What’s shipped.
Every change that reached production, what it means in practice, and the occasional honest note about what it doesn’t do yet.
Documents you build with a generator reopen in that generator, and can schedule their own invoices
A saved SOW, service agreement, engagement letter, retainer or MSA opens back on the form you filled in, with Send and its history on the same page — and a fixed fee can now be set to invoice itself when the client signs, or split across an engagement’s milestones.
Read the detailRetainer invoices can now charge the client’s card on file automatically
Turn on automatic payments for a recurring invoice and the client keeps a card on file from their portal; each period’s invoice is charged when it is issued, with a branded receipt sent to them and a payment recorded for you.
Read the detailAsk Claude about your practice: ConsultBase is now an MCP connector
On the AI Suite plan you can connect Claude to your ConsultBase account and ask it about clients, invoices, bookings and milestones in plain English, with every write previewed before it happens.
Read the detailCompleting a milestone can draft and send its invoice for you
Link a milestone to a document or a payment and, when you mark it complete, ConsultBase drafts the invoice or readies the document; opt in per milestone and it sends them to the client immediately.
Read the detailLate fees apply themselves, and you can waive them in one click
Set a late-fee policy once and overdue invoices carry the fee automatically; the client sees the running balance in their portal, and forgiving a fee is one click that leaves a record.
Read the detailAccepted proposals now become engagements automatically
When a client accepts a proposal, ConsultBase creates the engagement, seeds its milestones from the proposal, and lets you convert the whole thing to an invoice in one click.
Read the detailA free retainer agreement generator, no account required
Build a formatted consulting retainer agreement — flat monthly, included-hours, or availability-based — and download it as PDF or Word.
Read the detailSave any proposal as a reusable template
Turn a proposal you have already written into a starting point for the next one, including scope, deliverables, timeline and pricing.
Read the detail