# HoLaCe Docs

## Docs

- [Billing](https://docs.holace.io/admin-cross-cutting/admin-portal/billing.md): Firm billing dashboard, pay-per-use rates, document pricing config, and CSV export.
- [Admin Portal Overview](https://docs.holace.io/admin-cross-cutting/admin-portal/overview.md): Where firm admins manage users, billing, branding, and integrations — and where super admins manage the platform.
- [Users & Roles](https://docs.holace.io/admin-cross-cutting/admin-portal/users-roles.md): Add teammates, assign roles, deactivate accounts, and trigger password resets.
- [AI Chat](https://docs.holace.io/admin-cross-cutting/ai-features/ai-chat.md): The per-Journey AI chat widget — what's shipped, where to find it, and what the (still-stubbed) standalone AI Assistant page will become.
- [COO Engine](https://docs.holace.io/admin-cross-cutting/ai-features/coo-engine.md): Real-time alerts, priority cases, and per-attorney performance — the AI agent watching your docket.
- [Calendar](https://docs.holace.io/admin-cross-cutting/calendar/overview.md): A unified calendar view of every dated thing in HoLaCe — currently a Coming Soon placeholder.
- [Contact Categories](https://docs.holace.io/admin-cross-cutting/contacts/categories.md): The 12 built-in contact categories and why they matter for journey linking and reporting.
- [Managing Contacts](https://docs.holace.io/admin-cross-cutting/contacts/managing-contacts.md): Create, edit, link to a journey, unlink, and use the per-category contact form.
- [Folders (0–10)](https://docs.holace.io/admin-cross-cutting/documents/folders.md): Numbered folders 0 through 10 — Dustin's Dropbox-style file organization, baked into every journey.
- [Preview Modal](https://docs.holace.io/admin-cross-cutting/documents/preview-modal.md): Click any document to view it inline — PDF iframe, image viewer, or download fallback — with tag editing built in.
- [Document Tagging](https://docs.holace.io/admin-cross-cutting/documents/tagging.md): Free-form tags on documents, autocomplete from existing tags, and tag-based filtering.
- [Uploading Documents](https://docs.holace.io/admin-cross-cutting/documents/uploading.md): Upload from the journey Documents tab, supported file types, and size limits.
- [Notifications](https://docs.holace.io/admin-cross-cutting/notifications.md): The notification center, what types fire, and per-user email opt-in/out.
- [Integrations](https://docs.holace.io/admin-cross-cutting/settings/integrations.md): Stripe billing, DocuSeal e-signature, Resend email — what each does and when to enable.
- [Organization Settings](https://docs.holace.io/admin-cross-cutting/settings/organization.md): Firm name, address, contact info, and branding that appears on outbound documents.
- [Theme Preferences](https://docs.holace.io/admin-cross-cutting/settings/theme-preferences.md): Light/dark mode toggle and the HoLaCe theme system overview.
- [User Profile](https://docs.holace.io/admin-cross-cutting/settings/user-profile.md): Personal name, email, avatar, and password — your individual account settings.
- [In-App Bug Button](https://docs.holace.io/admin-cross-cutting/support/in-app-bug-button.md): Report bugs from anywhere in HoLaCe — what it captures and how it ties to GitHub Issues.
- [Support Tickets](https://docs.holace.io/admin-cross-cutting/support/support-tickets.md): A structured ticketing system — coming soon. Use the bug button or email today.
- [Tasks Overview](https://docs.holace.io/admin-cross-cutting/tasks/overview.md): Tasks attached to journeys vs floating, assignees, due dates, and status flow.
- [Roadblocks](https://docs.holace.io/admin-cross-cutting/tasks/roadblocks.md): Flag a task as a roadblock and it surfaces on dashboards and triggers attorney email alerts.
- [Avenue Overview](https://docs.holace.io/case-management/avenue-overview.md): The four fixed phases every client matter moves through — and why HoLaCe locks them in that order.
- [Journey Lifecycle](https://docs.holace.io/case-management/journey-lifecycle.md): Follow a single client matter from creation through close — and how it moves between Avenues and Stages along the way.
- [Communications Tab](https://docs.holace.io/case-management/journey-tabs/communications.md): The per-Journey log of calls, emails, and meetings with adjusters and providers — currently a placeholder, shipping as the comms thread feature lands.
- [Contacts Tab](https://docs.holace.io/case-management/journey-tabs/contacts.md): Adding and linking the people, providers, and parties tied to a Journey.
- [Damages Tab](https://docs.holace.io/case-management/journey-tabs/damages.md): The economic and non-economic damages roll-up for a Journey — overview only; deep dive in the Medical, Damages & Settlement section.
- [Dashboard Tab](https://docs.holace.io/case-management/journey-tabs/dashboard.md): The single-Journey landing page — where every other tab spokes off from.
- [Demand Tab](https://docs.holace.io/case-management/journey-tabs/demand.md): The single source of truth for the demand amount and adjuster info — overview only; deep dive in the Medical, Damages & Settlement section.
- [Demand Letters Tab](https://docs.holace.io/case-management/journey-tabs/demand-letters.md): The per-Journey list of demand letters generated for this case — distinct from the Demand tab, which holds the demand amount.
- [Documents Tab](https://docs.holace.io/case-management/journey-tabs/documents.md): File uploads attached to a Journey — overview only; deep dive in the Admin, Settings & Cross-Cutting section.
- [Expenses Tab](https://docs.holace.io/case-management/journey-tabs/expenses.md): Tracking firm-incurred case expenses on a Journey — both manual entries and HoLaCe's auto-billed line items.
- [Investigations Tab](https://docs.holace.io/case-management/journey-tabs/investigations.md): The on-Journey view of investigation requests and submitted forms — overview only; deep dive in the Service Provider & Contractor Portals section.
- [Litigation Tab](https://docs.holace.io/case-management/journey-tabs/litigation.md): Tracking suit-filed case progression — overview only; deep dive in the Medical, Damages & Settlement section.
- [Medical Tab](https://docs.holace.io/case-management/journey-tabs/medical.md): Where medical providers, treatment, bills, and records live for a Journey — overview only; deep dive lives in the Medical, Damages & Settlement section.
- [Notes / Activity Tab](https://docs.holace.io/case-management/journey-tabs/notes-activity.md): The merged team-comments and system-activity feed for a Journey.
- [Services Tab](https://docs.holace.io/case-management/journey-tabs/services.md): The parallel ServiceInstance system on a Journey — request and track third-party services running alongside the Avenue.
- [Settlement Tab](https://docs.holace.io/case-management/journey-tabs/settlement.md): The settlement calculator and net-to-client projector — overview only; deep dive in the Medical, Damages & Settlement section.
- [Pipeline View](https://docs.holace.io/case-management/pipeline-view.md): The at-a-glance view of every active Journey across your firm — where most days start.
- [Workflows, Stages & Steps](https://docs.holace.io/case-management/workflows-stages-steps.md): How HoLaCe's case-management hierarchy works — and the one layer your firm gets to customize.
- [Dashboard Tour](https://docs.holace.io/getting-started/dashboard-tour.md): A quick orientation to the HoLaCe dashboard, framed around what you're trying to get done.
- [Glossary](https://docs.holace.io/getting-started/glossary.md): HoLaCe-specific terms defined in plain English.
- [Login & First Sign-In](https://docs.holace.io/getting-started/login.md): How to sign in to HoLaCe with a magic link, and what to do if you run into trouble.
- [Roles & Permissions](https://docs.holace.io/getting-started/roles.md): A plain-English primer on each HoLaCe role and what it can do.
- [HoLaCe Documentation](https://docs.holace.io/index.md): AI-enhanced case management for personal injury law firms — from intake to settlement.
- [Form Builder](https://docs.holace.io/intake-forms/form-builder.md): Build reusable intake forms with the drag-and-drop builder. Add fields, set required rules, and preview the public version before you ship it.
- [Intake Automation](https://docs.holace.io/intake-forms/intake-automation.md): Coming soon — automatic lead routing, auto-DNQ rules, and case-type-aware intake routing based on form responses.
- [Lead → Journey Conversion](https://docs.holace.io/intake-forms/lead-to-journey.md): Promote a qualified lead into an active journey. The pre-conversion checklist, journey types, contract terms, and what happens to the original lead record.
- [Leads List](https://docs.holace.io/intake-forms/leads-list.md): Manage your firm's lead pipeline — statuses, filters, lead scoring, and the pre-conversion checklist that gates qualified leads into journeys.
- [Intake & Forms Overview](https://docs.holace.io/intake-forms/overview.md): How leads enter HoLaCe — public intake forms, submissions, the leads pipeline, and conversion into a journey.
- [Sharing Public Forms](https://docs.holace.io/intake-forms/sharing-public-forms.md): Get the public URL for a form, share it on your website or in ads, and preview the experience your clients will see.
- [Reviewing Submissions](https://docs.holace.io/intake-forms/submissions.md): View, filter, sort, and triage form submissions. Drill into a single response, update its status, and move it forward into a lead.
- [Damages Tracking](https://docs.holace.io/legal-workflow/damages-tracking.md): Medical bills, liens, and other damages — billed vs. incurred, balance owed, paid + owed, final amount.
- [Demand Letters](https://docs.holace.io/legal-workflow/demand-letters.md): Drafting, AI-assisted generation, choosing a template, and sending demand letters.
- [Disbursement Statement](https://docs.holace.io/legal-workflow/disbursement-statement.md): The 3-page printable PDF the client signs at closing — Recovery & Expenses, Medical Provider Negotiation, and Final Summary.
- [Litigation Deadlines](https://docs.holace.io/legal-workflow/litigation-deadlines.md): Tracking court-ordered deadlines, AI-extracting them from the scheduling order, and editing them by hand.
- [Litigation Documents](https://docs.holace.io/legal-workflow/litigation-documents.md): Six document sections, AI-assisted generation, and the Draft → Needs Review → Approved → Final state machine.
- [Litigation Tab](https://docs.holace.io/legal-workflow/litigation-tab.md): Where deadlines, court orders, and litigation documents live once a case crosses into the Litigation avenue.
- [Medical Chronology](https://docs.holace.io/legal-workflow/medical-chronology-extraction.md): AI-driven extraction from records, attorney edits with auto-save, version history, and Word/HTML download.
- [Medical Records](https://docs.holace.io/legal-workflow/medical-records-overview.md): How HoLaCe organizes providers, treatment dates, records, and bills on a journey.
- [Negotiation Log](https://docs.holace.io/legal-workflow/negotiation-log.md): Recording adjuster offers and your firm's responses, round by round, with value-added math.
- [Settlement Calculator](https://docs.holace.io/legal-workflow/settlement-calculator.md): From gross settlement to net to client — fees, expenses, liens, and the value-added view.
- [Completing Investigations](https://docs.holace.io/portals/contractor/completing-investigations.md): Submitting your report, what happens next, and how to handle revision requests.
- [Contractor Dashboard](https://docs.holace.io/portals/contractor/dashboard.md): The investigator's home base — today's assignments, status counts, and one-tap entry into each investigation form.
- [Get Directions](https://docs.holace.io/portals/contractor/get-directions.md): One-tap handoff from any HoLaCe assignment to the investigator's native maps app.
- [Requesting an Investigation (Firm Side)](https://docs.holace.io/portals/firm-side/requesting-investigations.md): From a journey, dispatch an outside investigator and track the request through to a returned report.
- [Reviewing Investigation Results](https://docs.holace.io/portals/firm-side/reviewing-investigation-results.md): How firm-side reviewers approve a submitted report or send it back for revisions.
- [Investigation Form Types](https://docs.holace.io/portals/investigation-forms/types.md): The catalog of investigation forms HoLaCe supports today, and what each one captures.
- [Service Providers Overview](https://docs.holace.io/portals/service-providers-overview.md): How HoLaCe firms and outside providers (investigators, expert witnesses, runners) work together through parallel Service Instances.
- [SP Admin Dashboard](https://docs.holace.io/portals/sp-admin/dashboard.md): The Innate Fox–style admin landing page for service providers — request queue, active assignments, and team performance at a glance.
- [Managing Investigators](https://docs.holace.io/portals/sp-admin/managing-investigators.md): Add, remove, and assign roles to your team of field investigators from the Contractors page.

## OpenAPI Specs

- [openapi](https://docs.holace.io/api-reference/openapi.json)