TAVALIS
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Customer journey

Package selected, now keep the order anchor intact

1
completed
Pricing and scope
2
current
Checkout / order anchor
3
upcoming
Structured intake
4
upcoming
Protected portal continuation
Checkout preparation

Checkout should create an accountable order, not another manual email thread.

This page turns the intended checkout path into a visible product surface: plan selection, customer account anchor, signature handoff, and immediate portal visibility after payment.

Selected package
operator-stack
Operator stack
$2,400 · launch + post-formation setup track

Adds post-formation coordination, banking preparation, and stronger operating guidance after the initial setup.

Everything in US LLC launch
Post-formation guidance lane
Priority operator review
Billing and compliance visibility
Back to pricingStart intake for Operator stack
Visible handoff sequence
1
Plan selected
The customer understands package scope and visible pricing before entering payment.
2
Account anchor prepared
The future customer account should attach to a verified email identity and a resumable order record.
3
Signature handoff reserved
Checkout should hand the client into the live e-sign provider instead of falling back to manual files.
4
Portal order created
A successful checkout should immediately create billing, documents, and task visibility in the portal.
Post-checkout visible states
Order record
Create one customer-visible order with commercial and operational references.
Billing visibility
Show receipt, package scope, and planned recurring coverage without overstating live billing automation.
Portal modules
Documents, tasks, and secure messages should open from the same order state.
CORE trigger
Queue the operational handoff through a versioned event instead of hidden UI-only state.
Guardrails

No live Stripe activation without Guido approval

No fake payment success state without a real provider callback

No checkout path that loses the customer account/order link

No signature fallback that turns the flow back into manual file chaos

Back to pricingReview auth readiness
Order readiness
Portal-visible order anchor
Prepared

Checkout should create one accountable order record that survives payment, signature, and portal entry.

CORE handoff via outbox
Prepared

Order and payment milestones should leave TAVALIS through idempotent outbox events instead of ad-hoc callbacks.

Immediate client visibility
Prepared

Billing, documents, tasks, and secure messages should attach to the same order surface after success.

Order anchor model
Stable order id format: TVL-YYYY-NNN
One order per customer-visible checkout path
Verified email remains the primary account anchor
Selected package id remains attached to the order for pricing truth
Portal visibility should attach to the same order record after success
draftready-for-checkoutpayment-pendingpayment-confirmedsignature-pendingportal-projectedfailedcancelled
Success and failure paths
Success path
Create or update one accountable order anchor
Attach package scope and customer identity to that order
Project billing, documents, tasks and messages from the same order state
Queue CORE handoff through a controlled event path
Failure path
Do not fake payment success
Keep the customer identity and order draft recoverable
Expose retry posture without spawning duplicate orders
Do not open portal billing/projected states before real confirmation
Commercial activation gate
Payment rail: TAVALIS LLC → Stripe
EIN confirmed
pending-external
Bank account operational
pending-external
Stripe account connected
pending-external
No live payment activation before all TAVALIS LLC gates are complete.