Coming Soon
Built exclusively for consultants

Your clients deserve better than a Google Drive link

ConsultBase is the client portal that makes independent consultants look like established firms. White-label client portals, milestone-driven engagements, and real-time collaboration — your clients will think you have an entire operations team.

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No credit card required • Free 14-day trial

civicstrategy.myconsultbase.com
Civic Strategy

Dashboard

Active Projects
3
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 AdvisoryHR & Talent StrategyOperations & Process
The Problem

You're great at consulting.
Your tools? Not so much.

The Google Drive Embarrassment

Sending clients a messy folder link doesn't exactly scream "premium consultant." You know it. They know it.

Email Chaos

"Did you get my invoice?" "Where's that deliverable?" Your inbox is a graveyard of client confusion.

Tool Juggling

Stripe for payments. Calendly for scheduling. Dropbox for files. You're the consultant, not an IT department.

Renewal Anxiety

When does that retainer end? Did they pay last month? You shouldn't need a spreadsheet to track your business.

Features

Everything you need to run a professional practice

One platform. Zero tool-juggling. Complete peace of mind.

White-Label Client Portal

Your brand, your portal — clients see you, not us.

Engagement Pipeline

Track every client from proposal to completion with milestone-driven progress.

Proposals & Invoicing

Professional proposals, Stripe-powered payments, automatic PDF generation.

Real-Time Messaging

In-app communication that keeps everything in context — no more email chaos.

Outcome Documentation

Track KPIs and prove ROI. Document impact, not just activity.

Time & Billing

Track hours, link to invoices, know exactly where your time goes.

How It Works

Up and running in minutes, not months

1

Create Your Portal

Add your logo, colors, and branding. Your professional client portal is ready in under 5 minutes.

2

Invite Your Clients

Send a beautiful invite email. Clients get instant access to their dedicated space.

3

Run Your Business

Share deliverables, send invoices, track engagements. Everything in one place.

“ConsultBase transformed how I run my practice. My clients think I hired a whole operations team. It's just me and ConsultBase.”

Early Beta User
Government Consulting
Pricing

Simple pricing for every stage

Start free, upgrade when you need more.

Starter

Solo Consultant

$39/month
  • Up to 15 active clients
  • Client portal (ConsultBase branded)
  • Engagement pipeline
  • Proposals + e-signatures
  • Invoicing (one-time + recurring)
  • Time tracking
  • Real-time messaging
  • Document management
  • Basic reporting
  • Email support
Get Started
Most Popular

Pro

Power User

$79/month
  • Up to 50 active clients
  • Everything in Starter, plus:
  • Full AI Suite (proposal drafting, summaries, assistant)
  • Client Insights (AI-powered client research)
  • Branded portal (myconsultbase.com/yourfirm)
  • 3 team members
  • Advanced reporting
  • Automated payment reminders & follow-ups
  • Priority email support
Get Started
Coming Soon

Firm

Consulting Team

$149/month
  • Unlimited clients
  • Everything in Pro, plus:
  • 5 team members
  • Unlimited AI (fair use)
  • Role-based permissionsComing Soon
  • Priority feature requests
  • Dedicated support

Ready to look like an established firm?

Join hundreds of consultants who stopped apologizing for their tools and started impressing their clients.

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