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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 an investigator submits a report, status moves to PENDING_REVIEW and the report lands in the firm’s investigation review queue. Reviewing investigations is typically an attorney or senior paralegal task — the report becomes the evidentiary backbone of the demand letter that follows. [Screenshot: Firm-side investigations review page with a list of submitted forms grouped by status (Pending Review, Under Review, Approved, Revision Requested)]

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Where to find pending reviews

Two routes lead to the same place:
  • Sidebar → Investigations — global queue across all journeys, filtered by tabs (Pending, Under Review, Approved, Revision Requested).
  • Journey → Investigations tab → click a PENDING_REVIEW card — opens that specific submission.
The Pending tab is the one that fills up. Most firms work it down once a day.

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Inside a submitted report

Opening a submission shows a full investigation summary:
Address, unit, tenant name, investigation date, the investigator who completed the field work, and the urgent action flag if it was set.
Each of the form’s nine categories (Electrical, Plumbing, HVAC, Pests, Water Damage, Structural, Safety, Paint & Surfaces, Elevator) shows the violations the investigator checked, the severity, and the per-category notes. Empty categories are collapsed.
A grid of every photo the investigator uploaded, grouped by category. Each photo carries metadata: the timestamp it was captured, GPS coordinates if location was granted, EXIF camera model, and the investigator’s caption. Click a photo to enlarge.
The free-form narrative the investigator wrote at the end of the form.
A timeline of every status transition (InvestigationRequestStatusUpdate): who flipped status, when, and any comment.
[Screenshot: Investigation review detail showing the violation list on the left and a photo grid on the right]

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Approving

If the report is complete and accurate, click Approve. Three things happen:
  1. Status flips to COMPLETED.
  2. The contractor’s dashboard card moves to their Completed stat.
  3. The report becomes eligible to feed the Woods investigation demand-letter pipeline — HoLaCe can now generate a draft demand letter from the violations, severities, photos, and narrative.
Approval is one-way. To revise an approved report, your firm has to either ask for a supplemental investigation or do it manually and re-attach.

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Requesting revisions

If something’s missing — a photo angle didn’t capture the violation clearly, the notes don’t connect a finding to a specific room, the urgent flag should be set — click Request Revisions.
1

Write specific notes

The revision modal asks for comments. Be specific: “Electrical: please add a wider photo of the breaker panel showing the exposed wiring.” Vague notes (“more detail”) delay turn-around.
2

Submit

Status flips to IN_PROGRESS (back in the contractor’s hands). The investigator gets a notification with your notes.
3

Re-review

When they re-submit, the request returns to PENDING_REVIEW with a new entry in the status history. Repeat as needed.

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Marking “Under Review”

If you’ve started reviewing a report but aren’t ready to approve or revise, you can flip it to Under Review. This signals to the rest of your team that someone owns the review, so two people don’t duplicate work. It’s a soft status — no notification is sent.

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What happens after approval (the demand-letter handoff)

A common firm workflow: approve the investigation, then immediately click Generate Demand Letter from the same page. HoLaCe pulls the violations, severities, and photos into the draft demand letter, which the attorney edits and sends. See the demand letter docs for that flow.
The full investigation → demand letter pipeline is documented in Legal Workflow → Demand Letters → Woods Pipeline.