> ## 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.

# Litigation Documents

> Six document sections, AI-assisted generation, and the Draft → Needs Review → Approved → Final state machine.

The **document sections** on the [Litigation tab](/legal-workflow/litigation-tab) are HoLaCe's plaintiff-side litigation work-product generators. Six sections, nine document types, one consistent state machine, and a flat per-document fee that's locked at generate time.

\[Screenshot: Litigation tab middle column showing the six document sections stacked vertically]

## The six sections

<Columns cols={2}>
  <Card title="Discovery" icon="magnifying-glass">
    Interrogatories, Requests for Production (RFP), Requests for Admission (RFA), and Deposition Written Questions (DWQ).
  </Card>

  <Card title="Affidavits" icon="file-signature">
    One Affidavit of Medical Records per provider — the list is read directly from the [Medical](/legal-workflow/medical-records-overview) tab.
  </Card>

  <Card title="Expert Designation" icon="user-doctor">
    Designation packet built from CV + report files in the journey's *Expert Files* folder.
  </Card>

  <Card title="Depositions" icon="microphone">
    Deposition Summaries — one per transcript uploaded.
  </Card>

  <Card title="Mediation Packet" icon="handshake">
    A complete mediation submission pulling damages, chronology, and prior offers.
  </Card>

  <Card title="Trial Binder" icon="book">
    Trial binder + Bates-stamped exhibit set.
  </Card>
</Columns>

## The state machine

Every document row, regardless of type, follows the same four-state lifecycle:

| Status            | What it means                                                                                           |
| ----------------- | ------------------------------------------------------------------------------------------------------- |
| **Not Generated** | Placeholder row — the document type exists in the spec but hasn't been generated yet. No charge.        |
| **Generating**    | Generation is in flight. Briefly visible during the AI run.                                             |
| **Draft**         | AI has produced a first pass. Not yet attorney-reviewed.                                                |
| **Needs Review**  | The default landing status after generation. **An attorney must read every word before this advances.** |
| **Approved**      | An attorney has reviewed and signed off. Safe to use.                                                   |
| **Served**        | (Discovery, Affidavits) — Document has been served on opposing counsel.                                 |
| **Filed**         | (When applicable) — Document has been filed with the court.                                             |
| **Voided**        | Withdrawn or replaced. The row is preserved for audit but excluded from totals.                         |

\[Screenshot: Document row with the status pill, the action buttons, and the per-row fee]

<Warning>
  **No AI-generated litigation document leaves HoLaCe without attorney sign-off.** The Approved status is the gate. The right-rail Attorney Review notice on the Litigation tab is a permanent reminder of this rule — it isn't decoration.
</Warning>

## Generating a document

<Steps>
  <Step title="Click Generate on a Not-Generated row">
    The **Cost Estimate modal** opens with the flat fee, the page-count estimate, the overage-per-page rate, and a "\$0 due today, collected at disbursement" line. The fee is firm-configurable — see the note at the end of this page.
  </Step>

  <Step title="Confirm">
    The modal closes immediately and the row flips to **Generating** while the AI runs. You can leave the page; the work continues in the background.
  </Step>

  <Step title="Status flips to Needs Review">
    HoLaCe pings you when generation finishes. Open the document, read it end to end, and decide: Approve, edit and re-approve, or void.
  </Step>

  <Step title="Move to Approved → Served / Filed">
    Click through the status pills as the document moves through your firm's workflow.
  </Step>
</Steps>

\[Screenshot: Cost Estimate modal showing the flat fee, page threshold, overage rate, and the \$0-due-today messaging]

## Discovery

The Discovery section holds the four standard plaintiff-side request sets:

* **Interrogatories** — written questions the defense must answer under oath
* **RFP — Requests for Production** — categories of documents the defense must produce
* **RFA — Requests for Admission** — yes/no facts the defense must admit or deny
* **DWQ — Deposition Written Questions** — written-deposition questions

Each row gets one Generate button. After generation, you can re-generate any row (a new Cost Estimate fires) if the first pass needs a second take.

## Affidavits of Medical Records

The Affidavits section is unique: it reads the **provider list directly from the Medical tab**. One row per provider — no manual entry. If you add a provider on the Medical tab, a new affidavit placeholder appears here automatically.

A **Generate All** button at the section header fires the cost modal in batch mode and produces an affidavit for every placeholder in one go.

\[Screenshot: Affidavits section with one row per provider and the Generate All button in the header]

## Expert Designation — preflight gate

The Expert Designation generate button is **disabled until** the journey's *Expert Files* folder contains at least one file. That folder lives in the journey's Documents tab.

Until the gate is satisfied, you'll see an amber banner with a deep link straight to the Expert Files folder so you can upload the CV and the report. Once one file is in there, the button enables — generate, review, approve, file with the court.

\[Screenshot: Expert Designation row with the disabled Generate button and the amber banner pointing to the Expert Files folder]

## Depositions, Mediation Packet, Trial Binder

These three follow the same pattern as Discovery — click Generate, confirm the cost, review the AI output, approve. Special notes:

* **Depo Summary** — one row per uploaded transcript. The AI flags key admissions, inconsistencies, and page:line citations.
* **Mediation Packet** — pulls damages totals, chronology, prior offer history into a single client-ready submission.
* **Trial Binder** — produces a Bates-stamped exhibit set plus a master exhibit list. The biggest single document; expect a longer generation time.

## Pricing

Every document type has a **flat fee plus an overage-per-page** above a per-type page threshold. The fee shown in the Cost Estimate modal is the fee that's billed — locked at the moment you confirm. You can see the running total across all generated documents in the **Document Expenses** card on the right sidebar.

<Note>
  Per-document pricing comes from your firm's **FirmPricingConfig**. Beta firms can adjust without a deploy. See [Admin → Firm Pricing Configuration](/admin-cross-cutting/admin-portal/billing) for how to update rates.
</Note>

## What's next

Once the litigation file is built, the [Settlement Calculator](/legal-workflow/settlement-calculator) and [Disbursement Statement](/legal-workflow/disbursement-statement) take over for the close-out.