From intake to accountable approval.

01 / The context

The problem behind the project.

A national accounting practice needed more than a form for entering clients. Its acceptance process joined account relationships, opportunities, origination economics, quality concerns, and partner approvals.

02 / The contribution

How I approached it.

1. Built a role-routed, eight-step approval workflow with executable validation for the firm's acceptance and origination rules.
2. Returned the expected approval chain and its history through one contract, including plain-English reasons for each participant.
3. Derived joins and projections from the database's foreign-key graph, and generated synchronization, validation, and transfer contracts from the same metadata.
4. Carried the automation contract across four UI generations and retargeted the product during a practice-management platform migration.

03 / The result

What the work made possible.

The annually licensed product carried the practice's full client- and engagement-acceptance process, recording 8,473 workflows and 21,634 partner decisions. The server contract outlasted the interfaces built on it.