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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.

Every journey in HoLaCe has a Documents tab where every file related to that matter — intake docs, medical records, photos, correspondence, court filings — lives in one place. Uploading is intentionally simple: drag a file in, pick what kind of document it is, and HoLaCe slots it into the right folder automatically. [Screenshot: Documents tab with a file being dragged into the upload zone]

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How to upload

  1. Open the journey you want to attach documents to.
  2. Click the Documents tab.
  3. Click Upload Document (top-right) or drag a file directly onto the page.
  4. In the upload dialog:
    • Pick a document type (Medical Record, Demand Letter, Court Filing, Photo, etc.) — this drives the folder it lands in.
    • Optionally add tags for cross-cutting filters (see Tagging).
    • Optionally add a brief description.
  5. Click Upload.
The file is uploaded, scanned, and slotted into the correct folder. You’ll see it appear immediately in the document list.

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Bulk upload

Drop multiple files into the upload zone at once — HoLaCe queues them and uploads in parallel. You’ll be prompted once for the document type and tags, applied to all files in the batch. Useful when scanning a stack of medical records or a bundle of intake docs.

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Supported file types

CategoryExtensions
PDFs.pdf
Images.jpg, .jpeg, .png, .heic, .webp
Word documents.doc, .docx
Plain text.txt, .rtf
Spreadsheets.xls, .xlsx, .csv
Email exports.eml, .msg
PDFs and images render inline in the Preview Modal. Other file types show a “download to view” fallback.

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File size limits

  • Single file: 100 MB
  • Bulk upload batch: 500 MB total per batch
If you hit the limit on a giant medical record PDF, split it into chronology / billing / imaging halves before uploading — that’s also a better organization pattern long-term.

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What happens after upload

  • The file is stored in your firm’s secure document store (encrypted at rest).
  • A DOCUMENT_UPLOADED activity is added to the journey’s activity feed.
  • If notifications are configured, the assigned attorney/paralegal gets a Document Uploaded notification.
  • For document types HoLaCe knows how to process (medical records, bills), AI extraction kicks off in the background — you’ll see extraction results appear on the relevant journey tabs (Medical Records, Bills, Chronology) within a minute or two.
Document tabs on a Journey: Case Management → Journey Tabs → Documents