Built for Consultants & Advisory Professionals
Run Your Consulting PracticeLike a Business
Business in a Box gives consultants one intelligent platform to manage client engagements, create proposals, track billable hours, deliver professional documents, and run operations — so you can focus on high-value advisory work instead of admin.
Free Forever Plan · No credit card required · Replaces $500+/mo in software
The Problem
Consultants Lose Billable Hours to Admin Work and Disconnected Tools
Consulting is a high-trust, high-touch business. Your clients expect professionalism, responsiveness, and results. But behind the scenes, most consultants are drowning in proposal drafting, contract management, time tracking, invoicing, and email coordination.
Every hour spent on admin is an hour not billed. And when your tools are disconnected, client work suffers — proposals are late, follow-ups slip, and deliverables lack the polish that justifies your rates.
Business in a Box gives consultants one professional platform — proposals, contracts, time tracking, invoicing, project management, and AI — so you can deliver more value and bill more hours.
A typical consultant day: search for the right proposal template, adapt a deliverable from a past project stored somewhere on your laptop, track client hours in a spreadsheet, send status updates via email, and realize that half your expertise lives in your head — not in a system your team can access.
Your Responsibilities, Our Platform
Every Consultant Responsibility. One Connected Platform.
Business in a Box maps directly to what consultants actually do every day — so every responsibility has a system behind it, not a scattered collection of tools.
Proposals & Business Development
Win Engagements with Better Proposals
Consulting proposals, pitch decks, and engagement letters. AI drafts and customizes in minutes.
Client Engagement Management
Manage Every Engagement End to End
Tasks, milestones, deliverables, and timelines per client. Track progress from kickoff to completion.
Time & Billing
Track Every Billable Minute
Time tracking per client and project. Generate accurate timesheets and invoices automatically.
Contracts & Agreements
Protect Every Engagement
Consulting agreements, NDAs, SOWs, and service contracts — professionally drafted and ready to customize.
Documents & Deliverables
Deliver Professional Work Product
Reports, analyses, presentations, and documentation organized per client with version control.
Client Communication
Stay Responsive and Professional
Chat, calls, and inbox keep client conversations organized and connected to the engagement.
Knowledge & Research
Build Your Consulting Knowledge Base
Research notes, frameworks, case studies, and methodology documentation. Reuse your best thinking.
AI for Consulting
Let AI Multiply Your Impact
AI drafts proposals, summarizes research, creates reports, and automates documentation — giving you more time for high-value advisory work.
A Day with Business in a Box
What Your Day Looks Like as a Consultant on Business in a Box
Instead of jumping between 12 apps, everything you need is in one platform.
The Platform
Everything a Consultant Needs to Run the Practice
Not a bundle of features. A connected operating system designed for execution,
visibility, and scale. Starting at $0/month.
Dashboard
Real-time visibility into company operations, team performance, and project status.
Tasks & Projects
Plan, assign, track, and complete work with AI-powered task management.
Chat & Calls
Internal messaging, video calls, and audio calls — connected to work.
Business AI
Write, plan, research, and automate with AI built into every workflow.
HR & People
Manage employees, time tracking, leave, onboarding, and performance.
Docs & Knowledge
Documents, notes, drive, templates, and company knowledge in one place.
Inbox & Notifications
Internal inbox that replaces email for team communication and approvals.
Contacts & CRM
Manage contacts, clients, vendors, and business relationships.
Time Tracking
Track hours, generate timesheets, and get proof of work across teams.
Sheets & Reporting
Spreadsheets, budgets, and financial reporting inside the platform.
Replace Your Tool Stack
One Platform.
Not 12 Apps.
The average business 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 business from one platform.
Consultant Outcomes
What ConsultantsGet Out of the Box
Consultant Templates
Templates Built forConsultants & Advisory Professionals
Access 3,000+ professionally drafted templates — including consulting agreements, proposals, invoices, executive summaries, and business plans.








Each template is designed to help you move faster while giving your business more structure and consistency.
Ratings & Reviews
Rated Highly by Business Leaders Worldwide
What Business Leaders Say
Trusted by 250,000+ Businesses Worldwide
“I have been using Business in a Box for 4 years. It has been the most useful source of templates, both legal and general, I have encountered. I recommend it to anyone looking for a professional template program.”
Dr Michael John Freestone — Verified Customer
“This software pays itself off within 1 use — it saves you from having to retain an attorney to draft up simple documents. It also makes me look good with my employer.”
Marc Graveline — Project Leader, Gatineau, QC
“Business in a Box documents are relevant to current best business practices. It is easier for our engineers to draft the contract agreements — cuts down the process and time in half.”
Benson — Facilities Services · via Capterra
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 Chaos.
Start Running Your Business.
One platform for people, work, communication, documents, knowledge, and AI.
Replace 12+ tools, save $6,000+/year, and give your company the operating system it needs to scale.
Free Forever Plan · No credit card · Set up in minutes · Cancel anytime






