ConsultBase

ConsultBase provides independent consultants with a professional, branded client portal to centralize all project-related activities and communications. Key features include: • Branded client portals for a professional presence • E-signature for proposals with automatic engagement tracking • Time tracking that flows directly into Stripe-powered invoices • Collaborative space for documents, updates, and deliverables • Practice management assistant for drafting proposals and chasing payments This platform streamlines the entire client engagement lifecycle, enabling consultants to present a cohesive and organized front without the overhead of a large firm. From initial proposal to final payment, every interaction is managed within a single, secure environment. It significantly reduces administrative burdens by unifying proposals, contracts, project updates, and invoicing. The integrated practice management assistant, Ivy, further enhances efficiency by helping with proposal generation, time logging, and following up on overdue invoices, all based on your specific project data. This frees up valuable time, allowing consultants to focus more on client work and less on operational tasks. ConsultBase is ideal for independent consultants across various sectors—such as management, financial advisory, marketing strategy, and HR consulting—who want to elevate their client experience and project management capabilities. It's built for those who desire a sophisticated operational setup, complete with unlimited clients on every plan and free tools for immediate use.