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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.

The Investigations tab on a Journey shows every investigation tied to this case — both the requests your firm has sent out and the completed reports that have come back. It’s where attorneys and paralegals review field-investigator findings before they roll into the demand. [Screenshot: Investigations tab showing a list of submitted investigations at the top with status badges, and pending requests beneath]

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Two sections

The tab is split into:

Submitted Investigations

Reports that the field investigator (e.g., Innate Fox) has filled out and submitted. Each entry shows the property address, submitter, date, count of violations and photos, and a status badge: Pending Review, Approved, or Needs Revision.

Investigation Requests

Requests your firm has sent out that haven’t been completed yet — pending assignment, in-progress, or assigned to a contractor. Each entry shows status, requested-by, contractor (if assigned), and any preferred date.

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What you can do here

  • Request a new investigation — opens a modal where you confirm the property, tenant info, and special instructions
  • Review a submitted investigation — opens a full review modal where you walk through violations, photos, and findings, then approve or send back for revision
  • Generate a demand letter from an approved investigation — turns the report into a draft demand letter
  • View an existing demand letter — once a letter has been generated from this Journey, the link surfaces here

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How investigations relate to the Services tab

Investigations are one type of service — the Services tab on the Journey shows all parallel services running on this case (Investigation, Expert Witness, etc.) at a higher level. The Investigations tab specifically zooms into investigation services and is the place to do the review/approval work.

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Where to go next

Deep dive: Service Provider & Contractor Portals → Investigation Workflow covers the full investigation lifecycle — request creation, contractor assignment, field submission, attorney review, demand-letter generation, and partner billing.