Client onboarding stages
This will be the first-run flow for invited clients and newly onboarded matters.
Identity and contact details
Confirm client name, address when available, phone, and email details.
Matter intake
Collect service-specific information so the right workspace starts with the right operational context.
Portal readiness
Set expectations for documents, forms, billing, and chat inside the portal.
Design principle
Client onboarding should feel polished and simple, not like an internal admin form.
Client-facing
We are keeping client onboarding and consultant onboarding in the same product codebase, but they will have clearly different UI tone and complexity.