BlokNotes for consultants
From discovery call to final invoice, one engagement record
Consulting work is knowledge work with a billing deadline. The research you did in week one becomes the recommendation in week four and the invoice in week six — but most consultants scatter those steps across tools that never meet.
BlokNotes keeps the whole engagement in one thread: the research project with rated sources, the meeting notes with decisions, the timesheet the client signs off, and the invoice that matches it.
The problems this solves
Findings without provenance
A recommendation is only as strong as its sources. The research hub keeps every source rated for credibility and every finding linked to where it came from.
Decisions lost in meeting blur
Six stakeholder meetings later, who agreed to what? Meeting records with participants, linked projects and follow-up tasks keep the decision trail intact.
Hours clients push back on
An approved, day-by-day timesheet PDF with real descriptions ends the 'what are these hours?' conversation before it starts.
How consultants use BlokNotes
- 1
Frame the engagement
Create the project with scope, budget and timeline. Start a research project with the core question, the audience and the desired output format.
- 2
Research with receipts
Collect sources, rate their credibility, extract findings as facts, insights and recommendations — with AI proposing candidates you confirm or reject.
- 3
Advise and document
Run stakeholder meetings from calendar events, capture decisions in linked notes, and shape the final deliverable in the editor — diagrams included.
- 4
Close out and bill
Submit the timesheet for approval, export the PDF, convert the engagement quote to an invoice and track the payment. The whole engagement remains auditable.
Features consultants lean on
Research hub
Collect sources, rate credibility, extract findings — and synthesize with AI help.
Learn moreMeetings & calendar
Meeting notes linked to people and projects, synced with Google Calendar.
Learn moreTimesheets
Track billable hours per project and turn them into clean, client-ready PDFs.
Learn moreQuotes & invoices
Tax-ready quotes and invoices with branded PDFs, payments and overdue tracking.
Learn moreAI assistant
Chat, draft and summarize with OpenAI, Anthropic or Google models — your choice.
Learn moreNotes & block editor
A calm, block-based editor where every note can link to the work it describes.
Learn moreQuestions from this corner of the world
Can clients see the work in progress?
Invite them as readers to follow the project, or share specific notes as public read-only pages — your call, per engagement.
Can I run multiple client engagements side by side?
Yes. Projects, notes, timesheets and invoices are all linked per client, and separate workspaces give full isolation when confidentiality requires it.
Join other consultants on BlokNotes
Free during the public beta — every feature, no usage limits, no credit card.