Why this tool
5,000+ templates cover every major consulting framework out of the box. Real-time collaboration with voting, timers, and private brainstorming mode prevents groupthink, and Miro AI can draft boards and summaries from a prompt.
Editorial summary
Decision guidance
Verified Jun 2026. Free plan (3 editable boards). Starter $8/member/mo (annual). Business $20/member/mo (annual). Miro AI included across plans. Enterprise custom pricing.
When not to use
Overkill for simple note-taking or async document collaboration. Use Notion if you need a knowledge base, not a whiteboard.
- Strongest area: UX polish
- Watch area: Pricing sanity
Confidence
How sure are we?
High — 88/100
- Strong fit for the stated use case.
- Recently reviewed data increases confidence.
- Strong evidence across score areas and recent checks.
Workflow fit
Workflow placement
Capture
Capture work for Delivery & Reporting.
Deliver
Get first value in 5 min setup.
Connect
Connect with 5 integrations.
Integrations
Compatibility snapshot
CRM & Sales
HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.
HubSpotClient ManagementAll-in-one CRM with email sequences, meeting scheduling, and pipeline automation.Communication
SlackTeam CommunicationReal-time messaging for client channels, updates, and workflow notifications.
Productivity
NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.
Google SheetsData & ReportingSpreadsheet integration for client data analysis, dashboards, and budget tracking.
NotionKnowledge ManagementWorkspace for project wikis, deliverable tracking, and shared knowledge bases.Google SheetsData & ReportingSpreadsheet integration for client data analysis, dashboards, and budget tracking.Automation
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.
ZapierWorkflow AutomationNo-code automation connecting tools into seamless multi-step workflows.Similar tools
Explore alternatives
Asana
83/100Project management platform with boards, timelines, goals, and automation. Organize client deliverables, track milestones, and coordinate with subcontractors.
Fathom
83/100Effortless call notes. Join a meeting, get summaries and action items synced to your tools. No configuration, no manual work. Generous free tier.
Loom
83/100Screen and camera recording for async video messages. Record a walkthrough, share a link, track who watched. Replace meetings that could have been a video.
Notion AI
83/100All-in-one workspace for docs, wikis, databases, and project management — now with built-in AI that drafts, summarizes, and organizes your consulting knowledge base.
Otter
81/100AI meeting transcription with summaries, action items, and CRM handoff. Speaker identification and searchable conversation history across all your calls.
Read AI
80/100AI copilot for meetings that scores engagement, generates summaries, and surfaces action items across Zoom, Teams, and Meet. Measures how attentive participants actually are.
Compare with:
Asana vs Miro — structured task management meets visual collaboration. Most consultants need both, but if you pick one, which covers more ground?Miro vs Notion — the visual whiteboard vs the all-in-one workspace. One is better for client workshops, the other for internal knowledge. Which comes first?Fathom vs Miro — AI meeting notes vs visual collaboration. Both improve how consultants work with clients, but at completely different moments.Loom vs Miro — async video vs visual collaboration. Both reduce meetings, but one replaces the meeting and the other replaces the whiteboard.
Stacks
Included in these workflows
Guides
Related guides
From Solo to Firm: Scaling Your Consulting Practice
Your tool needs change at every growth stage. A practical guide to the technology, processes, and decisions that take you from solo consultant to small firm — without losing what made you great.
Building Your Consulting Knowledge VaultConsultants waste 8.2 hours per week recreating work they have done before. Build a knowledge system that compounds — the independent consultant's answer to McKinsey's Lilli.
The Consultant's Pricing Playbook: From Hourly to Value-BasedA framework to evaluate five pricing models, calculate what to charge, and build tiered packages — with formulas, scripts, and sourced benchmarks for solo consultants.