Pricing for Solo Consultants
Stop spending 3–4 hours per week on client reports. Plans start at $49/month with no setup fees.
Choose Your Plan
Packages scale with your client load. All plans include core AI report generation and basic integrations.
For solo consultants testing AI report automation.
- 10 client reports/month
- Core report templates
- Email delivery
- Basic analytics
- One integration (Calendar)
For established consultants managing 10–50 clients.
- 50 client reports/month
- AI tone and style customization
- White-label templates
- Calendar and CRM sync
- Priority email and chat support
- Bulk report generation
- Client portal access
For growing practices with 50+ active clients.
- Unlimited client reports
- Everything in Professional
- Custom branding for client-facing reports
- API access for custom integrations
- Dedicated onboarding session
- SLA-backed uptime guarantee
- Advanced reporting and exports
- Phone support
All plans include a 14-day free trial. Cancel anytime. No setup fees. Annual billing available at 20% discount.
Why ConsultantOS
Purpose-built for consultant report workflows versus general-purpose AI tools.
| Capability | ConsultantOS | Generic AI Assistants | Legacy Practice Management |
|---|---|---|---|
| AI-native report generation Built from the ground up for prose reports | Yes | No | No |
| Multi-client management | Yes | Manual setup | Partial |
| White-label report templates | Pro+ | No | Limited |
| Calendar/CRM integrations Syncs session data automatically | Yes | No | Yes |
| No manual review required Drafts auto-generate; you approve before send | Human-in-loop | Full manual | Full manual |
| Per-consultant pricing Solo-friendly Starter tier at $49/mo | Yes | N/A | Per-seat only |
| Audit trail for compliance | Yes | No | Partial |
| API access | Business | No | Enterprise only |
Common Questions
Answers for evaluation-phase buyers comparing solutions.
How does the AI generate accurate client reports?
ConsultantOS pulls session data from your connected calendar and CRM, then generates a structured progress report draft using your configured tone and template preferences. Each report requires your review and approval before delivery—this is a deliberate human-in-the-loop design. You correct any inaccuracies before the client sees anything. Over time, the AI learns from your edits to match your style more closely.
What happens to my client data?
Client data is processed to generate reports and is not used to train any shared model. Data is encrypted in transit and at rest using AES-256. You retain full ownership of all client information. Enterprise plans include data residency options and Business Associate Agreements (BAAs) for consultants handling sensitive data.
Can I switch plans as my practice grows?
Yes. Upgrade or downgrade your plan at any time. Upgrades take effect immediately with prorated billing. Downgrades take effect at the start of the next billing cycle. There are no lock-in contracts—cancel anytime from your account settings.
How does this compare to hiring a virtual assistant?
A virtual assistant typically costs $225–$625/month for report-related tasks. ConsultantOS starts at $49/month for the same workflow. A VA can handle other administrative tasks beyond reports; ConsultantOS focuses specifically on automating the report generation step. Many users employ both—a VA handles non-report tasks while ConsultantOS handles the 3–4 hours/week previously spent on report writing.
Do I need to be technical to set this up?
No. The core workflow (connect calendar, configure template, generate report, send) requires no coding. API access is available on Business plans for users who want to build custom integrations, but it is entirely optional.
Is there a free trial?
Yes—14 days, no credit card required. Starter, Professional, and Business plans all include full feature access during the trial. After the trial ends, you are billed according to your selected plan unless you cancel.
What integrations are supported?
Current integrations include Google Calendar, Calendly, HubSpot, and Pipedrive. Additional integrations (Salesforce, Microsoft 365, Slack) are on the roadmap. All integrations use OAuth 2.0 for secure, revocable access.
Does ConsultantOS work for regulated industries?
The tool generates report drafts; the consultant remains responsible for final content and compliance with their professional standards. Business plans include audit logging and BAAs for HIPAA-adjacent use cases. We recommend reviewing output against your specific regulatory requirements before client delivery.
Start generating client reports in minutes
14-day free trial. No credit card required. Cancel anytime.