Cleaner intake, faster document collection, safer application prep.

A guided Docs Collect demo for Rose and client review. This page shows the workflow and product direction without connecting to live client records or production APIs.

View workflow Open real staff app

No real client data on this demo. The demo API is intentionally disabled. The live working app remains at docs.cagteam.net for authorized staff only.

Docs Collect workspaceSample view

Missing12

Requested8

Uploaded21

Ready5

✓

Manage documents
Move from overview into the working tracker.

✓

Suggest missing fields
Fill blank application fields from approved known data.

✓

Team review
Review, export, and package without overwriting saved work.

What the demo covers

The demo landing page mirrors the approved Rose-era direction while staying isolated from production data. It explains the workflow clients and staff will see in a controlled, sample-only way.

Portal intake

Show how clients submit information and documents without exposing real submissions.

Document tracker

Explain missing/requested/uploaded/review statuses and the Manage documents workflow.

Application prep

Show the safe popup flow: suggestions fill blanks only and never overwrite existing work.