Base for consultants: project research, decisions and deliverables your client can work from
An engagement's knowledge ends up scattered across decks, interview notes, email and someone's memory, and the handoff is a week of reassembling it. Keep the engagement in a Base from the first day. Base reads the research, briefs and deliverables into facts with their quotes, a timeline and the decisions behind them; your team and the client work from it in whichever AI each person uses; and when the engagement ends, the client already has a handoff they can question.
Updated November 2, 2026
Three ways consultants use Base
- Keep the project's research in one place. Interviews, market data, briefs and working drafts go into one Base, and every finding keeps the sentence it came from, so a claim in a deck can be traced in seconds.
- Work with the client in it. Invite client stakeholders as viewers or contributors; they ask questions from their own AI, add documents, and see figures that disagree flagged rather than quietly reconciled.
- Hand off without a handoff week. The Base already holds the deliverables, the decisions and the documents behind them. See how to hand off a client project.
An illustrative example
This example is illustrative, not a client engagement. A two-person consulting team runs a rebrand in a Base and invites the client's marketing lead as a contributor.
- The team adds the brief, interview notes and the budget sheet. Base flags that the brief and the budget sheet give different numbers for the same line, each with its quote.
- The client's marketing lead asks ChatGPT what was decided about the logo and gets the decision with the meeting note it came from.
- At the end, the client keeps the Base, so whoever works on the brand next can ask why something was decided.
Why consultants choose Base
- The client gets answers they can check, each with its source quote, instead of a folder they have to read.
- It improves itself toward the engagement's goal: after a weak answer Base fixes what it safely can and asks you only what a document could settle.
- Work your team repeats becomes a skill every teammate's AI follows, rewritten when the way you work changes.
- On Pro, the Base can carry your logo, name and colors.
- Clients join one Base by email with a role, without a seat in your tools.
See an example
Open the example project kickoff Base: a brief, scope, timeline, budget, stakeholders and kickoff notes, where the brief and the budget sheet disagree and both are kept and cited. All names and figures in it are fictional.
Questions
Can the client add documents?
Yes, if you invite them as a contributor. They add documents and new versions from the browser or their own AI. Viewers read.
Does the client keep access after the engagement?
As long as you keep them on the Base. You can also set an expiry date, or remove them at any time; access is checked on every request.
Can our team use different AI tools?
Yes. Each person connects their own Claude, ChatGPT, Grok or coding agent to the same Base at https://createbases.com/api/mcp. See how to share a team knowledge base across AI tools.
What does it cost the client?
Nothing. Reading a Base, asking it questions and connecting it to an AI are free for everyone you share it with. Credits come from your workspace when the Base reads new documents.
What does it cost us?
Base is free for 2 Bases with 300 credits and no card, and Pro is $20 a month per workspace, not per seat.
Try it with your own documents
Free for your first Bases, no card. Every new account starts with a Base that explains Base, so there is a cited answer to inspect right away.