Built for Consulting Firms
Run Your Consulting Firm with Clarity, Control, and AI
Business in a Box gives consulting firms one intelligent platform to manage client engagements, proposals, billable hours, team coordination, and operations — so you can deliver more value, bill more hours, and scale without the overhead.
Free Forever Plan · No credit card required · Replaces $500+/mo in software
The Problem
Consulting Firms Lose Revenue When Their Tools Don’t Support How They Work
Consulting is a relationship business built on trust, expertise, and execution. But most firms manage proposals in Word, track time in spreadsheets, store files in Dropbox, communicate via email, and coordinate teams across chat apps.
Every hour spent on admin is an hour not billed. Every disconnected tool adds friction to client delivery. And as the firm grows, the operational overhead grows faster than revenue.
Business in a Box gives consulting firms one connected platform — proposals, contracts, time tracking, project management, documents, and AI — so consultants spend more time on billable work and less on operational overhead.
In consulting, every engagement is different but the operational overhead is the same: proposals, SOWs, time tracking, deliverables, invoicing, and knowledge management. Consultants spend hours on admin that could be systematized, and institutional knowledge walks out the door with every departing associate.
Your Industry, Our Platform
Every Consulting Challenge.
One Connected Platform.
Business in a Box maps directly to how consulting firms actually operate — so every engagement,
proposal, and team process has a system behind it.
Client Engagement
Project Management, Milestones, and Tasks
Manage client engagements with projects, milestones, tasks, and deadlines — so every deliverable is tracked and every deadline is met.
Proposals & Contracts
Professional Proposals, SOWs, and Agreements
Proposals, statements of work, consulting agreements, retainer contracts, and advisory agreements — drafted professionally and stored centrally.
Time & Billing
Track Billable Hours and Generate Invoices
Time tracking, timesheets, and invoicing connected in one system — so every billable hour is captured and every invoice is accurate.
Knowledge Management
Research, Methodologies, and Case Studies
Centralize research, methodologies, frameworks, and case studies — so institutional knowledge is searchable and reusable across the firm.
Team Coordination
Chat, Calls, and Inbox for Your Team
Team chat, video calls, and internal inbox replace scattered email and coordinate teams across engagements without the overhead.
Document Management
Deliverables, Reports, and Client Documents
Client deliverables, research reports, and internal documents — organized by engagement, searchable, and version-controlled.
Financial Operations
Budgets, Expenses, and Invoicing
Engagement budgets, expense tracking, invoicing, and financial reporting — so the firm’s finances are visible and controlled.
AI for Consulting
Draft Proposals, Reports, and Research
AI drafts proposals, client reports, research summaries, and engagement documents — so consultants spend more time on strategy and less on writing.
A Day with Business in a Box
What Your Day Looks Like as a Consultant
Instead of juggling 10 apps, everything you need is in one platform.
The Platform
Everything a Consulting Firm Needs to Run and Scale
Not a bundle of features. A connected operating system designed for execution,
visibility, and scale. Starting at $0/month.
Dashboard
Real-time visibility into engagements, team performance, and firm operations.
Tasks & Projects
Track engagements, deliverables, and team tasks with deadlines and ownership.
Chat & Calls
Internal messaging, video calls, and audio calls — connected to engagements.
Business AI
Draft proposals, reports, and research with AI built into every workflow.
HR & People
Manage consultants, staff, onboarding, time tracking, and performance.
Docs & Knowledge
Proposals, contracts, deliverables, and research documents in one place.
Inbox & Notifications
Internal inbox for team communication, approvals, and engagement updates.
Contacts & CRM
Manage clients, prospects, partners, and business relationships.
Time Tracking
Track billable hours for consultants and staff across engagements.
Sheets & Reporting
Financial tracking, utilization reports, and engagement analysis spreadsheets.
Replace Your Tool Stack
One Integrated Platform. Not 12 Apps.
The average consulting firm spends $500+/month on disconnected software. Business in a Box replaces them all.
Stop paying for 12 subscriptions. Stop switching between 12 tabs. Start running your consulting firm from one platform.
Consulting Outcomes
What Consulting FirmsGet Out of the Box
Consulting Templates
Templates Built for Consulting Firms
Access industry-specific templates for consulting agreements, proposals, retainers, and professional services operations.
Each template is designed to help you move faster while giving your business more structure and consistency.
Ratings & Reviews
Rated Highly by Business Professionals Worldwide
What Business Leaders Say
Trusted by 250,000+ Businesses Worldwide
“We used to lose hours every week on proposals and timesheets. Now our consultants draft proposals with AI and track time in the same platform they communicate in.”
Robert Haines — Managing Partner, Catalyst Advisory Group
“As a senior consultant, I needed client documents, time tracking, and project management in one place. Business in a Box eliminated the tool juggling.”
Priya Sharma — Senior Consultant, Apex Strategy Partners
“Growing from 5 to 25 consultants meant our operations had to scale too. Business in a Box gave us the structure without adding overhead.”
Daniel Okafor — Owner
Enterprise-Ready Security
Built for Trust, Security, and Compliance
Your data is protected by enterprise-grade infrastructure and compliance standards.
Questions
Frequently Asked Questions
Stop Managing Your Firm Across 12 Apps. Start Running Your Consulting Business.
One platform for engagements, proposals, time tracking, documents, and AI. Replace 12+ tools, save $6,000+/year, and give your firm the system it needs to scale.
Free Forever Plan · No credit card · Set up in minutes · Cancel anytime