Run your consulting practice with tools built for the way you consult
Turn your consulting workflows into custom apps. Create proposal and SOW builders, client portals for deliverables and updates, engagement dashboards, time and utilization tracking, lead pipelines and workshop bookings — simply by describing what you need.
Start with the basics
Build the tools your consulting firm actually needs
Consulting work spans lead qualification, discovery, scoping, proposals, delivery, stakeholder updates and time tracking — often stitched together with spreadsheets, email threads and generic tools that don’t match your methodology.
Use YeshBe to build software that mirrors how you actually run engagements. Create a tailored pipeline with qualification scorecards and handoffs, generate proposals and statements of work with your fee models and assumptions, capture approvals, and seamlessly spin up an engagement record when work begins.
On delivery, build an internal dashboard for milestones, tasks, risks and decisions; publish selected updates to a client portal; manage retainers with recurring deliverables; and track time, budget burn and utilization the way your team measures it. Start with one workflow and expand as your practice grows.
- Custom client portalsCreate branded portals where clients track status, review deliverables, share feedback and request meetings.
- Proposals & SOWsGenerate proposals and statements of work with scoped options, fee models and assumptions, then capture online approval.
- Engagement deliveryTrack milestones, tasks, risks, issues and decisions in one place, tailored to your consulting methodology.
- Time, utilization & pipelineBuild timesheets, utilization views and a simple sales pipeline connected to engagements.
Build it yourself
What business consultants and consulting firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Proposal & SOW generator
Standardize scoping and pricing while letting clients select options and approve.
PromptBuild a proposal and SOW builder for my consulting firm. Include: a template library; client details; scope items with description, estimated hours, fee type (fixed, time & materials, retainer), rate, and optional add-ons; assumptions; deliverables; timeline; and terms. Generate a shareable client view with sections and a pricing summary. Let clients select optional items and click Accept to record name, title, email and date. When accepted, create an Engagement record with budget, stage and start date. Provide an internal dashboard to track proposals by status (draft, sent, accepted).
Client portal per engagement
Give clients one place for status, deliverables, actions and meeting notes.
PromptBuild a secure client portal for each engagement. Features: client login; an Overview page with status (red/amber/green), key milestones, upcoming meetings and KPIs; a Deliverables area with files or links, version notes and publish/unpublish controls; an Action Items list with owner, due date and status; a Meeting Notes page with decisions and next steps; and a Request a Meeting form that notifies the internal team. Allow role-based access for different client contacts and internal staff.
Engagement delivery dashboard
Run delivery with milestones, tasks, RAID logs and weekly status pages.
PromptBuild an internal engagement delivery dashboard for my consulting team. Show a list of engagements with stage, health (R/A/G), client, budget vs actual hours and next milestone. Inside each engagement include: a milestone plan, a task board with priority and owner, a risk and issue log (impact, likelihood, owner, mitigation), a decision log, links to artifacts, and a weekly status update generator that pulls highlights, risks and next steps into a shareable status page.
Time tracking & utilization
Track billable hours, approvals, budget burn and utilization across the firm.
PromptBuild a time tracking and utilization tool for my consulting firm. Let team members submit weekly timesheets linked to engagement, task and billable/non-billable codes. Support individual rate cards and default bill rates. Provide manager approval, budget burn (hours and value), and utilization dashboards by person, team and date range. Include an admin page to manage projects, roles, rates and holiday calendars, plus an option to export reports to CSV.
Questions and answers
Common questions about Business Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and refine it step by step with AI until it matches your workflow.
Can I create proposals and SOWs with fixed fee, T&M and retainer pricing?
Yes. You can build a proposal and SOW app that supports your pricing models, assumptions and approval process, then convert accepted work into engagements.
Can I build separate client portals with permissions?
Yes. Create client-specific portals and define roles so internal notes stay private while clients see only published items and actions.
Will the tools I build work on mobile for clients and executives?
Yes. You can build mobile-friendly experiences for portals, status pages and internal dashboards.
Build the app your business consultants and consulting firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free