgoing Correspondence | Letters and demand letters you’ve sent — including signed demand drafts |
| 3 | Photos | Evidence photos — scene, vehicles, injuries, property damage |
| 4 | Investigation | Investigator reports, scene diagrams, surveillance footage, expert assessments |
| 5 | Medical Bills | Itemized bills, statements, billing ledgers from medical providers |
| 6 | Medical Records | Treatment notes, imaging reports, discharge summaries, narrative reports |
| 7 | Settlement | Settlement agreements, releases, disbursement statements, signed closeout docs |
| 8 | Litigation | Court filings — pleadings, discovery, motions, depositions, expert disclosures |
| 9 | Expenses | Out-of-pocket case expenses (filing fees, expert costs, deposition transcripts) |
| 10 | Damages | Damages summaries, life-care plans, economic loss reports, vocational evals |
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