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 โ your logo, your colors โ 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 โ 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 โ engagement โ milestones and deliverables โ invoice.
It's built by a solo founder for solo consultants and small firms โ 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 โ 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 โ 14-day trial, no credit card required.
A startup from Charlotte, the United States that is founded by Ryan Stacy.
Branded Client Portals
Your logo and colors on every client's portal โ proposals, documents, invoices, and updates in one place
Proposals & e-Signature
Clients sign online; accepted proposals automatically become tracked engagements with milestones
One-Click Invoicing
Convert accepted proposals to invoices; recurring invoices and late-payment reminders run themselves
Ivy AI Assistant
50+ real tools: drafts proposals, logs time, chases overdue invoices, answers from your actual data
Engagement Tracking
Milestones, deliverables, and progress for every client project
Booking pages
Clients schedule meetings through your own booking page
Time Tracking
Billable hours flow straight into Stripe-powered invoices
Free Tools
Rate calculator, SOW, engagement letter & retainer generators โ no signup required
Independent consultants and boutique firms โ strategy, operations, HR, marketing, IT, and fractional executives. Anyone who sells expertise and wants to look established while staying lean.
It's built around how consulting engagements actually flow: proposal โ engagement โ milestones and deliverables โ invoice. A signed proposal automatically becomes a tracked engagement, and one click turns it into an invoice. Add Ivy โ an AI associate with 50+ real tools that does the admin work instead of just chatting about it โ and every client gets a branded portal that makes a solo consultant look like an established firm.
I spent fifteen years in operations before building software, and kept watching independent consultants run six-figure practices out of an inbox โ proposals as Word attachments, invoices from a second app, files in a shared-folder maze. Clients notice, and it costs consultants work they deserve. ConsultBase is the system I wished they had: one place that makes a solo practice run โ and look โ like a firm.
Most alternatives are generic freelancer suites built for photographers and creatives. ConsultBase speaks consulting โ engagements, deliverables, retainers, assessments โ and prices honestly: flat plans, unlimited clients on every tier, no per-seat games. And no competitor ships an AI associate that drafts proposals, logs time, and chases invoices from your real data.
Next.js and React on Vercel, Supabase (PostgreSQL) for data and real-time, Stripe for payments, and Anthropic's Claude powering Ivy, the AI associate.
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Check the traffic stats of ConsultBase on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
Check the "Domain Rating" of ConsultBase on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of ConsultBase's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.
Check the "Domain Authority" of ConsultBase on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
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