The client portal for independent operations and process consultants.
Put adoption checkpoints in the scope where they belong, keep SOPs findable long after handover, and turn post-go-live support into a billed arrangement instead of a favour.
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Generic client tools don’t know what you actually deliver.
The deliverable is only half the job — adoption is the rest
A process map nobody follows and an SOP nobody opens are indistinguishable from no engagement at all. Your real deliverable is behaviour change inside someone else’s organisation, which means the work continues well past the point where a traditional project would close.
Documentation goes missing the moment you leave
You hand over twenty process documents. Six months later the operations lead who received them has moved on, nobody remembers which version was final, and the client is asking whether you can send them again. That is a bad look for work that was genuinely good.
Improvement is invisible unless you fixed the baseline first
Cycle time, error rate, cost per transaction — you know the engagement worked, and you often cannot prove it, because nobody recorded the before state carefully enough. Without that, the value of your work is a claim rather than a number.
Implementation support is a retainer nobody set up as one
The three months after go-live are the highest-value part of the engagement and the most likely to be delivered informally — a few calls, some emails, a slow drift into unbilled availability because there was never a structure for it.
How operations and process consultants use ConsultBase.
How does an operations consultant use ConsultBase?
You create an engagement per client with milestones matching the real arc — current-state mapped, baseline captured, future-state designed, SOPs delivered, training complete, adoption review at 30 and 90 days. Putting the adoption checkpoints in as explicit milestones is the change that matters most: it makes the phase after go-live a scheduled part of the engagement rather than an informal tail.
How does this help with the adoption phase specifically?
Because the 30- and 90-day reviews exist as milestones from the start, they are visible to the client as commitments rather than favours. The portal shows them as upcoming rather than optional, which changes the conversation from "can you take a look at how it is going" to a scheduled review that was always part of the scope — and was priced accordingly.
Where do the SOPs and process documents live afterwards?
In the engagement, with versions and dates, in a portal the client keeps access to. When the operations lead who received them leaves, the replacement can find them without contacting you — and if they do contact you, you are pointing at a link rather than searching your sent folder for which draft was final. Everything is downloadable, so the client keeps their own copies too.
Can I capture the baseline as part of the engagement?
A "baseline captured" milestone with the measurement document attached gives you a dated artefact of the before state, approved by the client at the time. That converts the eventual improvement claim from something you assert into something both parties agreed to before the work started. ConsultBase does not measure anything for you — it holds the record so the number is defensible later.
How do I bill implementation support properly?
Set it up as a recurring invoice for the support period — amount, frequency, payment terms, your own tax rate — and it generates and sends on schedule with a payment link. That converts the informal post-go-live availability into a defined, billed arrangement with an end date. Payments run through your own Stripe account at Stripe’s standard rates.
What about scoping the engagement in the first place?
The free SOW generator produces a formatted statement of work with scope, deliverables, timeline and payment terms as PDF or Word, no account needed. With an account it saves as a proposal the client signs online, and on acceptance the engagement is created with its milestones already seeded — including the adoption checkpoints, if you put them in the scope where they belong.
Questions operations and process consultants ask.
Does ConsultBase do process mapping or workflow diagrams?
No. There is no diagramming canvas, no BPMN editor, no process modelling. You map processes in whatever tool you already use and share the finished artefacts through the engagement, where the client reviews and approves them. ConsultBase manages the relationship and the record, not the modelling.
Can it measure cycle time or track process metrics?
No, and it should not be mistaken for a process-mining or BI tool. It holds the documents and the approval history — including a dated baseline document if you capture one — but the measurement itself happens in your client’s systems or your own analysis. What you get here is a defensible record of what was agreed and when, not the data.
Does the client keep portal access after the engagement ends?
Yes, as long as the client record stays active on your account — and since every paid plan includes unlimited clients, there is no cost pressure to remove old clients. That is deliberately useful for this vertical, where documentation needs to remain findable long after delivery. Everything is also downloadable, so the client can hold their own copies independently.
Can I run several client sites or business units separately?
Each is its own client with its own portal. There is no parent/child hierarchy linking related entities, so a multi-site rollout is several clients rather than one programme with sites underneath it. Workable, but worth knowing if you need a consolidated view across a group.
What does it cost, and is my client count capped?
Every paid plan includes unlimited clients. Plans differ on team size, AI access and white-labelling. Firm removes the “Powered by ConsultBase” mark from every client-facing surface. There is a 14-day free trial and no credit card is required to start.
Operations consulting has an unusual failure mode: the engagement can be excellent and still produce nothing, because the deliverable was documentation and documentation only works if it is adopted, found, and followed after you leave.
That means the parts of the engagement most consultants handle informally — the adoption checkpoints, the post-go-live support, the question of where the SOPs actually live in eighteen months — are the parts that decide whether the work mattered.
ConsultBase was built for advisory practices, with engagements rather than projects and deliverables the client formally approves rather than tasks. For process work the practical effect is that the tail of the engagement becomes structured: adoption reviews are scheduled milestones, support is a billed arrangement with an end date, and the documentation stays somewhere the client can find it without emailing you.
Built for the way you work.
Unlimited clients on every plan, a branded portal your clients actually log into, and Ivy — a 50+ tool AI associate that knows your engagements.
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