Handoffs with owners, not hope.
When an agreement is signed, open one case for compliance, operations and sales, with the people involved, the evidence still missing and who acts next.
- Linked to the customer and the agreement
- Required steps with owners
- Visible only to the people involved
- Certificate of incorporationCompliance · ZaraReviewed
- Directors’ identificationCompliance · ZaraReviewed
- Board resolutionRequested from Foundry LabsWaiting
- Configure the accountOperations · EmekaNext
- Launch reviewSales · AdaAfter 2 steps
Everyone sees the same next step.
A case gathers the participants, their responsibilities and the steps each must complete, with required steps marked. Missing evidence and blocked steps are in plain view, so the customer is never promised a launch date the team can’t keep.
- Steps by department, with an assignee each
- Required and optional steps
- A reviewer approves the final handoff
- Certificate of incorporationCompliance · ZaraReviewed
- Directors’ identificationCompliance · ZaraReviewed
- Board resolutionRequested from Foundry LabsWaiting
- Configure the accountOperations · EmekaNext
- Launch reviewSales · AdaAfter 2 steps
Everything that comes with it.
Start each onboarding from a template of the steps your business always needs.
Assign steps to compliance, operations, sales or finance, and to a named person.
A case is visible to the colleagues involved in it, not to the whole workspace.
The customer, the opportunity and the signed agreement stay attached to the case.
Qasha shows what is missing; approving a customer stays with your reviewer.
Notifications inside the workspace tell people when something needs them.
Does Qasha verify identities or businesses itself?
No. Qasha coordinates the compliance work and shows what evidence is still missing. Checking it and approving the customer stay with your reviewer.
Who can see an onboarding case?
The colleagues involved in it. A case is not visible to the whole workspace by default.
Bring the whole deal into one place.
We’ll walk through your process, from first email to recurring invoice, and show you where Qasha fits.