Savebase for Consultants
Keep each engagement's research ready for the next conversation.
Consulting research moves between industry context, competitor examples and the source behind a recommendation. Savebase helps consultants keep that material organized by engagement, with notes about its relevance and limits. When a question comes up on a call, your reference library can start from the research you already reviewed.
Start with Free. See plan availability for advanced features.
From save to useful reference
Create a folder per engagement and tag sources by industry, workstream and method. A public sector report might inform several projects without being saved repeatedly. Add the client context in a note so a benchmark from one engagement is not silently reused for a very different organization.
Sync saved records into Savebase's Notion database template, then reference them from your own engagement planning pages. Keep the original URLs and notes about scope. This supports your research workflow while formal deliverables and client access remain in your existing consulting tools.
Set a reminder on the report you need to read before the steering meeting and enable reminder emails. Note which recommendation it might support and what assumptions need checking. The goal is to return to the source with a question, rather than arrive with only a remembered headline.
A small, annotated collection is a useful place to begin.
Savebase quick start →Create an engagement folder and reusable industry and workstream tags.
Save public sources with their scope and the recommendation they might inform.
Schedule a pre-call review and sync reference records into your Notion database.
Bring existing references with import, review repeated URLs with duplicate removal, and keep a portable copy through JSON export. The duplicate-removal guide explains the scan's scope and deletion behavior.
RSS subscriptions, rule-based automation, webhooks, Notion and Google Sheets integrations, media backup and video transcripts require an eligible paid plan. Media backup covers eligible Instagram, Facebook, Threads and TikTok saves, with backup enabled and media successfully fetched.
Check current plans and limits →Savebase supports public research and reference recall. Client portals, confidential documents and project delivery stay in your consulting stack.
Yes. Use engagement folders and client or workstream tags to organize your own library. This provides personal organization, not a permissions-based client portal. Keep confidential deliverables and client-access controls in your approved systems.
Tag public references by industry and method in addition to the engagement folder. Keep the scope, date and limitations in a note. Before reusing a source, check whether its population and assumptions fit the new client's question.
Start with the next reference you want to use again.
Start your Savebase library