ConsultBase

ConsultBase is the client portal platform for independent consultants who want to look like an established firm without hiring one. Every client gets a branded portal — your logo, your colors — where proposals, documents, invoices, and project updates live in one place. Proposals are signed online, accepted work becomes a tracked engagement with milestones and deliverables, time entries flow into Stripe-powered invoices, and clients book meetings through your own booking page. Under the hood is Ivy, an AI associate with 50+ real tools: she drafts proposals, logs time, chases overdue invoices, surfaces the day's priorities, and answers questions about your business from your actual data — not generic advice. ConsultBase replaces the duct-taped stack (a generic CRM, a signing tool, an invoicing app, a scheduler, a shared-folder mess) with one system designed around how consulting engagements actually flow: proposal → engagement → milestones and deliverables → invoice. It's built by a solo founder for solo consultants and small firms — flat pricing, unlimited clients on every plan, no per-seat games. Free tools (a consulting rate calculator, SOW generator, engagement letter and retainer agreement generators) are open to everyone, no signup required. Built for solo consultants and boutique firms across strategy, operations, HR, marketing, IT, and fractional leadership — anyone who sells expertise and needs to look established while staying lean. Pricing is flat and honest: Starter $39/mo, Pro $79/mo, Firm $149/mo with full white-label. Every plan includes unlimited clients. Start free at myconsultbase.com — 14-day trial, no credit card required.