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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.

Underneath each Avenue sits a four-level hierarchy that defines what work needs to happen and in what order: 
Avenue       → fixed by HoLaCe (4 of them)
  Workflow   → fixed by HoLaCe (one per Avenue, label customizable)
    Stage    → fixed by HoLaCe (1–10 per Workflow, label customizable)
      Step   → CUSTOMIZABLE by your firm (max 10 per Stage)
The first three levels are the same for every firm so HoLaCe’s AI, reporting, and cross-firm benchmarks all speak the same language. Steps are where you make HoLaCe match how your firm actually runs cases. [Screenshot: A Stage detail panel with the Steps checklist on the left and Stage-level metadata on the right]

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Workflow

Every Avenue has exactly one Workflow under it. You don’t really “work in” a Workflow directly — it’s the named container for the Stages that belong to that Avenue. Examples:
  • Prospect Avenue → “Prospect Intake” Workflow
  • Pre-Litigation Avenue → “Pre-Litigation Default” Workflow
  • Litigation Avenue → “Litigation Default” Workflow
  • DNQ Avenue → “DNQ” Workflow
Your firm admin can rename the displayed label of a Workflow (e.g. “Active Cases” instead of “Pre-Litigation Default”) but cannot add new Workflows or change which Stages live inside.

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Stage

A Stage is a phase within a Workflow. The Pre-Litigation Workflow, for example, has Stages like:
  1. Investigation
  2. Treatment
  3. Records Collection
  4. Demand Prep
  5. Demand Sent
  6. Negotiation
  7. Settlement
  8. Lien Negotiation
  9. Disbursement
Stages are fixed by HoLaCe (so reporting stays consistent), but their display name is customizable per firm. A Journey moves linearly forward through the Stages of its current Workflow — you can’t skip over a Stage from the UI.
Each Stage holds between 1 and 10 Steps. The 10-Step ceiling is enforced by the system to keep Stages digestible. If your firm needs more checkpoints than that fit in a Stage, talk to HoLaCe support — usually the right answer is to split the work across two Stages, but those structural changes happen platform-side.
[Screenshot: Pre-Litigation Workflow expanded showing all nine Stages in order]

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Step

A Step is a checklist item inside a Stage. This is where your firm personalizes HoLaCe. Examples in a “Demand Prep” Stage might be:
  • Confirm all medical records received
  • Verify damages calculation
  • Run lien check
  • Attorney reviews draft demand
  • Send demand to adjuster
Each firm can add, remove, rename, and reorder Steps within a Stage (max 10 per Stage). Your version of “Demand Prep” can have completely different Steps from the firm next door — both still report into the same Stage at the platform level.

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How a firm admin customizes Steps

1

Open Admin → Workflow Customization

Only FIRM_ADMIN can edit Steps. Attorneys and paralegals see the result but cannot modify the configuration.
2

Pick the Avenue and Stage

Drill down to the specific Stage you want to tune (e.g., Pre-Litigation → Demand Prep).
3

Add, rename, reorder, or remove Steps

Each Step has a name, an optional description, and a flag for whether it’s required for auto-advancement.
4

Save

The change applies to all future Journeys that enter that Stage. Journeys already in the Stage keep their old Step list to preserve audit history.
Removing a Step from a Stage doesn’t delete completion history on Journeys that already had it — but it does remove the Step from any Journey currently in that Stage. Don’t remove a Step mid-sprint without telling your team. Renaming is always safe.

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Required vs. optional Steps and auto-advancement

When every required Step in a Stage is checked off, the Journey auto-advances to the next Stage. Optional Steps are tracked but don’t block progression. This is the rule that makes the system feel alive — paralegals tick boxes as work happens, and the Journey moves through Stages on its own without anyone manually clicking “next.” See Journey Lifecycle for the full auto-advancement rules. [Screenshot: Step checklist with three of five required Steps complete, and a tooltip explaining what’s still needed before auto-advancement fires]

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A note on per-firm pricing and service customization

If your firm uses platform Services like Investigation or Expert Witness, those have their own parallel workflow defined by the service provider — and your firm’s pricing for each service is configured by the platform admin (not by you). That’s a different system from the Avenue-level customization above. See the Service Provider & Contractor Portals section for details.

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Where to go next

Journey Lifecycle

Watch a Journey move through Stages and Avenues from creation to close.

Pipeline View

See every active Journey at a glance, grouped by Avenue and Stage.