app_shell Same app shell as /client/cases. Sidebar "Cases" highlighted (wizard belongs to Cases section).
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JK
Cases/New case

Create new case

Select a provider and case type to begin.
Step 1 of 4
Provider & case type
Step 2
Company information
Step 3
Owners & contributors
Step 4
Review & save

1. Select provider

Choose a licensed provider from your active relationships. Each provider defines its own requirements, fields, and document checklist.

Lumen Asia
Singapore-licensed digital banking provider · cross-border B2B operations
Active relationship · 2 cases completed
Helios Trust
EU-licensed custody provider · institutional accounts
Active relationship · 1 case in progress
Northbank Custody
UK-licensed custody & settlement · fiat and asset-backed instruments
Active relationship · 1 case submitted

2. Select case type

Case types available depend on the selected provider. Each case type has its own field set and required documents.

Corporate onboarding
Open a new corporate relationship · company data, beneficial owners, business activity, and source of funds.
Most common · 4–6 weeks typical timeline
Account opening (existing client)
Open an additional account or service line under an existing relationship.
Lighter checklist · faster than initial onboarding
Service activation
Activate a specific service (e.g. cross-border payments) on an active account.
Minimal documentation · subject to provider approval
← Cancel
Save draft & exit Continue →
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.
alt_state · no_providers Edge case for Step 1: client has no active provider relationships. The provider list is replaced by a callout · the "Continue" button is disabled.

Shown here as a separate state, not a separate page · same Step 1 URL.

1. Select provider

Choose a licensed provider from your active relationships.

No active provider relationships. Connect a provider before creating a case. Each provider defines its own onboarding requirements and case types.
Connect provider →
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