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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.

When you click into a Journey from the Pipeline, the Dashboard tab is what loads first. It’s the case’s home base — the snapshot every team member uses to orient themselves before diving into specific work. [Screenshot: Journey Dashboard tab showing the 4+4 card grid layout with case details, tasks, and stage progress]

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Layout — the 4+4 grid

The Dashboard is built as eight collapsible cards arranged in two columns of four. The exact card order is intentional — left column is “what is this case?” and right column is “what’s happening with it?”:

Left column — Case context

  1. Case Details — attorney, staff, date of loss, statute of limitations, claim numbers, adjusters, client info
  2. Tasks — open tasks for this Journey (jump to Tasks for full management)
  3. Stage Progress — current Stage, Step checklist, auto-advancement readiness
  4. Recent Activity — last few entries from the Notes / Activity feed

Right column — Case state

  1. Damages Snapshot — billed vs. incurred, top providers, total bills
  2. Negotiation Snapshot — current demand, latest offer, gap to close
  3. Settlement Math — estimated net to client based on current numbers
  4. Documents — most recent uploads, jump-to-tab link
Every card has a chevron in its header — click it to collapse a card you don’t need today. Your collapsed/expanded state is remembered per Journey.

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Statute of Limitations warning

If the Journey’s SOL is within 6 months, the SOL row in the Case Details card turns red and shows an alert icon. This is on by default and not silenceable from the Dashboard — it’s deliberately loud because missing a statute is the worst thing that can happen on a PI case.
The SOL warning fires off journey.statuteOfLimitations. If that field is empty, no warning appears. Always set the SOL on intake.

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Tasks card — the inline taskboard

The Tasks card shows up to five active tasks attached to this Journey, sorted with roadblocks first and then by due date. From here you can:
  • Check off a task inline (no need to leave the Dashboard)
  • Add a new task with the + button — opens a modal
  • Click any task to edit it
  • Click View All to jump to the full Tasks tab
A task flagged as a roadblock (red flag icon) signals “this is blocking case progression.” Roadblock tasks bubble to the top of every assigned user’s day. [Screenshot: Tasks card with two roadblock tasks at the top and three regular tasks beneath]

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Stage Progress card

The Stage Progress card mirrors the Avenue header at the top of the Journey page but with more detail:
  • Current Stage with a progress bar (Steps complete / Steps required)
  • The Step checklist — tick boxes for any Step you have permission to complete
  • The Stage Transition button (advance manually if you need to)
Some Steps are auto-completed by HoLaCe — for example, “Medical chronology generated” ticks off when the chronology run finishes. Manually-toggleable Steps have an interactive checkbox; auto-Steps are read-only with a small system icon.

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Recent Activity card

A condensed view of the last five entries from the Notes / Activity feed:
  • 📝 user comments
  • 🔄 stage transitions
  • ✅ step completions
  • 📤 documents uploaded
  • 💬 negotiation moves
Click View All to jump to the full Notes / Activity tab.

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Damages and Negotiation snapshots

The right-column financial cards are read-only summaries — they don’t let you edit the underlying data, only see it at a glance. To change demand amounts, add bills, or log a counter-offer, jump into the dedicated tab: [Screenshot: The right-column financial cards stacked, showing damages totals, current demand, latest offer, and projected net to client]

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Header actions

Above the Dashboard cards, the Journey header has buttons that are available from any tab:
  • Edit Journey — opens the edit drawer for client info, claim numbers, etc.
  • Request Investigation — fires off an investigation request to your service provider
  • Stage Transition — manually advance/move the Journey
  • Medical Chronology — link to the Journey’s medical chronology page (badge pulses when one is ready to review)
  • Conflict status badge — green “No Conflicts” or red “N Conflicts” — click to see the conflict report

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Where to go next

Notes / Activity

The full activity timeline plus team comments.

Tasks

The full task board for this Journey.