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

250,000+ all-time clients · 20M+ free users · 190+ countries

Award-Winning Platform · Rated 4.6+ Across Major Review Sites

Great Place to Work Certified
30 Smartest Companies 2025 — The Silicon Review
Best of the Best Review Winner 2025
BIG Award for Business 2025
Global 100 Business Excellence 2026

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.

Too much admin eating billable hours
Proposals take too long to create
Time tracking is manual and inaccurate
Client documents are disorganized
No system for managing engagements
Communication scattered across email and apps

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.

Review active engagements and deadlines
Track time on client work
Draft a proposal for a new prospect with AI
Send deliverables to a client
Update engagement milestones
Respond to clients in chat and inbox
Prepare an invoice for completed work
Update knowledge base with new insights
Review financial dashboard and pipeline
End the day with billable hours tracked

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.

Slack & TeamsChat & Calls
Asana & MondayTasks & Projects
Dropbox & DriveCloud Drive
BambooHR & GustoHR & People
Notion & ConfluenceDocs & Knowledge
Toggl & HarvestTime Tracking
ChatGPT & CopilotBusiness AI
Google Docs & SheetsDocs & Sheets

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

More billable hours, less admin work
Professional proposals in minutes with AI
Accurate time tracking and invoicing
Every engagement organized end to end
Reusable knowledge base and templates
One platform for clients, projects, and docs
Look like a firm, not a freelancer
Scale your practice without adding overhead

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.

What Business Leaders Say

Trusted by 250,000+ Businesses Worldwide

250K+
All-Time Clients
20M+
All-Time Free Users
50M+
Templates Downloaded
190+
Countries

“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.

Hosted on AWS
SOC 2 Compliant
ISO 27001
PCI DSS Compliant

Questions

Frequently Asked Questions

Business in a Box is an AI-powered Business Operating System that unifies people, work, communication, documents, knowledge, and operations into one platform. It replaces 12+ disconnected tools and helps businesses run with more visibility, control, and execution.
Consultants get one platform to manage client engagements, create proposals with AI, track billable hours, send invoices, and deliver professional work product. It eliminates the admin overhead that eats into billable time and helps you look like a firm, not a freelancer.
Yes. Business in a Box includes time tracking per client and project. You can log billable and non-billable hours, generate timesheets, and use that data to create accurate invoices — all from one platform.
Yes. You can create professional consulting proposals, engagement letters, and pitch decks using 3,000+ templates and AI. Draft, customize, and send proposals in minutes instead of hours.
Yes. Business in a Box includes CRM and contact management so you can track clients, manage engagement history, store notes, and keep all communication organized per client. Every engagement is tracked from kickoff to completion.
Yes. Business in a Box offers a Free Forever plan with no credit card required. You can start immediately and upgrade as your practice grows. Paid plans start at $20/month.

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

Start Free — Run Your Business