Structured intake keeps the chosen commercial path intact
Review, signature, and payment
Structured summary, signature request, checkout, and handoff into operations.
The final stage connects review, consent, signature, and payment before the order is handed into CORE operations.
The later finish step should reopen summary, consents, signature, and checkout from one resumable state.
The final handoff checks completeness before signature, consent, and checkout become available.
Structured summary of entity, owners, and identity inputs before signature.
Later consent text should stay attached to the signature and order state.
The client should upload identity and support files directly into TAVALIS, not through scattered mail attachments.
Each artifact should show whether it is prepared, conditional, accepted, or requires replacement.
Customer-visible document slots should later surface the safe projection of reviewed artifacts and issued records.
Legacy ShareFile remains acceptable as a bridge, but the customer-facing truth should converge into TAVALIS.
Primary identity artifact with later review-state and replacement handling.
Only required when review or compliance explicitly asks for it.
Summary pack that bridges intake completion into signature and order handoff.
The customer should understand service lane, package scope and commercial posture before entering structured work.
Customer data should move into guided intake instead of scattered email or PDFs.
The finish step should connect review, signature, checkout and the accountable order state.
After activation, the customer should continue with status, documents, tasks, messages and billing visibility inside the portal.