ConsultCloud

Spec sheet

Purpose

ConsultCloud is an AI-powered platform for consultancies that captures client requirements, generates proposals and Statements of Work, and matches consultants to projects.Read 10 Oct 2026 · consultcloud.co

Product

ConsultCloud is an AI-powered platform for consultancies that captures client requirements, creates Statements of Work and proposals, and matches consultants to projects.Read 9 Oct 2026 · consultcloud.co

Intended users

The services are intended for business users and are not directed at children.Read 10 Oct 2026 · consultcloud.co

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.Read 10 Oct 2026 · consultcloud.co

Security

The security policy states that application traffic uses TLS 1.2 or higher and managed-database data is encrypted at rest.Read 9 Oct 2026 · consultcloud.co

Company

The privacy policy identifies Digital Works Nottingham Ltd, a company registered in England and Wales, as the operator trading as ConsultCloud.Read 9 Oct 2026 · consultcloud.co

Access controls

The security policy says customers can assign and revoke user roles, and row-level controls logically isolate tenant data.Read 9 Oct 2026 · consultcloud.co

AI data use

ConsultCloud says customer content is not used to train its foundation models and generated outputs remain the customer's property.Read 10 Oct 2026 · consultcloud.co

AI features

AI converts notes, transcripts, and emails into briefs; drafts proposals and Statements of Work; suggests resources; and summarizes documents.Read 10 Oct 2026 · consultcloud.co

AI limitation

AI outputs may contain errors or fabricated details, are drafts, and are not legal, financial, or professional advice.Read 10 Oct 2026 · consultcloud.co

AI oversight

AI outputs are drafts that users are responsible for reviewing before sharing or relying on for commercial decisions.Read 9 Oct 2026 · consultcloud.co

Certification

ConsultCloud says it is not separately certified and does not claim certifications held by its infrastructure provider.Read 10 Oct 2026 · consultcloud.co

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.Read 10 Oct 2026 · consultcloud.co

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.Read 10 Oct 2026 · consultcloud.co

Exports

Users can export documents to Word or PDF and send them for e-signature.Read 10 Oct 2026 · consultcloud.co

Exports and signatures

Users can export to Word or PDF and send documents for e-signature.Read 9 Oct 2026 · consultcloud.co

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.Read 10 Oct 2026 · consultcloud.co

Support and privacy requests

The privacy policy directs users to open a privacy request for questions about the policy or personal data.Read 9 Oct 2026 · consultcloud.co

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.Read 10 Oct 2026 · consultcloud.co

Workflow

The workflow covers requirement capture, AI brief generation, proposal creation, Statement of Work production, resource matching, and export or e-signature.Read 10 Oct 2026 · consultcloud.co

Where Specifiction places it

• AI Proposal Generators#18 of 267.6