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Tool Gate · How it works

How the roll-up gate works

How the Document Intake Completeness gate works

This tool grades an intake queue against the requirements checklist you define. It reads 3 cases and rolls them into one verdict — the worst, never the average — then a gate that can only make it worse.

The 3 cases

01Globex onboardingfix first83% complete - government ID expiredHOLD INTAKE
02Northwind onboarding67% complete - missing W-9, malformed emailCHASE
03Acme Co onboarding100% complete - every blocker satisfiedCOMPLETE
ALL COMPLETE
every case cleared to start
CHASING
worst case is missing paperwork, no blocker failed
INTAKE BLOCKED
any case is missing, expired, or invalid on a blocker
Blocker gate · worsen-only

A blocker item - a signed agreement, a non-expired government ID, or a signed data-processing consent - that is missing, expired, or invalid holds that case at HOLD INTAKE no matter its completeness percentage. One blocked case is enough to put the whole queue at INTAKE BLOCKED.

INTAKE BLOCKED

Why: Acme is 100% complete and cleared to start, and Northwind is at 67% but only missing paperwork it's safe to chase. Globex is 83% complete - higher than Northwind - but its government ID expired, and that's a blocker. The blocker holds Globex at HOLD INTAKE regardless of the other 83%, so the queue reads INTAKE BLOCKED, not an average of the three. 1 of 3 cases held on a blocker · worst-not-average.

Fix firstGlobex onboarding - renew the expired government ID; a blocker overrides completeness no matter how high the percentage runs.

No single case is the crisis — the clustering is. The roll-up takes the worst, the gate escalates when trouble compounds, and it names the one thing to fix first. Checks your own intake packets against a checklist you define. It does not score or rank people, and it is not legal advice.