# Mojobase for consultants

Mojobase is software for consultants that keeps the client side of the work in one place: email, a booking link, briefs before calls, proposals in Documents, a project per engagement and invoices in Numbers. The AI reads across all of it, so it drafts the proposal from your last one, prepares each call and turns your notes into the follow-up.

## What does Mojobase do for consultants?

### A booking link for discovery calls

One-on-one booking with your meeting length, buffers, minimum notice, a daily cap and a few questions. The answers and any past emails with that person become a short brief on the event.

### Proposals from past work

Ask for a proposal and the AI drafts it as a new document from the closest one you've sent before and what the client said by email. You edit it; nothing goes out until you send it.

### Answers from your own files

Ask what you recommended to a client last spring and get the passage, the file and the page it's on, from PDFs, Word and Excel files. If it isn't there, it says “not found in your files”.

### An engagement is a project

Deliverables as tasks with dates, in one project per client. A promise in your own email, such as “I'll send the draft by Friday”, arrives as a suggested task linked to the message.

### Workshop notes into next steps

Type or paste your notes after a session. You get a summary on the event, suggested tasks for you and the client, and a follow-up email drafted to send.

### Your method, written once

Frameworks, standard terms, checklists and your tone of voice live in the Handbook. The AI reads them before it drafts, so proposals and reports follow how you work.

### Invoices without the chasing

Numbers reads your existing Stripe invoices and shows who owes what. The AI checks email, meeting notes, team chat and tasks for agreements, then drafts reminders with the existing Stripe payment link for a person to send.

## What would you ask it?

- “Prepare me for tomorrow's call with Ortega Logistics.”
- “Draft a proposal for a pricing review, based on the one we sent Kestrel.”
- “What did I promise Ortega in the last two emails?”
- “Here are my workshop notes. Write the summary and the follow-up.”
- “Which deliverables are due this week across all my engagements?”
- “Which past clients haven't heard from me in three months?”

**Connects to:** Gmail and Google Workspace, Microsoft 365 and Outlook, Google Calendar, Stripe.

## What does a consultant's week look like with Mojobase?

The thinking stays yours; the paperwork around it is drafted for you. A week for an independent consultant with four live engagements:

| Day | What happens | Where |
| --- | --- | --- |
| Monday | The morning sweep drafts replies to weekend client mail and lists the two deliverables due on Wednesday | Email, Tasks |
| Tuesday | A prospect books a discovery call through your link. Their answers and your earlier emails become the brief | Calendar, Customers |
| Wednesday | You ask for a proposal. The draft reuses the structure, scope and terms of the closest past one, in your words | Documents, Handbook |
| Thursday | After a workshop you paste your notes. The summary, seven suggested tasks and the follow-up email are ready to approve | Calendar, Tasks, Email |
| Friday | The Friday review lists what each engagement delivered, what's late and which invoices are still unpaid | Home, Numbers |

## Why does a consultant need the AI to see everything?

Because a consultant sells memory. Before a renewal call you need the original proposal, the scope changes agreed by email, the deliverables still open and whether the last invoice was paid. Those sit in four different tools for most people, so the prep happens at 11pm. In Mojobase they're one business, and the AI reads them together with your access. Ask “what changed since we signed with Kestrel?” and the answer quotes the email and links the document.

## Which tools does a consultant stop juggling?

- **A scheduling tool** for one-on-one calls.
- **A CRM,** because clients are found from your email and calendar.
- **A project tool** for deliverables and dates.
- **A file drive** you can't ask questions of.
- **An AI chat you paste context into,** because the AI here already has the context. You can also connect ChatGPT, Claude, Gemini, Grok, Hermes or your own setup to Mojobase's one MCP server and work from there.
- **Manual late-invoice checking:** Numbers tracks existing Stripe invoices and drafts reminders; you keep Stripe to create and send invoices.

## What should a consultant keep using?

Keep Stripe to create and send invoices; Mojobase reads them and drafts reminders. Keep your accounting software for bookkeeping, expenses and tax. Keep your slide tool, since Documents writes text documents rather than decks, and a contract-signing tool, since Mojobase has no e-signatures. If you bill by the hour, keep your time tracker. The client conversations and follow-up can live in Mojobase.

## Questions people ask

### Is Mojobase good project management for consultants?

For engagements run by one person or a small team, yes: a project per client, deliverables with owners and dates, and tasks found in your email and notes. It has no Gantt charts, resource planning or timesheets, so a firm staffing many consultants across many projects may need a dedicated tool.

### Can clients book time with me without an account?

Yes. Your booking link is a public page. Guests pick a free time, answer your questions and get a confirmation and reminders, with links to move or cancel. Booking links are one-on-one; group sessions are arranged as ordinary invitations.

### Does Mojobase record or transcribe my calls?

No. It works from the notes you type or paste after a call, and turns them into a summary, suggested tasks and a follow-up draft. If you use a meeting recorder, paste its notes in the same way.

### What does it cost for a solo consultant?

$39 a month for one person, with every app and the AI included. A colleague adds $25 a month. The first 10 companies pay $29 and $19 instead, for life.

## Related

- [CRM](https://mojobase.ai/crm)
- [Documents](https://mojobase.ai/documents)
- [Mojobase and Stripe](https://mojobase.ai/integrations/stripe)
- [Mojobase and Gmail](https://mojobase.ai/integrations/gmail)
- [Mojobase and Outlook](https://mojobase.ai/integrations/outlook)
- [Mojobase vs HubSpot](https://mojobase.ai/compare/mojobase-vs-hubspot)
- [Onboard new clients without the busywork](https://mojobase.ai/use-cases/client-onboarding)
- [Walk into every meeting prepared](https://mojobase.ai/use-cases/meeting-prep)

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Source: https://mojobase.ai/for/consultants · Updated 7 November 2026