Look like a firm. Run like you.
ConsultBase gives independent consultants branded client portals, automated invoicing, and Ivy, a 50+ tool AI associate — so your clients think you have an entire operations team behind you.
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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 engagement managers and client portals. You have talent and expertise — but your client experience doesn't show it.
One platform. Every tool you actually need.
Stop paying for Google Drive + Calendly + Stripe + Notion + Toggl + DocuSign. ConsultBase replaces them all — one bill, one login for your clients.
Your brand. Your portal.
Every client gets a dedicated portal at myconsultbase.com/yourfirm with your logo, your colors, and your name. Pro and Firm remove all ConsultBase branding — including outbound emails.
From proposal to payment in one flow
Send branded proposals with e-signatures. Convert accepted proposals into invoices automatically. Get paid through Stripe Connect — direct to your bank, no markup over standard rates.
Meet Ivy — your AI associate, not a chatbot
50+ real tools across proposals, invoices, scheduling, time tracking and reporting. Ivy drafts proposals, books clients, marks invoices paid, and delivers a briefing every morning — every write tool gated by a confirm preview. Pro and Firm tiers.
Run your practice from your phone
Premium mobile UX with Ivy at the center. Sign proposals between meetings, log time on the way home, message clients without opening your laptop. Designed for mobile — not shoehorned in.
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.
Let clients book you directly
Branded booking pages with Zoom integration, timezone-correct meeting creation, automated reminders, and calendar sync. Replace Calendly with something that matches your brand.
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.
Recurring invoices, late-payment reminders, daily briefings, booking confirmations — they just run. ConsultBase handles the operational background so you focus on the client work.
Most consulting tools have a chatbot.
ConsultBase has an AI associate.
50+ tools across 13 areas of your practice. Competitors ship 4–6 AI features and call it innovation. Ivy was built to work alongside you — not chat at you.
“Our AI does the heavy lifting”
- AI-drafted proposal (one shot, no edits)
- Lead score / prioritization
- Email reply suggestions
- Auto-tag uploaded files
- "Ask the bot" Q&A chat
Meet Ivy
Watch Ivy work
Pick a prompt — see the exact tool Ivy reaches for, the confirm preview, and the outcome. No setup, no signup.
Never a destructive surprise
Every write tool — sending an invoice, marking it paid, scheduling a meeting, creating a client — runs a two-step confirm flow. Ivy shows you the exact payload first. You click Confirm. Then it happens.
Knows what page you're on
Open Sarah's client page and ask Ivy “remind her about the proposal” — she knows you mean this Sarah. Page context flows into every prompt, so “this,” “here,” and “that” resolve the way you mean them.
Create Engagement · Mark Invoice as Paid · Send Proposal · Log Time Entry · Create Booking · Block Time · Update Milestone Status · Send Payment Reminder · Get Today's Overview · Void Invoice · Reschedule Booking · Search Clients
Meet Ivy in your first session. No card required.
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 consultants, for consultants.
ConsultBase was built alongside the independent consultants we work with every day. Every feature exists because a real consultant said “I keep running into this problem” — and we'd watched them lose hours fighting tools that weren't built for them. We weren't trying to build a HoneyBook clone or a Dubsado alternative. We were fixing the specific friction that makes solo consultants feel like a side hustle instead of a firm.
Start Your Free TrialSimple pricing for every stage
Start free, upgrade when you need more.
Starter
Solo Consultant
Billed annually ($372/year)
- Unlimited clients
- Client portal (ConsultBase branded)
- Engagement pipeline
- Proposals + e-signatures
- Invoicing with auto-recurring + booking reminders
- Time tracking
- Real-time messaging
- Document management
- Basic reporting
- Email support
Pro
Most popular for growing practices
Billed annually ($756/year)
- Unlimited clients
- Everything in Starter, plus:
- Ivy assistant (50+ tools across your practice)
- AI-drafted proposal sections
- Built-in automation — recurring invoices, late-payment reminders, daily briefings, booking confirmations, all hands-off
- Custom branded portal (your logo, colors, business name)
- Branded client emails (your business name as sender, replies to you)
- 3 team members
- Advanced reporting
- Priority email support
Firm
For established consulting teams
Billed annually ($1428/year)
- Unlimited clients
- Everything in Pro, plus:
- No "Powered by ConsultBase" footer on client emails or portal
- 5 team members with role-based permissions
- Unlimited Ivy usage (fair use)
- Priority feature requests
- Dedicated support
All plans include a 14-day free trial. Cancel anytime before your trial ends and you won't be charged.
Ready to upgrade your client experience?
Your expertise speaks for itself. Now your tools can too.
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