Client readiness, composed
DocuChase is designed to bring evidence, constraints, decisions, and readiness into one controlled operating view.
The product, in motion
Each position is reserved for a verified workflow recording captured inside the actual DocuChase application—not a marketing reconstruction.
Workflow preview 01 · Clients
The implemented client workflow opens from the portfolio, validates the relationship record, and returns the new client to the operating view.
Implemented authenticated workflow · recording requires an isolated test tenant
The operating model
An upload is one event. Readiness depends on the evidence present, the work still open, and the professional decision that follows.
One thresholdApplied without losing context.
The work behind the state
Missing items, exceptions, deadlines, and file status stay visible as separate operating signals.
Collection, preparation, review, and filing remain connected instead of becoming isolated handoffs.
Who can access the work, what can be shared, and when it moves stay inside a visible governance boundary.
Patterns become useful only when reviewers can return to the evidence and operating context behind them.
Workflow model
The designed sequence keeps requesting, collection, follow-up, and completion visible as one controlled workflow. Outbound execution remains subject to its certified channel boundary.
Workflow preview 02 · Requests
Client, request package, and delivery context belong in one coherent flow. Outbound delivery remains release-gated until a certified provider sandbox is attached.
Implemented interface · outbound delivery currently fail-closed
One operating language
Evidence and open work remain visible as distinct inputs.
Disconnected facts resolve into one explainable view.
Scope and authority stay visible before any action moves forward.
Movement becomes useful without losing the underlying record.
Workflow preview 03 · Assistant
The final Assistant design keeps the question, supporting context, prepared work, and human decision boundary in the same review moment.
Private future-state preview · live agent runtime remains disabled
Security boundary
DocuChase’s document-security architecture treats encryption, authorization, and provider scope as distinct boundaries that can be examined independently.
Each file is encrypted in the browser with a unique AES-256-GCM key.
The document key is wrapped to the firm using RSA-OAEP.
Ownership checks precede short-lived retrieval URLs.
Hosted on infrastructure providers that maintain SOC 2 Type 2 attestations. Provider reports apply to provider services—not to DocuChase as a whole.
Evidence before endorsement. Designed to support safeguards described in IRS Publication 4557. No customer evidence is currently published.
DocuChase
Return to an existing workspace and move from fragmented evidence to one controlled operating view.
Enter workspaceNew subscription enrollment is currently paused while technical and security certification is completed.
