ConsultCloud
ConsultCloud is a web-based platform for consultancies that turns client requirements into briefs, proposals, and Statements of Work, then helps match consul…
What ConsultCloud is
ConsultCloud is a web-based platform for consultancies that turns client requirements into briefs, proposals, and Statements of Work, then helps match consultants to projects. Its workflow covers gathering requirements, generating a brief, drafting documents, matching resources, and exporting or sharing the result. AI can convert notes, transcripts, and emails into briefs, draft proposals and SoWs, suggest resources, and summarize documents. Users can export to Word or PDF and send documents for e-signature. Listed modules cover client management, templates, skills, profiles, availability, reporting, integrations, and administration; a reusable content library is also available. The service is paid, starting at £150/mo, with no free plan. The trial ends after seven days or three completed workflows, whichever comes first; a workflow counts once its SoW is signed. ConsultCloud says customer content is not used to train its foundation models, but AI output is draft material that may contain errors or fabricated details and needs review. The operator is Digital Works Nottingham Ltd, registered in England and Wales.
Good
- AI turns notes, transcripts, and emails into briefs.
- Exports documents to Word or PDF.
- Documents can be sent for e-signature.
- Reusable content library is listed.
- Trial includes up to three completed workflows.
Watch out
- No free plan is listed.
- The trial ends after seven days or three workflows.
- AI drafts may contain errors or fabricated details.
- The service is not separately certified.
Who it suits
ConsultCloud suits consultancy teams that prepare proposals and Statements of Work, reuse content, and match available consultants to projects. It is intended for business users, not children.
Verdict
ConsultCloud supports a consultancy workflow from client input through document drafting, resource matching, and signing. Its trial is limited, and users need to review AI output before sharing or relying on it.
The facts
Each one read from ConsultCloud's own pages, with the date it was checked.
What it does
- Access controls
- The security policy says customers can assign and revoke user roles, and row-level controls logically isolate tenant data.checked 9 Oct 2026
- AI data use
- ConsultCloud says customer content is not used to train its foundation models and generated outputs remain the customer's property.checked 10 Oct 2026
- AI features
- AI converts notes, transcripts, and emails into briefs; drafts proposals and Statements of Work; suggests resources; and summarizes documents.checked 10 Oct 2026
- AI limitation
- AI outputs may contain errors or fabricated details, are drafts, and are not legal, financial, or professional advice.checked 10 Oct 2026
- AI oversight
- AI outputs are drafts that users are responsible for reviewing before sharing or relying on for commercial decisions.checked 9 Oct 2026
- Certification
- ConsultCloud says it is not separately certified and does not claim certifications held by its infrastructure provider.checked 10 Oct 2026
- Data retention
- After account closure, project data is deleted from active systems within 30 days and removed from routine backups within a further 60 days, unless legally required to retain it.checked 10 Oct 2026
- Encryption and access
- The security policy says application traffic uses TLS 1.2 or higher, database data is encrypted at rest, and row-level access controls logically isolate tenants.checked 10 Oct 2026
- Exports
- Users can export documents to Word or PDF and send them for e-signature.checked 10 Oct 2026
- Exports and signatures
- Users can export to Word or PDF and send documents for e-signature.checked 9 Oct 2026
- Integrations
- The privacy policy names HubSpot and Xero as optional connected services, and says connected-service data can include deals, contacts, companies, or invoice records.checked 10 Oct 2026
- Intended users
- The services are intended for business users and are not directed at children.checked 10 Oct 2026
- Modules
- The platform lists modules for project creation, client management, briefs, proposals, Statements of Work, templates, resource matching, skills, profiles, availability, reporting, integrations, and administration.checked 10 Oct 2026
- Product
- ConsultCloud is an AI-powered platform for consultancies that captures client requirements, creates Statements of Work and proposals, and matches consultants to projects.checked 9 Oct 2026
- Purpose
- ConsultCloud is an AI-powered platform for consultancies that captures client requirements, generates proposals and Statements of Work, and matches consultants to projects.checked 10 Oct 2026
- Security
- The security policy states that application traffic uses TLS 1.2 or higher and managed-database data is encrypted at rest.checked 9 Oct 2026
- Support and privacy requests
- The privacy policy directs users to open a privacy request for questions about the policy or personal data.checked 9 Oct 2026
- Workflow
- The workflow covers requirement capture, AI brief generation, proposal creation, Statement of Work production, resource matching, and export or e-signature.checked 10 Oct 2026
The company
- Company
- The privacy policy identifies Digital Works Nottingham Ltd, a company registered in England and Wales, as the operator trading as ConsultCloud.checked 9 Oct 2026
Money
- Trial limit
- The free trial lasts 7 days or 3 completed workflows, whichever comes first; a workflow counts when its Statement of Work is signed.checked 10 Oct 2026
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