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.
What’s coming
Intake automation will let your firm encode the rules your intake team already follows in their heads — so a fresh submission can be triaged, scored, and routed without anyone touching it first.Auto-DNQ
Submissions that obviously don’t qualify (out-of-state, expired SOL, prohibited case types) get auto-rejected with a templated explanation email. They still appear in the submissions list with status Rejected for the audit trail.
Auto-route by case type
A “Dog Bite” submission lands directly on the dog-bite paralegal’s queue. An “Auto Accident” with
medicalExpenses > $10k routes to the senior attorney. Routing rules combine form responses with team-member specialties.Auto-score
A configurable scoring model assigns each new lead a 0–100 score based on signals like injury severity, liability clarity, statute headroom, and source quality. High-score leads jump the triage queue.
Conflict pre-check
Submitter name and address are matched against the existing client database before the lead is even created. Conflicts trigger a hold instead of a green-light.
What it will not replace
Even with automation on, a human signs off before any lead gets converted to a journey. Automation handles the first cut — the obvious-yes and obvious-no submissions — so your team’s attention goes to the genuinely judgment-call cases. The pre-conversion checklist (Contract Signed, HIPAA Received, Intake Completed, Contact Info) stays a manual gate. Those are facts about the real world, not signals from the form, and they require a person.How it’ll be configured
Rules will live under Admin → Intake Settings. Each rule has a trigger (form responses match X), an action (set status, route to user, send email), and a priority (rules run in order). Until then, the workflow stays manual. See Submissions and Leads List for the current process.Have a specific automation rule you’d like prioritized? Send it to your firm admin or use the Bug Report button in the sidebar to file a feature request.