Six-stage client journey and onboarding
Assign a compliance manager, complete consultation and portfolio review, control proposal readiness and verify onboarding completion.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand the six-stage client journey
Use the pre-onboarding journey separately from the operational case status.
Stage 1: Request Received
The request exists and is acknowledged automatically.
Stage 2: Appointed Compliance Manager
Assign an active staff member to own the pre-onboarding journey.
Stage 3: Initial Consultation
Record the consultation as Pending, Scheduled, Completed or Not required.
Stage 4: Portfolio Review
Record the portfolio review as Pending, Completed or Not required.
Stage 5: Proposal
Prepare and deliver the immutable proposal after the portfolio gate is complete.
Stage 6: Onboarding
Complete onboarding only after an accepted proposal passes signature verification.
Assign the active compliance manager
Choose an active staff member and save the journey foundation.
Update consultation status
Choose Pending, Scheduled, Completed or Not required and add a client-visible note.
Write the consultation note
Explain the scheduled, completed or not-required outcome in language suitable for the client portal.
Update portfolio-review status
Choose Pending, Completed or Not required after the consultation gate is satisfied.
Write the portfolio-review note
Explain the review outcome in client-visible language.
Save journey foundation changes
Submit manager, consultation and portfolio fields as one validated transaction.
Understand unchanged journey submissions
Recognise when submitting identical journey values produces no material update.
Understand journey timestamps
Retain completion timestamps for unchanged completed stages and record timestamps when a stage first completes.
Separate journey stage from operational status
Do not use operational case status as a substitute for the six-stage onboarding journey.
Pass the proposal readiness gate
Complete or waive consultation and portfolio review before proposal upload becomes available.
Pass the onboarding verification gate
Allow stage 6 only after the linked native proposal is accepted and signature identity evidence is verified.
Review journey audit evidence
Use the case audit/timeline to confirm manager and journey-foundation changes.
Resolve journey validation errors
Correct inactive staff, invalid statuses, premature portfolio completion, excessive notes or missing workflow tables.