client build
Horizon Data Partners
Turn finished engagements into the next conversation.
A world-class economics firm had insight to match anyone — and a website that didn’t show it. So we refreshed the brand and leveled up the feel of the site.
Then we shipped a client portal. It lets them tell the story of their work to each client, in one place, without burying it in a deck of slides. The next engagement comes from the relationship staying warm, not from a cold pitch.
At a glance
A world-class economics firm had insight to match anyone, but the work went cold the moment an engagement ended. Deliverables decayed in an inbox, and the friction of re-engaging killed follow-on deals.
I refreshed the brand and built a Next.js platform: a client portal for deliverables, progress, collaborative recommendations, and booking, paired with an admin layer — a weighted BD pipeline, an encrypted credential vault, and delivery boards — that encodes the firm’s tacit re-engagement playbook.
The binding constraint was behavioral, not technical. The founder is an economist, not a salesperson, and clients can’t feel sold to — so I leaned on the IKEA effect (clients co-author the recommendation) and deferred the AI features until the manual version proved it would actually get used.
A deployed multi-tenant platform that turns the firm’s IP into software — four real statements of work reverse-engineered into a reusable delivery portal, a BD pipeline, and an AI-readiness diagnostic.
AI components
None at runtime today — AI was used during development (v0 scaffolding, Claude-authored content), with runtime LLM features deliberately deferred.
The AI-ROI diagnostic is itself an evaluation framework — scoring a firm’s AI maturity across seven weighted dimensions against anonymized peer benchmarks.
Deterministic business workflows (inbound-lead → pipeline conversion, tier-templated kanban) built as the seams where AI drafting will later plug in.
Designed-for but not yet built: AI-assisted drafting of insight notes and a retrieval-grounded scoping tool over the past-engagement corpus; the data model was shaped to host them.
Technology
Next.js • React • Supabase • Clerk • Vercel