Custom Business Applications
Applications designed around your workflows, from client portals to internal tools that connect your systems, often replacing expensive subscription software.
Scope of work
- Internal tools and desktop applications for tasks your staff repeat every day.
- Dashboards that bring information from several systems into one place.
- Portals for clients, partners or subcontractors.
- AI assistants that answer questions from your own data, with fixed limits on what they can read and change.
- An initial version that addresses the most time-consuming part of the problem, followed by incremental improvements based on feedback from the staff who use it.
- Installation, staff training and updates, with each previous version retained so that any change can be reversed.
The Approach page describes how a project runs, from the first conversation to staff training.
Typical clients
This service suits organizations whose staff enter the same information into several systems, or whose processes do not fit packaged software. Often the organization already pays for capable systems, and what it lacks is a connection between them or a single screen that brings their information together.
Selected case studies
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Financial Planning and Services · Custom Business Applications
An assistant that answers advisors' questions from the firm's own records
Advisors ask about any client in plain English and receive answers from the firm's own records, including a summary to prepare for each client review.
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Financial Planning and Services · Custom Business Applications
From a prospect's documents to a draft financial plan
The system reads statements, tax returns and pay stubs, so staff never key in a prospect's information. It then drafts a complete financial plan customized from the firm's archive of past plans.
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Financial Planning and Services · Custom Business Applications
A timeline of each client household's life events, built from years of notes
Births, deaths, marriages, retirements and moves found in years of client notes, each with its source sentence, shown as a timeline and family tree for each household.
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Financial Planning and Services · Custom Business Applications
Meeting notes that replaced a leading AI notetaker
Notes and follow-up emails drafted in each advisor's style and connected to the firm's CRM and email, at a lower cost than the subscription it replaced.
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Financial Planning and Services · Custom Business Applications
Household rebalancing trade lists that follow the advisor's rules
Whole-share trade lists across all of a household's accounts that follow the advisor's own rules and give the same trades from the same inputs.
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Financial Planning and Services · Custom Business Applications
Private AI search over support tickets, on the company's own server
Support agents find the past tickets that answered a new question, with the AI running on the company's own server so ticket text stays in-house.
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Construction · Custom Business Applications
Subcontractor bid invitations and tracking for a commercial contractor
A subcontractor directory by trade, bid lists for each project, invitations subcontractors answer from their inbox, addenda and reminders before each bid is due.
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Construction · Custom Business Applications
Blueprints read and turned into first-draft takeoffs
Estimators upload a job's drawings and specifications. The system reads them and drafts the quantity takeoff, ready for the estimator's review.
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Nonprofits · Custom Business Applications, Process Automation
A custom system that replaced a nonprofit's CRM
Built around the churches the organization serves, with every order, contact and conversation in one place and follow-up drafted at the right moment.
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Nonprofits · Custom Business Applications
From interview transcripts to a consulting report draft
A consultant uploads a church's interview transcripts, confirms the themes and recommendations the tool finds, and receives a report draft in a standard outline to edit.
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Education · Custom Business Applications
An AI tutoring platform that builds a course and teaches it one-on-one
A course builder that turns documents or a conversation into a course, and an AI tutor that teaches it one-on-one, on a branded site for each organization.
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Home energy services · Custom Business Applications
A repair-knowledge database for home battery systems, tested before launch
Forum threads, manuals and repair videos organized into failure modes and fixes, each statement with its source, behind a public reference site and an AI lookup for repair partners.
Discuss a project with Jeff Hunt
Schedule a free 30-minute phone call, or write to [email protected]. A brief description of your organization and the work you want to improve is enough to begin.