Custom web apps · A separate practice

Horizon Portals

Centralize everything. Automate the rest.

We build the web application your business actually needs, with AI and Claude wired directly into your operations. Your clients, your files and your workflows in one place, and the repetitive work handled on its own. You save time and payroll, and the platform is yours.

The starting point

Most companies run on a patchwork

A CRM on one side, spreadsheets on the other, a shared drive, a project tool nobody fully trusts, and a lot of email holding it together. Nothing is wrong on its own. Together, they cost hours every week, the same information gets typed three times, and nobody can answer a simple question without opening four tabs.

What we usually replace

  • Spreadsheets
  • A CRM nobody fills in
  • A shared drive
  • A project tool
  • Email threads
  • Manual re-entry

What you get instead

One application, built for how your business runs, on your own infrastructure.

Where the AI actually helps

Claude inside your operations, not beside them

AI is not a chatbot bolted onto a corner of the screen. It sits inside the workflows your team runs every day, and it takes over the parts that never needed a human in the first place.

It reads your documents

Invoices, contracts, forms and emails come in, and the useful fields come out: amounts, dates, names, references. Filed in the right record, without anyone re-typing them.

It writes the routine messages

Follow-ups, confirmations, summaries and status updates are drafted in your tone, ready for a quick read and a send.

It watches what slips

Deadlines approaching, files stalled, clients who never replied. The system flags them before they become a problem instead of after.

It answers questions about your own data

Ask in plain language how many files are open, what is late, or where a client stands. No report to build, no export to Excel.

How it ships

Five short stages, each one usable on delivery

Every stage is scoped in a short workshop, demoed, put into service and handed over before the next one starts. You can stop after any stage and keep what was delivered.

  1. 01

    Your CRM

    2 to 3 weeks

    The commercial memory of the business: who your clients and prospects are, where each conversation stands, and what the pipeline is worth.

    • Unified contact base with your own fields
    • Visual opportunity pipeline
    • Full history per contact
    • Import from your existing files
  2. 02

    Your operating data

    3 to 4 weeks

    Whatever your business actually tracks: files, projects, orders, mandates or jobs, with the views your team uses and no subscription to a third-party database.

    • One record type per line of work, with custom fields
    • Table, kanban and calendar views
    • Configurable statuses and attachments
    • Import from your current tool, nothing re-keyed
  3. 03

    Your workflows

    2 to 3 weeks

    Who does what, when, and how the client stays informed without anyone having to think about it.

    • Assignment and notifications per role
    • Steps built from your real procedures
    • Internal notes and discussion per record
    • Deadline tracking with proactive alerts
  4. 04

    Your AI automations

    2 to 3 weeks

    The stage where the hours come back. We wire Claude into the tasks your team repeats, one process at a time, starting with the most expensive one.

    • Document reading and automatic filing
    • Drafted messages and summaries in your tone
    • Rules and reminders that run on their own
    • Plain-language questions about your data
  5. 05

    Your client portal

    3 to 4 weeks

    Each client gets a private space under your brand, where they drop documents, see where things stand and stop calling the office to ask.

    • Drag-and-drop document upload
    • Live view of their own files
    • Online signature and payment
    • Secure messaging tied to the record

Roughly seven to twelve weeks end to end, depending on how many stages you take. Hosting runs a few dollars a month, and there is no software subscription on top.

What you own

It keeps running without us

The most reasonable question anyone asks: what happens to this if you disappear, or if a supplier does? The answer is built into the architecture, not into a promise.

01

The code

On your own repository. Ordinary, standard code that any developer can pick up.

02

The data

On your own server, in Canada. Never locked inside a third-party product.

03

The server

Your hosting account, your domain. The application runs at your place, not at ours.

AI is a tool we build with, and the assistant features inside the app call an external model. If that supplier disappeared, only those features would pause, and they can be pointed at another model in a few lines. Your clients, records, invoicing and documents are untouched.

Portals we have built

Different industries, the same method.

Every application below runs in production today, built step by step with the team that uses it. Sectors only: the mandates are confidential.

A Québec accounting firm

The firm now runs its clients, its files and its follow-ups in one place, instead of spreading them across a spreadsheet, an inbox and a few sticky notes.

What we built

  • Client and prospect base with custom fields
  • File tracking by mandate type
  • Internal workflow and task assignment
  • Automatic reminders for missing documents

An accounting and tax practice

Their existing filing system and project tool were imported as they were, so nobody had to re-enter a year of work to get started.

What we built

  • Migration of the existing client binder
  • Import of the current project tool
  • Five simplified modules, no feature nobody asked for
  • Hosted on their own infrastructure

A coaching and advisory firm

A bilingual portal where participants follow their program and the team sees, at a glance, where each cohort stands.

What we built

  • Bilingual interface, French and English
  • Three programs with their own tracks
  • Participant registration and follow-up
  • Team dashboard by cohort

These portals hold real client files, so they stay behind a login and we do not publish screenshots of them. If you want to see how one works, we walk you through a demo version built with sample data during our call.

The terms

Stop whenever you want

You can end the engagement after any stage and keep everything delivered so far, with no penalty.

No annual commitment

No lock-in and no software subscription. Hosting is a few dollars a month, paid to your own provider.

Your team stays autonomous

Each stage includes hands-on training, so your people can run and extend the system without calling us.

Thirty-day guarantee

Corrections after each stage are free for thirty days, no questions asked.

A walkthrough

See a portal running before you decide anything.

We show you a working portal built with sample data, and we map your first stage on the call. No commitment, and nothing to prepare.

  • 30 minutes
  • Free
  • A real demo, not slides

Let’s map the first stage of your portal.

We have a feeling that this is the beginning of something wonderful. Send us an email with your project needs, and we’ll get back to you within 1-2 business days (probably sooner).
© Copyright, Horizon B2B 2025