> ## 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.

# Pipeline View

> The at-a-glance view of every active Journey across your firm — where most days start.

The **Pipeline** is the bird's-eye view of your firm's caseload. Every active Journey shows up here, grouped by [Avenue](/case-management/avenue-overview) and [Stage](/case-management/workflows-stages-steps). 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]

## Three views, one underlying data

Pipeline supports three layouts. Switch between them with the view selector in the top-right:

<Tabs>
  <Tab title="Kanban (default)">
    Columns by Avenue/Stage, cards by Journey. Drag a card forward to advance the Stage. Best for visual triage and status meetings.
  </Tab>

  <Tab title="List">
    A dense table of every Journey, sortable by any column (assignee, last activity, value, SOL). Best for power users who want to filter and bulk-act.
  </Tab>

  <Tab title="Timeline">
    Journeys plotted across a horizontal timeline by date-of-incident or expected close date. Best for spotting bottlenecks and stale work.
  </Tab>
</Tabs>

Switching views doesn't change the data — only the layout. Filters and search apply across all three.

## 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](/case-management/journey-tabs/dashboard).

\[Screenshot: A single Pipeline card with all of the above elements annotated]

## Filtering and search

The filter bar above the columns supports:

<Columns cols={2}>
  <Card title="Assignee" icon="user">
    "My cases only" or any specific team member. Defaults to **My cases** for attorneys and paralegals.
  </Card>

  <Card title="Tag" icon="tag">
    Any tag your firm uses (e.g., MVA, premises, wrongful death). Multi-select.
  </Card>

  <Card title="Stage" icon="layer-group">
    Pin to one or more Stages across any Avenue (e.g., "show me everything in Demand Sent or Negotiation").
  </Card>

  <Card title="Search" icon="magnifying-glass">
    Free-text — searches client name, Journey number, and incident description. Live as you type.
  </Card>
</Columns>

You can save a filter combination as a **named view** (e.g., "My demand-due-this-week cases") and pin it to your sidebar.

<Tip>
  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.
</Tip>

## 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.

## Advancing a Journey from the Pipeline

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

## 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]

## 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.

## Where to go next

<CardGroup cols={2}>
  <Card title="Journey Dashboard" icon="layout-dashboard" href="/case-management/journey-tabs/dashboard">
    What you see when you click into a single Journey.
  </Card>

  <Card title="Journey Lifecycle" icon="route" href="/case-management/journey-lifecycle">
    The end-to-end story of one Journey from creation to close.
  </Card>
</CardGroup>