Client Bio: Sirote & Permutt provides all clients, both large and small, including Fortune 500 corporations, family-owned businesses, and high net worth individuals, with exemplary representation across the firm’s practice areas and industries. We understand that our clients’ interests rarely exist in a silo. Therefore, they benefit from not only the depth of knowledge of our individual attorneys but also the depth and breadth of our experience throughout the firm as a whole.

From the firm’s founding in 1946, the people of Sirote & Permutt have approached the practice of law with a focus on uncompromising values: Integrity and trust. Selflessness, courage, and loyalty. Above all, excellence, passion, leadership, and commitment.

Project Vision: Develop and extend the KEYSYS Workflow engine to optimize processes through automation, and protect the insurer from potential litigation with by creating an auditable archive of all new business intakes and the decisions and notes relating to those intakes.

The requirements mandated a solution that could facilitate concurrent workflows and approvals, presented users with a dashboard with work queries and status based on role, and the ability to archive all new business intakes and corresponding artifacts for audit. In addition, the client requested that the software automate the creation of daily company-wide emails.

Our Approach:  Our client was asked by their ensuring agency to create an audit-able workflow process for onboarding new clients and projects. The new system should document and archive decisions throughout the process of client creation and validation. Our team invested multiple resources and many hours documenting and studying existing processes and paper forms in order to define requirements for the new system.

Afterward, we developed a new workflow, documented that workflow, and designed the workflow software application to support the new processes and requirements.