empty_state · with_provider First-time client who has connected at least one provider · no cases created yet. Primary CTA "+ New case" is active.

Layout: same app shell as /client/cases · same page header · filters row hidden (nothing to filter) · cases list replaced by empty-state block.
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Cases

No cases yet
+ New case
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No cases yet

A case is an onboarding or service request you submit to one of your providers. EVOLISE coordinates the workflow, documents, and follow-ups · the provider performs all regulated checks and decisions on their side.

How it works

1
Start a new case — pick one of your active providers and the case type they accept.
2
Fill in the required information — company data, beneficial owners, documents. Pre-filled from your company profile where possible.
3
Submit when ready — once readiness checks pass, the case is sent to the provider. The provider may ask follow-up questions through structured requests.
+ Start your first case
EVOLISE coordinates workflow, documents, follow-ups, and process statuses. All KYC / AML / EDD, screening, decisioning, custody, and execution remain on the side of the licensed provider.
empty_state · no_provider First-time client with no active provider relationships · cannot start a case yet. Primary CTA "+ New case" is disabled · preflight callout points to connecting a provider first.
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Cases

No cases yet
+ New case

Connect a provider first

You need at least one active provider relationship before you can start a case. Each case is created in the context of a specific provider.

Connect provider →
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No cases yet

A case is an onboarding or service request you submit to one of your providers. To start your first case, connect a provider · once the provider accepts the invitation, you can create cases with them.

Getting started

1
Connect a provider — send an invitation or use one provided by your provider. The provider accepts on their side.
2
Start your first case — pick the provider, choose case type, fill in required data. Most fields pre-fill from your company profile.
3
Track progress in one place — readiness, provider requests, action items, and timeline all live in this workspace.
Connect your first provider →
EVOLISE coordinates workflow, documents, follow-ups, and process statuses. All KYC / AML / EDD, screening, decisioning, custody, and execution remain on the side of the licensed provider.
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