There are several citation management tools available. Here is a tutorial for one commonly used citation management tool, Zotero. However, there are other tools such as EndNotes Basic and Mendeley. More information about those tools can be found at the Citation Style Guide linked above.
As a consultant, you may be asked to locate market research reports, industry reports, and other gold mines of information that are cost-prohibitive for your client to access. As with academic articles, newspapers, and other resources, SU Libraries and/or The University System of Maryland pays for access to these reports for educational purposes.
Sharing, copying, or distributing copyrighted materials is prohibited by law. Certain exceptions apply when it pertains to the personal use of materials for educational purposes. Quoting copyrighted materials (including sentences, paragraphs, charts, tables, visual representations, etc.) is acceptable as long as it is properly cited and complies with fair use as far as the extent of material quoted.
In short, if a client asks for information from a report, you can share pieces of data/information as long as it is properly attributed, cited, and falls within fair use. Whole chapters or pages of a report would likely violate copyright and fair use.