The Services tab is where third-party services attached to a Journey live. Where Avenue stages move the case forward in a single line (Prospect → Prelitigation → Litigation), services run in parallel — multiple, independent, and each with its own progression. Investigation is the canonical example: it’s a service the firm dispatches once, on top of whatever stage the case is in, that comes back with its own deliverable (a field report) without affecting the avenue itself. [Screenshot: Services tab with the Service Providers button at the top and a list of active service cards — one investigation request in progress, one completed]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.
What’s on the tab
The tab has two sections:Request Service
A single Service Providers button that opens the provider picker. Pick a partner — currently Innate Fox for investigations — and the next step is the request form for that service type.
Active Services
Every service running on this Journey, listed as a card. Each card shows the service name, the property/scope address, the priority and status badges, who requested it, who’s been assigned, key dates, and any special instructions.
Investigation is the live service today
Investigations are the only ServiceInstance type fully wired in production right now. Once an investigation is requested from this tab, you can review the field report on the Investigations tab, and the eventual demand letter generation flows from there into the Demand Letters tab.Walkthrough of the investigation flow end-to-end: Service Provider & Contractor Portals → Requesting Investigations.
What’s coming next
The service catalog (ServiceCategory + Service in the schema) is built to host more service types. Categories already seeded or planned per the firm pricing config:
- Expert Witness — engage and track expert reports
- Deposition Summary — outsource deposition transcript summarization
- Mediation Packet — assemble pre-mediation materials
- Medical Records Retrieval — bulk request from providers via a service partner
- Court Filing (MyFile Runner) — court filing partner, slated post-launch
Services vs. Avenues
The mental model that matters:| Avenue | Service | |
|---|---|---|
| Quantity per Journey | One at a time (linear) | Many in parallel |
| Drives stage progression? | Yes | No |
| Example | Prelitigation → Litigation | Investigation, Expert Witness |
| Where it shows up | Tab strip + pipeline view | Services tab + dedicated tab per service |
Where to go next
Investigations Tab
The investigation-specific view: requests, submitted reports, approval flow.
Service Providers Overview
How firms dispatch and track outside service partners.