Governed professional services
One governed platform for six professional ecosystems
TPA.Onboard brings service intake, case operations, compliance monitoring, and verified intelligence into one structured workflow, so every engagement stays visible from first question to delivery.
Platform structure
Built around clear roles and governed stages
6
Core service ecosystems
6
Governed role tiers
3
Compliance reminder thresholds (90, 30, 7 days)
3
Supported document formats (PDF, JPEG, PNG)
Six ecosystems
Each practice, one shared workflow
Advisory
Structured advisory engagements
Scoped advisory work with defined requirements, consultant assignment, and a clear record of decisions made at each stage of the engagement.
Business Intelligence
Analysis tied to verified sources
Business intelligence reports drawn from approved sources, with each finding traceable back to the document or record it came from.
Technology
Platform and integration support
Technology services covering system setup, integration of client tools, and the modular platform components that keep case data separated and secure.
Growth & Brand
Brand and growth planning
Growth and brand engagements that combine positioning work with measurable milestones, tracked as deliverables within the same case record.
Intake to engagement
From first question to a signed engagement
01
Answer the intake wizard
Conditional questions adjust to each answer, so you only see the requirements that apply to your service.
02
Complete the requirements checklist
A dynamic checklist lists each document needed, with secure uploads, full version history, and tracking states.
03
Review the engagement letter
An engagement letter is generated from your answers, ready for review before anything is agreed or paid.
04
Verify payment and start the case
Payment is verified through the integrated gateway, and the case receives an immutable number such as TPA-00125.
Start a case or open your service catalogue
Begin with the intake wizard, or browse the full service directory to see which ecosystem fits your engagement.