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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.

HoLaCe uses some specific vocabulary for the case-management model. This page defines each term in plain English so the rest of the docs make sense. Skim it once on day one — you’ll come back to it as needed.

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Avenue

One of the four fixed lifecycle phases a client matter can be in. Every journey is in exactly one Avenue at a time, and the Avenues are the same for every firm:
  • Prospect — a potential client who hasn’t signed a fee agreement yet
  • Pre-Litigation — a signed client whose case is being worked toward demand and settlement
  • Litigation — a case that has filed suit
  • DNQ (“Did Not Qualify”) — a closed-out matter that’s no longer being pursued
Avenues are the highest-level concept in HoLaCe and they cannot be customized. If your firm uses different language (“intake,” “active,” “litigation,” “closed”), the Avenues are still the truth underneath — your firm-name overlay can be set in admin settings. [Screenshot: Pipeline view with the four Avenue columns labeled]

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Workflow

The fixed structure under each Avenue. Every Avenue has exactly one Workflow, defined by HoLaCe and the same across all firms. Firm admins can rename the displayed label of a Workflow but cannot add new ones or change the Stages inside. You don’t usually think about Workflows directly — you think in terms of Stages. The Workflow is the container.

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Stage

A phase within a Workflow — for example, the Pre-Litigation Workflow has Stages like “Investigation,” “Treatment,” “Demand,” “Negotiation.” Stages are fixed by HoLaCe (so reporting and AI can be consistent across firms) and a journey moves linearly forward through the Stages of its current Avenue. Each Stage holds up to 10 Steps.

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Step

A customizable checklist item within a Stage. Steps are where firms personalize the workflow to match how they actually run cases. Examples in a “Demand” Stage might be:
  • Confirm all medical records received
  • Verify damages calculation
  • Attorney reviews draft demand
  • Send demand to adjuster
Each firm can customize its Steps (max 10 per Stage). Completing all required Steps in a Stage usually advances the journey to the next Stage automatically — this is auto-advancement. [Screenshot: Stage detail view with a Steps checklist on the left]

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Journey

A single client matter as it moves through the Avenues, Workflows, Stages, and Steps. A Journey is the central record in HoLaCe — every document, note, medical record, task, demand letter, and negotiation entry is attached to exactly one Journey. Journeys are unique per client matter, not per client. A client with two unrelated incidents has two Journeys.

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ServiceInstance

A parallel add-on running alongside a Journey. While a Journey moves linearly through its Avenue, a Journey can also have multiple Service Instances running at the same time — for example, an investigation, an expert witness retention, or a property-damage adjuster service. Each Service Instance has its own Stages and Steps (defined by the service provider, not the law firm). The Service catalog is managed at the platform level; your firm picks which services to use. This is the core difference between Avenues and Services: a Journey is in one Avenue at a time, but has many Service Instances at once.

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Demand Letter

A formal settlement demand drafted from a Journey’s data. HoLaCe pulls medical records, damages, treatment summaries, and case narrative into a draft demand letter. An attorney reviews and approves before it’s sent. Demand Letters are versioned — each revision is captured so you can see how the demand evolved during negotiation.

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Negotiation Log

The adjuster offer/response history for a Journey. Once a demand letter is sent, every counter-offer, response, and call note is logged here in order. Auto-generated reminders fire if the adjuster goes silent past a configurable threshold. The Negotiation Log is structured (offer amounts, dates, parties) so HoLaCe’s AI can summarize trends and surface negotiation tactics that have worked on similar carriers in the past. [Screenshot: Negotiation Log timeline view with offers and responses in chronological order]

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Disbursement Statement

The final 3-page client closeout PDF generated when a settlement is finalized. It itemizes:
  • Page 1 — Settlement amount, attorney fee, costs
  • Page 2 — Medical liens, lien reductions, third-party payouts
  • Page 3 — Net to client, signature line
Disbursement Statements integrate with DocuSeal for e-signature so the client can sign without a paper round-trip.

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A few more terms you’ll see

  • Pipeline — the at-a-glance view of every active Journey across Avenues
  • Tag — a free-form label you can apply to a Journey for filtering (e.g. “MVA,” “premises liability,” “wrongful death”)
  • Lien — a medical provider’s claim against settlement proceeds
  • Reduction — a negotiated decrease in a lien before disbursement
  • Auto-advancement — the rule engine that promotes a Journey to its next Stage when its Steps complete
  • Firm — your law firm organization in HoLaCe (also called an “org” in some places)