The front of your funnel in HoLaCe is built around four moving parts: forms, submissions, leads, and journeys. They form a single pipeline that takes a stranger on the internet and either qualifies them into an active client journey or politely shows them the door — without losing the audit trail. [Screenshot: Funnel diagram — Form → Submission → Lead → Journey]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.
The mental model
Form
A reusable template you build once in the admin UI. It has a name, a list of fields, and a public URL anyone with the link can fill out.
Submission
What gets saved every time someone hits Submit on a public form. A submission is raw data plus a status (Pending, Reviewing, Approved, Rejected, Converted). Submissions stay scoped to their parent form so intake staff can review them in order.
Lead
A potential client — a real person your firm might represent. Leads can come from a form submission, a phone intake, a referral, or a CSV import. Every lead has a status, an owner, a source, and a lead score.
Why leads and journeys are separate
Most firms try to track everyone in one big list. HoLaCe deliberately splits leads (people you might represent) from journeys (cases you actively work). This separation buys you three things:- Qualification room. A lead can sit in
NEW→CONTACTED→QUALIFIEDwhile your intake team gathers facts, runs conflict checks, and confirms statute of limitations — none of that pollutes your active case docket. - A graceful DNQ flow. When a lead doesn’t qualify (no liability, expired SOL, scope mismatch), you mark them
UNQUALIFIEDor move them to the DNQ Avenue rather than deleting the record. You keep the audit trail without cluttering the pipeline. - Clean reporting. Conversion rate — leads in vs. journeys created — is the single most important top-of-funnel metric, and it’s only meaningful when the two records are distinct.
Leads are not deleted when they convert. The original
Lead record is preserved with status CONVERTED and a link to the new Journey, so you can always trace where a case originated.Where each piece lives in the app
| What | Where | Who uses it |
|---|---|---|
| Build a form | Forms → New / Edit | Firm admin, marketer |
| Share a public form | Forms list → Copy URL | Firm admin |
| Review submissions | Forms → [form] → Submissions | Intake paralegal |
| Manage leads | Leads | Intake paralegal, attorney |
| Convert to journey | Lead detail → Convert to Journey | Attorney, firm admin |
Where this guide goes next
Build your first form
Drag-and-drop the field types you need.
Share the public link
Add the URL to your website, ad, or email signature.
Review submissions
Triage what comes in, drill into details.
Convert a lead
Promote a qualified lead into a live case.