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LedgerWorksOS is preparing the client onboarding flow assembling setup steps, document status, and first-cycle readiness.
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 4Signed 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.