01 / The context
The problem behind the project.
Accepting a client or a new engagement is a business decision, not simply a database insert. Client Onboarding gives firms a working space for incomplete intake, risk questions, origination, and approvals before proposed work becomes official practice-management data. It supports new prospects and additional work for existing STAR clients.
02 / The contribution
How I approached it.
- Separated proposed accounts and Job Opportunities from accepted STAR clients and jobs, with validation and routing shaped to the firm's approval rules.
- Made downstream creation transactional and dependency-aware: a new parent is created before its child, and an existing client is reused when another opportunity is approved.
- Preserved the approved opportunity as a frozen snapshot while showing the current, synchronized STAR client and job alongside it.
- Built the product around metadata-derived queries and generated contracts, allowing the operating model to survive changes in interface technology. Customer-specific add-ons remain distinct from the core product.
03 / The result
What the work made possible.
An original licensed product whose lineage carried a national practice's full acceptance process. Its essential distinction is durable: what was approved stays preserved, while the resulting client and job continue their operational lives. The historical production implementation is documented separately in the portfolio.
Approvedbefore official STAR setup
Frozenacceptance-time snapshot
Liveresulting client and job context
