Client portals
Polaris partner onboarding desk
A partner onboarding desk that sequences contracts, policy acknowledgements, and kickoff tasks without burying teams in attachments.
Launch window: 10-13 days · Sequential workspace
From 149,000 KRW per month (informational)
Polaris walks new partners through staged cards that mirror how legal and operations teams already collaborate. Each stage can require a typed acknowledgement, uploaded stamp, or scheduled workshop. Automation schedules reminders, but release gates stay manual so external reviewers keep oversight.
Capabilities
- Stage gates with mixed media uploads
- Parallel tracks for technical vs. policy reviewers
- Comment threads pinned per document
- Automation reminders with quiet hours
- Printable summary for leadership archives
- CSV export of completion timestamps
Outcomes
- Partners know what is due before the kickoff call starts.
- Policy and technical reviewers stop duplicating questions.
- Leadership exports a defensible archive without opening email chains.
Responsible editor
Sora Kim
No-code solutions architect specializing in operational workflows.
FAQ
Does this store signed contracts?
It stores references and checksum metadata. Long-term archival should still follow your records policy.
Can partners skip stages?
Only admins with the right role can override, and overrides are logged visibly.
Limitation
Video acknowledgements are not supported; use linked recordings instead.
Field notes
“Polaris desk keeps partner onboarding from feeling like a scavenger hunt. Automation pings, humans unblock.”