The client portal built for independent consultants

Look like a firm. Run like you.

ConsultBase gives independent consultants branded client portals, automated invoicing, and an AI assistant — so your clients think you have an entire operations team behind you.

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civicstrategy.myconsultbase.com

Civic Strategy

Dashboard

Active Projects

Pending Invoices

$4,500

This Month

$12,750

Active ProjectsView all →

GSA Schedule Consulting

Acme Corp

In Progress

Capability Statement Design

TechStart Inc

In Review

Built for consultants in every sector

Management
ConsultingGovernment
ContractingFinancial
AdvisoryMarketing
StrategyExecutive
CoachingHR & Talent
StrategyOperations &
ProcessTechnology &
DigitalHealthcare
ConsultingSustainability &
ESG

Management ConsultingGovernment ContractingFinancial AdvisoryHR & Talent StrategyOperations & Process

The Problem

Sound familiar?

Your client portal is... a Google Drive link

You charge premium rates but deliver files through shared folders. It works, but it doesn't exactly inspire confidence.

Invoices, updates, and files scattered everywhere

Stripe for payments. Gmail for updates. Dropbox for files. Your client has to check three places to find one deliverable.

You're spending more time on admin than actual consulting

Chasing payments, scheduling calls, tracking milestones — the operational overhead of running a practice eats into billable hours.

You look solo. Your competitors look like firms.

Larger firms have dedicated project managers and client portals. You have talent and expertise — but your client experience doesn't show it.

Features

One platform. Every tool you actually need.

Stop paying for six different apps. ConsultBase replaces them all.

Your brand. Your portal. Zero ConsultBase branding.

Every client gets a dedicated portal at myconsultbase.com/yourfirm with your logo, your colors, and your name. Pro plan removes all ConsultBase branding.

From proposal to payment in one flow

Send branded proposals with e-signatures. Convert accepted proposals into invoices automatically. Get paid through Stripe — no chasing checks.

Invoice Elena $500

Done! Invoice #1024 sent ✓

Meet Ivy — your AI-powered back office

Draft proposals, create invoices, look up client details, and manage your calendar — all through conversation. Like having an assistant who knows your entire practice.

Start

Review

Deliver

Track every engagement from start to finish

Milestone-driven progress tracking your clients can see in real time. No more status update emails — they just check their portal.

9:00

10:00 ✓

11:00

Let clients book you directly

Branded booking pages with Zoom integration, availability management, and automatic calendar sync. Replace Calendly with something that matches your brand.

2:45

hours today

Know where every hour goes

Track time by client and engagement. Convert tracked hours into invoices with one click. See profitability per client in your reports.

How It Works

Set up in 5 minutes. Look established by tomorrow.

Build your portal

Add your logo, pick your colors, claim your URL. Your branded client portal is live in under 5 minutes.

Add your clients

Import existing clients or start fresh. Each client gets their own secure portal with documents, invoices, and messaging built in.

Run everything from one place

Proposals, invoices, scheduling, deliverables, time tracking — it all lives here. Ask Ivy to handle the busywork while you focus on consulting.

Built by a consultant who got tired of the same problems

ConsultBase was created by an independent consultant who spent more time managing tools than managing clients. Every feature exists because we needed it ourselves.

We're in early access. Our founding users are shaping the product. If you want a say in what gets built next — now's the time to join.

Join as a Founding User

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