Formation flow V2 groundwork
A structured intake should feel guided, resumable, and operationally clean.
This page now acts as the intake hub: each step has its own preview state, clear checkpoint model, and a dedicated entry path for the later portal-native flow.
Visible steps
4
Current focus
Owners
Flow posture
Guided + resumable
Flow steps
1
Company setup
Completed
Jurisdiction, entity type, proposed name, and business activity.
2
Owners and responsible parties
Current
Ownership structure, beneficial owners, and EIN-relevant personal data.
3
Identity and documents
Upcoming
Passport upload, address details, and supporting verification documents.
4
Review, signature, and payment
Upcoming
Structured summary, signature request, checkout, and handoff into operations.
Current step preview
Owners and responsible parties
The flow now separates ownership, beneficial owner logic, and responsible-party data into a dedicated stage so the later EIN and compliance paths can remain structured.
Full legal name
Country of residence
Ownership percentage
Tax/EIN details
Flow design rules
Draft & resume
Each step needs resumable progress with clear return points instead of unfinished email loops.
Upload cards
Document uploads should later surface with review states, replacement flows, and protected metadata.
Review handoff
The final stage should connect review, signature, payment, and operational handoff without fragmented side channels.