LedgerWorksOS

Onboarding Progress

Marco Santos setup sequence

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

Client onboarding progress

Step 4 of 4

Commercial scope confirmed and archived.

Required IDs and registration documents are already in the vault.

The standing delivery schedule is active.

The opening managed cycle has already been delivered.

Readiness and handoff

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