Litigation Tab

The Litigation tab activates on a journey the moment the case enters the Litigation Avenue. Up until that point — Prospect or Pre-Litigation — the tab shows a Case not in litigation message. After: it becomes the working surface for the rest of the case. [Screenshot: Journey detail page with the Litigation tab highlighted in the tab bar, sitting between Investigations and Demand]

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When it appears

The tab is visible on every journey but its content is gated. You’ll see the working layout once the journey:

• Has been moved into the Litigation Avenue, and
• Has a Litigation Stage assigned (Petition Filed, Answer Received, Discovery, Depositions, Mediation, Trial, or Verdict)

If the case is not yet in litigation, the tab shows a small card explaining how to move it: from the Avenue page or from the journey’s Edit Journey drawer. [Screenshot: “Not yet in litigation” placeholder card with the explanation message]

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What’s inside

Once active, the Litigation tab is a two-column layout — main work area on the left, sticky reference rail on the right. [Screenshot: Full Litigation tab with the Scheduling Order card at the top, document sections beneath, and the right sidebar visible]

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The pieces

• Scheduling Order card — Upload the court’s scheduling order; HoLaCe extracts deadlines for review. Two states (empty / loaded). Read more →
• Stage Banner — Pill track showing where the case is in the litigation lifecycle plus the court name, case number, and countdown to the next big date.
• Document sections — Six AI-assisted generators for plaintiff-side litigation work product. Read more →
• Sidebar — Case Quick Stats — Demand amount, gross medicals, case age, and assigned attorney pulled from the journey.
• Sidebar — Documents Generated — Running log of every litigation document produced on this case, with status pills.
• Sidebar — Document Expenses — Running total of the litigation-document fees being billed to the case.
• Sidebar — Attorney Review notice — The reminder that no AI-generated document ships without attorney sign-off.

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Take the Tour

If this is your first case in litigation, click Take the Tour on the tab — it opens an interactive walkthrough of every section with sample data so you can see the full state machine without committing real work. [Screenshot: “Take the Tour” button in the upper right of the Litigation tab]

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Jurisdiction-agnostic by design

HoLaCe does not normalize court-order terminology. A “Docket Control Order” in Texas, a “Case Management Order” in California, and a “Scheduling Order” in federal court all live under the generic Case Scheduling Order card — and every deadline name is stored exactly as the court wrote it. The system never translates Final Pretrial Submission into something HoLaCe-specific. This matters because a Texas state-court attorney and a New Mexico federal attorney can both use the same tab without one of them seeing renamed deadlines they don’t recognize.

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What’s next

• Litigation Deadlines — uploading the scheduling order and managing deadline rows.
• Litigation Documents — generating Interrogatories, RFP, RFA, DWQ, Affidavits, Expert Designations, Depo Summaries, Mediation Packets, and Trial Binders.