Verification still matters
Workflow map
Client-to-billing handoff
A continuous process path from setup and lead qualification through client work, evidence, deadlines, books, billing posture, and final review.
Current optimization
Turn delivery readiness into a clear billing/support handoff without mixing payment status with workspace access.
Handoff rule
Move only when the plan, invoice, payment state, and support path are visible.
Ready signal
Subscription state, invoice history, recovery path, and support escalation are visible.
Workspace subscription
Practice Pro
LedgerWorksOS Workspace is still on the alpha manual-billing path. The subscription routes should make billing posture visible before locked-state edges start affecting the workspace.
Recommended plan
Practice Pro
Workspace identity
Verification pending
Provider
manual-billing
Access Path
Use billing to unlock the right surface
Keep the locked-state and billing stories aligned. This view should always explain whether the blocker is subscription, workspace verification, or missing provider confirmation.
Access gating
Document vault access
Sign in to an active workspace to evaluate subscription access.
Billing state separation
What each status means
Billing now separates payment posture from workspace access, authentication role, and identity verification so users can see which control is blocking the next action.
Billing status
Upgrade Needed
Plan, invoice, payment, and provider entitlement state.
Workspace access
No workspace
Whether the current session is attached to a workspace record.
Authentication role
Not signed in
Whether this user can inspect, upgrade, or only preview billing.
Verification status
Verification pending
Whether identity verification is complete enough for trusted billing flows.
Revenue Streams
Billing streams are tracked separately
Practice subscription, client payments, Academy Pro, and marketplace commission are separate states, not one blended billing flag.
Practice subscription
Workspace access
Client payments
Receivables follow-up
Academy Pro subscription
Learning entitlement
Marketplace commission
Platform revenue share
Readiness checks
Billing status previews
Subscription status now has explicit standard, preparing, and needs-attention conditions instead of only living inside a generic locked page.