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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.

When a HoLaCe firm needs an outside investigator — to walk a habitability property, photograph a scene, interview a witness — it doesn’t leave HoLaCe to do it. The journey itself is the dispatch desk: pick the right service provider, attach context, send the request, and watch the status update as the work progresses. This is the firm-side counterpart to the SP admin assignment workflow. What you submit here lands on Adrianna’s queue at Innate Fox within seconds. [Screenshot: Journey detail page with the Investigations tab selected and an active “Investigation in progress” status pill at the top]

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Where the action lives

Open any journey, then click Investigations in the journey’s inner nav. This panel is part of the parallel-services system — investigations don’t move the avenue forward, they run alongside whatever stage the case is in. See Service Providers Overview for the parallel-services concept in full.

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Creating a new request

1

Click New Investigation Request

Top-right of the Investigations panel. The button is hidden if no service provider is set up for your firm yet — see your firm admin or HoLaCe support.
2

Pick the service provider

A modal opens with the providers wired into your firm. Innate Fox is the canonical investigation partner for habitability work. (MyFile Runner, the court-filing partner, is shown alongside but appears as coming soon until Q3 2026.)[Screenshot: Service Provider picker modal with the Innate Fox tile highlighted]
3

Fill the request form

Required and recommended fields:
  • Investigation type — currently HOUSING_CA (California habitability). More types unlock as HoLaCe partners expand into other states and case types.
  • Property address — full street address. The address is what the SP and contractor will see and navigate to.
  • Unit number — apartment/suite, when applicable.
  • Tenant name and phone — your client. The investigator may need to coordinate access.
  • Landlord name — for context; not required.
  • Priority — STANDARD, URGENT, or EMERGENCY. This drives the SLA the SP commits to. See Assigning Requests for the SP-side SLA table.
  • Preferred date — when the firm would like the field work to occur.
  • Special requirements — gate codes, animal warnings, language preferences for the tenant interview, anything the field investigator should know before showing up.
  • Description — free-form context for the investigator.
4

Submit

HoLaCe creates the InvestigationRequest, links it to this journey, and notifies the chosen provider. A new card appears in the panel with status PENDING.

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Tracking the request

The Investigations panel on the journey shows a card per request with a live status badge:
StatusWhat it means
PENDINGSubmitted; SP hasn’t assigned an investigator yet
ASSIGNEDSP picked an investigator (you’ll see their name)
IN_PROGRESSField investigator is on-site or actively working the form
PENDING_REVIEWInvestigator submitted; awaiting your review
COMPLETEDYou approved the submitted report
ON_HOLDSP paused — usually waiting on tenant access
CANCELLEDRequest withdrawn
[Screenshot: Investigation card on a journey with an “Assigned to Vince Soria” subtitle and a blue “Assigned” status badge] You can drill into any card to see:
  • The investigator’s name and contact (when assigned).
  • The scheduled date.
  • A live link to the investigation detail (read-only until the report is submitted).
  • A status timeline (InvestigationRequestStatusUpdate records).

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Attaching context

If something changes mid-flight — the tenant just messaged you about a new violation, you’ve gotten a related document — you can append notes from the request card. The investigator sees these in their assignment instructions on next refresh.

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Cancelling

If a case is settled before the investigation runs, click Cancel Request on the card. Status moves to CANCELLED, the SP and the assigned investigator are notified, and the work is removed from their dashboards.
When the request returns with status PENDING_REVIEW, the next step is on the firm side: see Reviewing Investigation Results for what to do with the submitted report.
Forward-link: the journey’s investigations panel is documented end-to-end in Case Management → Journey Tabs → Investigations.