LedgerWorksOS

Client Onboarding

uses the canonical progress stepper and checklist patterns to show where the converted client sits in the onboarding sequence.

Error

Client onboarding unavailable

The client onboarding timeline could not be loaded. The full product experience should offer a retry without losing the selected client.

Return to client detail

Onboarding Progress

Paula Reyes setup sequence

This sequence is intentionally concrete: finish onboarding, finish documents, then stabilize the recurring service cycle.

Client onboarding progress

Step 4 of 4

Signed engagement letter

Commercial scope confirmed.

Payroll source files collected

Baseline files were collected during onboarding.

Approval path confirmed

The approval contact and escalation path are known.

Recurring cycle started

The client is live, but the current cycle has blockers.

Readiness and handoff

What the team should do next

This view should help the operator move from onboarding progress to documents and tasks without guessing which surface comes next.