Zoom for consultants
Zoom for consultants

The AI-enhanced software that makes the admin of consulting a breeze

Expertise takes time. You focus on the real work — let Zoom handle the admin, from the kickoff call to the final invoice. Save time and give every project the attention it deserves.

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The AI-enhanced software that makes the admin of consulting a breeze
Use cases
Use cases

Simplify the business of consulting with intuitive, connected tools

Capture every decision

My Notes can transcribe decisions, feedback, and open items for client meetings — pretty handy for that final check before delivery.

Build your CRM

Sync My Notes to Bonsai and the right client details land automatically alongside their proposals, contracts, and billing — less manual entry.

Win more clients

Turn your Zoom meetings into polished project proposals and close confidently with Bonsai Proposals & Contracts.

Keep clients in the loop

Give clients a secure portal in Bonsai for viewing project progress, sharing files, time tracking, and billing — no long email chains, no extra admin.

Get paid with less chasing

Bonsai can automate invoices, flag budget pressures, and send payment reminders, helping cash flow stay reliable.

Get clients on the books ASAP
See it in action
See it in action

See how Zoom tools make consulting easier

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Customer stories
Customer stories

What our customers say

Read more Element Customer

Element Home Designs turns client conversations into instant project context

Zoom takes notes for me, and then it puts those notes into Bonsai — it does it automatically. Before, I had a file for each project on my computer. Now if a client calls me, I can pull it right up and see exactly what we talked about.

 

-  Katie Greenmun, Architect, Element Home Designs, PLLC

Element Customer
The book Customer
Designseed Customer
Element Home Designs turns client conversations into instant project context
Read more

Zoom takes notes for me, and then it puts those notes into Bonsai — it does it automatically. Before, I had a file for each project on my computer. Now if a client calls me, I can pull it right up and see exactly what we talked about.

 

-  Katie Greenmun, Architect, Element Home Designs, PLLC

Key products
Key products

Build processes that help you work smarter with every client

AI note taking

  • Get organized summaries from client meetings — even on Google Meet, Teams, or in-person — to get projects moving faster.
  • Capture decisions and key details instantly — no more scouring recordings for what the client said.
  • Support clients in different languages. Multi-language transcription keeps communication clear and inclusive.
AI note taking
Security and compliance
Security and compliance

Protect sensitive client data

Encrypted in transit & at rest

Feature-rich platform supported by a range of encryption technology to support user privacy and security.

Granular AI controls

Admins can enable or disable AI features at the account, group, or user level.

Data residency and retention options

Choose storage regions and retention settings that fit your organization’s compliance needs.

Certifications and audits

Zoom maintains compliance certificates like ISO and HIPPA-ready controls to help you meet regulatory standards.

*Security and compliance features described herein apply to Zoom Workplace generally. Zoom makes no
representations or warranties as to their applicability to Bonsai.

Pricing
Pricing

Get more when you bundle with Zoom

Explore products and pricing for consultant software.

Annually
My Notes

  • /user/month
  • billed annually

 

All My Notes features added to Workplace Basic.
All of My Notes Basic, and:
  • My Notes
    • Unlimited AI note taking
    • Automated workflows embedded in meetings running with Zoom data sources
  • AI features
    • Meeting summaries for all hosted
Zoom Meetings
    • In meeting questions in all hosted
Zoom Meetings
    • Meeting summaries can be sent to
Slack automatically
    • Unlimited AI queries**
    • Writing mode**
    • Personal workflows**
    • 10 searches (per month)
    • Transcribe in-person meetings (3 uses per month)**

**Features are available on the ZoomMate web surface at zoommate.com

Bonsai

  • /user/month
  • billed annually

 

Everything you need to win more clients, look professional and get paid faster.
Highlights:
  • Win clients
    • CRM — all your client relationships, contacts, and history in one place.
    • Pipeline — track leads and prospects, from first call to closed deal.
    • Meetings Sync — centralize your client meetings, notes, and transcripts.
    • Proposals — send professional on-brand proposals in minutes.
    • Agreements — create and send contracts with built-in e-signature.
    • Forms — build custom forms to collect client info, feedback, and more.
  • Deliver client work
    • Projects — organize project info, files, tasks, and timesheets in one place.
    • Client Portal — create a branded, secure, and collaborative hub for your clients.
  • Get paid
    • Invoicing — send invoices and put billing on auto-pilot with retainers.
    • Payments — get paid faster with integrated online payments.
    • QuickBooks Online Integrations — sync invoices to QuickBooks Online.
  • Automate your business
    • Smart triggers — automate your client journey from proposal to invoice.
    • Meeting actions – turn client conversations into tasks, billable time, and more.
  • Meetings
    • 40 minutes per meeting
    • 100 participants per meeting
Scheduler

  • /user/month
  • billed annually

 

Effortlessly share meeting slots for office hours, interviews and more.
Highlights:
  • Scheduler
    • Unlimited booking pages
    • Schedule round-robin and group meetings
    • Connect up to 6 calendars
    • Automate email and SMS reminders for attendees
    • Remove Zoom Scheduler branding
    • Customize your booking page with brand colors and logo
    • Schedule 1:1 and group sessions
    • Take payments with Stripe—credit, debit, Apple Pay, and Google Pay*
    • Qualify and route leads with routing forms
    • Sync scheduled meetings to Salesforce
    • View analytics and insights to optimize bookings
    • Manage schedules and groups across larger teams

* Available in US and UK only

FAQs
FAQs

Got questions? We've got answers.

Whether they’re running a small business or growing a professional services firm, consultants need tools for client communication, scheduling, CRM, proposals and contracts, project management, time tracking, invoicing, and payments. All of these tools are available in Zoom, making for a streamlined day-to-day workflow for consultants.

Zoom is business software that connects client communication, scheduling, AI, CRM, proposals, contracts, project management, time tracking, and invoicing — all key elements of running a consulting business. Instead of rebuilding context every time you switch tools, you can move from client conversation to completed — and paid — work with less admin.

My Notes helps capture meeting context, create summaries, identify next steps, find information, and produce follow-up materials. This reduces manual note-taking and repetitive work between meetings.

Yes. Zoom connects meetings with AI, scheduling, client management, proposals, contracts, projects, time tracking, invoicing, and payments.

Zoom helps independent consultants manage the full client lifecycle: booking meetings, winning work, defining project scope, tracking billable time, managing budgets, invoicing, and collecting payment.

Yes. With Bonsai by Zoom, you can create and track proposals, send contracts, collect e-signatures, and connect signed work to the relevant client and project.

Yes. Bonsai by Zoom lets consultants track time against clients, projects, and tasks, as well as monitor budgets and safeguard billable time when preparing invoices.

Yes. Consultants can create professional invoices, accept online payments, automate recurring billing, and send payment reminders using Bonsai by Zoom.