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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 Pipeline is the bird’s-eye view of your firm’s caseload. Every active Journey shows up here, grouped by Avenue and Stage. For most attorneys and paralegals, this is the page they keep open all day. Open it from the sidebar: Pipeline (or directly at /dashboard/pipeline). [Screenshot: The Pipeline page in Kanban view, columns labeled Prospect / Pre-Litigation / Litigation, journey cards stacked beneath each]

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Three views, one underlying data

Pipeline supports three layouts. Switch between them with the view selector in the top-right:
Columns by Avenue/Stage, cards by Journey. Drag a card forward to advance the Stage. Best for visual triage and status meetings.
Switching views doesn’t change the data — only the layout. Filters and search apply across all three.

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What’s on a Journey card

Each card in the Kanban view condenses the most useful at-a-glance information:
  • Client name and Journey number
  • Current Stage (the Avenue is implied by the column)
  • Assigned attorney (avatar)
  • Tags if the Journey is tagged
  • Conflict and SOL flags if either is firing
  • Estimated case value (if filled in)
Click anywhere on the card to open the Journey Dashboard. [Screenshot: A single Pipeline card with all of the above elements annotated] The filter bar above the columns supports:

Assignee

“My cases only” or any specific team member. Defaults to My cases for attorneys and paralegals.

Tag

Any tag your firm uses (e.g., MVA, premises, wrongful death). Multi-select.

Stage

Pin to one or more Stages across any Avenue (e.g., “show me everything in Demand Sent or Negotiation”).

Search

Free-text — searches client name, Journey number, and incident description. Live as you type.
You can save a filter combination as a named view (e.g., “My demand-due-this-week cases”) and pin it to your sidebar.
The Fullscreen button on the Kanban view hides the dashboard chrome and gives you the entire screen for the columns. Helpful during pipeline-review meetings on a big monitor.

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Sorting

Inside each Kanban column you can sort by:
  • Most recent activity (default — freshest cases at the top)
  • Stage age (oldest in this Stage at the top — useful for spotting stuck Journeys)
  • SOL date ascending (most urgent at the top)
  • Estimated value descending
In List view, click any column header to sort that column. In Timeline view, sorting is handled by the date axis you pick.

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Advancing a Journey from the Pipeline

There are two ways to move a Journey forward without leaving the Pipeline:
1

Drag the card to the next column (Kanban only)

Hover the card, drag it across the column boundary, drop. A confirmation dialog appears so you can capture a reason if the move skips a Stage.
2

Click the card and use the Stage Transition button

Opens the Journey Dashboard. The transition button in the header advances to the next valid Stage.
Drag-to-advance respects the same rules as the inline Stage Transition button — required Steps still gate the move. If a required Step isn’t done, you’ll be prompted to either complete it first or “force advance” with a justification.

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Stats strip

Above the columns, a stats strip shows live totals for the active filter:
  • Total Active Journeys — everything not in DNQ or Closed
  • Conversion Rate — Prospect → Pre-Litigation, last 90 days
  • In Negotiation — count of Journeys at or past Demand Sent
  • Closed (this period) — completed Journeys on your firm’s reporting period
  • Total Pipeline Value — sum of estimated case values
The stats respect your filters — switching from “All” to “My cases” rescopes the numbers immediately. [Screenshot: The stats strip at the top of the Pipeline page, with five tiles showing the metrics above]

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Performance with large pipelines

The Pipeline is designed for firms with hundreds of active Journeys. Cards lazy-load as you scroll a column, and column counts are computed server-side so the page stays snappy even at scale. If you’re seeing slow load times with a small caseload, it’s almost always a network issue — file a bug from the sidebar.

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Where to go next

Journey Dashboard

What you see when you click into a single Journey.

Journey Lifecycle

The end-to-end story of one Journey from creation to close.