Josh Nelson

Dorf Nelson & Zauderer LLP

This is where Josh started — and where AI changed how the firm runs. He brought Dorf Nelson & Zauderer onto Anthropic's Claude and trained the team to use it day to day, then built the firm's entire billing portal: one secure, AI-run login where the owner sees the whole financial picture of the firm, always current. It replaced hours of manual spreadsheet work and made the firm dramatically more efficient — the numbers update themselves from the firm's accounting exports, and the portal writes a plain-English read-out of what changed after every update.

• One secure dashboard giving the owner an at-a-glance, always-current view of the firm's finances
• Receivables and collections — what's outstanding and where to focus follow-up
• Profitability, cash position and work-in-progress, refreshed automatically from the firm's reports
• Plain-English summaries of what changed after every update

• An automated tool that allocates incoming payments to the right attorneys and exports a clean, ready-to-use Excel summary

• Brought the firm onto AI — onboarded the team to Anthropic's Claude and trained them to use it day to day
• An AI-driven portal that refreshes itself from the firm's reports and writes its own plain-English insights — no manual work
• Rebuilt the firm's public website — attorney profiles, practice areas and news
• Improved the firm's visibility in AI-powered search
• Encrypted and owner-only — data unlocks in the browser after login

ASA

For a custom team-uniform manufacturer, Josh rebuilt the public website and built an AI-run command center for the business — a private, owner-only portal that reads the company's reports and rebuilds itself every pass, turning raw operations and finance data into live dashboards the owner can read at a glance. Same AI-loop approach as the firm: drop in the reports and the portal re-crunches everything and refreshes every chart.

• A private executive dashboard that turns the company's operations and finance data into live, always-current views
• Revenue, collections, production and shipping performance — all at a glance
• A built-in assistant that answers plain-English questions about the business
• Auto-generated Excel and PDF exports, refreshed automatically from the company's reports
• Encrypted and owner-only — the data unlocks in the browser after login

Third House Capital

For a private-equity family office with a multi-sector portfolio across real estate, technology, healthcare and finance, Josh built and maintains the investor-facing website and a private, login-only investor portal.

• Secure investor portal — sign-up, login, and full password reset, so only approved investors get in
• Portfolio showcase — the companies the fund backs, with logos and links
• Performance dashboard — portfolio metrics on one screen
• Investor documents — press releases and downloadable PDF reports served straight from the site
• Team and contact pages, plus the public marketing site

One of the businesses under Third House's management is Leafwell Farm, an eco-wellness cabin retreat. Josh built its entire guest-booking platform end to end.

• Browse cabins with a detailed listing page for each retreat
• Live availability calendar — guests pick their dates and see what's open
• Stripe checkout — real card payments, with automatic email confirmations after each booking
• Admin dashboard — the team sees and manages every booking in one place
• An investor page, an interactive 3D globe and map of the location, and an FAQ
• Wired to a custom backend API that handles availability, bookings and payments