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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 is a multi-role platform. Most firms only need three or four of these — but understanding the full set helps you know who to ask when you’re stuck and who to assign work to. Roles are assigned by your firm admin in Admin → Users. A user has exactly one primary role inside your firm. [Screenshot: Admin → Users page showing role badges next to each team member]

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FIRM_ADMIN

The owner-operator role for a firm. Firm admins can do anything inside their organization:
  • Add, remove, and re-role users
  • Configure firm branding, intake forms, and pipeline customization
  • See and manage every journey, regardless of assignment
  • Manage subscription, billing, and payment methods
  • Connect integrations (DocuSeal, Stripe, etc.)
  • Customize the customizable parts of the workflow (Steps within Stages)
In a small firm, the senior partner is usually the firm admin. In a larger firm, the office manager or COO often holds it. Firm admins do not have access to other firms’ data.

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ATTORNEY

The licensed practitioner role. Attorneys see and work their assigned caseload plus any matters they’re listed on as co-counsel:
  • View and edit their own journeys end-to-end
  • Draft, review, and approve demand letters and settlement offers
  • Sign off on stage transitions that require attorney approval
  • Trigger service instances (investigation, expert witness)
  • Access medical records, damages, and the negotiation log
Attorneys cannot see journeys assigned to other attorneys unless their firm admin grants cross-attorney visibility (configurable per firm).

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PARALEGAL

The day-to-day case-work engine. Paralegals support attorneys and do most of the operational work on each matter:
  • Move journeys through stages by completing steps
  • Upload and organize documents and medical records
  • Communicate with clients and providers from inside the journey
  • Schedule tasks, follow up on deadlines, and assign work
  • Draft demand letters for attorney review (the attorney signs off)
Paralegals typically have access to every active journey in the firm so they can help across the team. Whether they can finalize a demand letter without attorney sign-off is a firm-level setting.

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SERVICE_PROVIDER

A partner organization role — most commonly Innate Fox or another investigation firm that integrates with HoLaCe to deliver services to law firms. Service providers see only the cases that have been referred to them:
  • Receive investigation requests routed from a HoLaCe firm
  • Manage their own internal contractor team
  • Update investigation status, upload reports, and bill back
  • Assign field work to their CONTRACTOR users
Service providers are isolated from each other and from the law firms whose cases they don’t service.

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CONTRACTOR

The field-investigator role inside a service-provider organization. Contractors get a stripped-down, mobile-friendly view focused on the work they need to do:
  • See assigned investigation tasks and their deadlines
  • Capture photos, notes, and reports from the field
  • Mark assignments complete
Contractors don’t see firm-side case strategy or other contractors’ work. [Screenshot: Contractor mobile view of a field assignment]

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SUPER_ADMIN

Internal HoLaCe staff only — never assigned to client firm users. Super admins have platform-wide access for support, billing, and platform operations. They appear as a separate identity and never act inside a firm without explicit support context.

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A note on multi-tenancy

Every HoLaCe firm is isolated. A user assigned to Firm A cannot see Firm B’s journeys, documents, or financials, even if they share an email with someone at Firm B. The exception is a single user who has been invited to multiple firms — they pick which one to load at sign-in. If you think you’re seeing data from another firm, stop and contact support immediately. That would be a serious bug.