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ConsultBase

The client portal platform for independent consultants. Branded portals for every client, e-signed proposals that automatically become tracked engagements, one-click invoicing, booking pages, and Ivy โ€” an AI associate that does the admin work.

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Platforms:
  • SaaS
  • Web
  • Online
  • PWA
ConsultBase

ConsultBase Reviews and Details

This page is designed to help you find out whether ConsultBase is good and if it is the right choice for you.

Screenshots and images

  • ConsultBase Dashboard โ€” see what needs your attention today
    Dashboard โ€” see what needs your attention today //
    2026-07-23
  • ConsultBase Proposal editor with e-signature and pricing packages
    Proposal editor with e-signature and pricing packages //
    2026-07-23
  • ConsultBase What your client sees โ€” their branded portal
    What your client sees โ€” their branded portal //
    2026-07-23
  • ConsultBase Ivy, the AI associate, answering from your real data
    Ivy, the AI associate, answering from your real data //
    2026-07-23
  • ConsultBase Invoicing โ€” outstanding balances at a glance
    Invoicing โ€” outstanding balances at a glance //
    2026-07-23
  • ConsultBase Free consulting rate calculator (no signup)
    Free consulting rate calculator (no signup) //
    2026-07-23

Features & Specs

  1. Branded Client Portals

    Your logo and colors on every client's portal โ€” proposals, documents, invoices, and updates in one place

  2. Proposals & e-Signature

    Clients sign online; accepted proposals automatically become tracked engagements with milestones

  3. One-Click Invoicing

    Convert accepted proposals to invoices; recurring invoices and late-payment reminders run themselves

  4. Ivy AI Assistant

    50+ real tools: drafts proposals, logs time, chases overdue invoices, answers from your actual data

  5. Engagement Tracking

    Milestones, deliverables, and progress for every client project

  6. Booking pages

    Clients schedule meetings through your own booking page

  7. Time Tracking

    Billable hours flow straight into Stripe-powered invoices

  8. Free Tools

    Rate calculator, SOW, engagement letter & retainer generators โ€” no signup required

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Questions & Answers

As answered by people managing ConsultBase.
  1. How would you describe the primary audience of ConsultBase?

    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.

  2. What makes ConsultBase unique?

    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.

  3. What's the story behind ConsultBase?

    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.

  4. Why should a person choose ConsultBase over its competitors?

    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.

  5. Which are the primary technologies used for building ConsultBase?

    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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Is ConsultBase good? This is an informative page that will help you find out. Moreover, you can review and discuss ConsultBase here. The primary details have been verified within the last quarter. So they could be considered up to date. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.