ConsultCloud
consultcloud.co
- Free trial
- Web
What ConsultCloud is
ConsultCloud is a web platform for consultancies that captures client requirements, turns notes, transcripts, and emails into briefs, drafts proposals and Statements of Work, and matches consultants to projects. Its workflow runs from requirement capture through brief creation, document drafting, resource matching, and export or sharing. Users can export to Word or PDF and send documents for electronic signature. Modules cover client management, templates, skills, profiles, availability, reporting, integrations, and administration, with a reusable content library. HubSpot and Xero are listed as connectable services. The paid service starts at £150/mo, with no free plan and a trial lasting seven days or three completed workflows, whichever comes first; a workflow counts when its SoW is signed. ConsultCloud says customer content is not used to train foundation models. AI results are drafts that may contain errors or fabricated details and require review before commercial reliance.
Who it suits
It suits consultancies that need one workflow for requirements, proposals, SoWs, resource matching, exports, and signatures. Business users wanting role controls and tenant data isolation may also fit its stated design.
Good to know, and what to watch
- AI converts notes and emails into briefs
- Proposal and SoW drafting
- Exports to Word or PDF
- Electronic signatures included
- Reusable content library
- Starts at £150/mo
- No free plan
- Trial ends after seven days or three workflows
- AI output may contain errors or fabricated details
The verdict
ConsultCloud links consultancy intake, document drafting, staffing, and signing in one web workflow. Its trial can demonstrate the process, but ongoing use requires a paid plan and careful review of AI-generated material.
What the maker publishes
- Access controls
- The security policy says customers can assign and revoke user roles, and row-level controls logically isolate tenant data. source
- AI data use
- ConsultCloud says customer content is not used to train its foundation models and is processed to deliver the requested feature. source
- AI data use
- ConsultCloud says customer content is not used to train its foundation models and generated outputs remain the customer's property. source
- AI features
- AI converts notes, transcripts, and emails into briefs; drafts proposals and Statements of Work; suggests resources; and summarizes documents. source
- AI limitation
- AI outputs may contain errors or fabricated details, are drafts, and are not legal, financial, or professional advice. source
- AI oversight
- AI outputs are drafts that users are responsible for reviewing before sharing or relying on for commercial decisions. source
- Certification
- ConsultCloud says it is not separately certified and does not claim certifications held by its infrastructure provider. source
- Certification
- ConsultCloud says it is not separately certified and does not claim certifications held by its infrastructure provider. source
- Company
- The privacy policy identifies Digital Works Nottingham Ltd, a company registered in England and Wales, as the operator trading as ConsultCloud. source
- 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. source
- 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. source
- Exports
- Users can export documents to Word or PDF and send them for e-signature. source
- Exports and signatures
- Users can export to Word or PDF and send documents for e-signature. source
- Integrations
- The privacy policy identifies HubSpot and Xero as services customers may choose to connect. source
- 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. source
- Intended users
- The services are intended for business users and are not directed at children. source
- Modules
- The site lists modules for client management, brief generation, proposal building, SoWs, templates, resource matching, skills, profiles, availability, reporting, integrations, and admin. source
- 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. source
- Product
- ConsultCloud is an AI-powered platform for consultancies that captures client requirements, creates Statements of Work and proposals, and matches consultants to projects. source
- Purpose
- ConsultCloud is an AI-powered platform for consultancies that captures client requirements, generates proposals and Statements of Work, and matches consultants to projects. source
- Security
- The security policy states that application traffic uses TLS 1.2 or higher and managed-database data is encrypted at rest. source
- Support and privacy requests
- The privacy policy directs users to open a privacy request for questions about the policy or personal data. source
- Trial limit
- The free trial ends after seven days or three completed workflows, whichever comes first; a workflow counts when its SoW is signed. source
- 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. source
Checked against the maker's pages on 10 Oct 2026.