For firms of 3–30 consultants
Run your whole firm — and let your clients see the work.
ConsultSuite Pro brings delivery, business development and firm operations into one system, with a branded client portal on every engagement.
The demo opens a fully populated firm — no signup, nothing to install.
What partners actually tell us
"We run five different tools, and none of them talk to each other. I can't get a single view of the firm without building a spreadsheet myself. Clients go quiet between milestones and then wonder what they're paying for. And invoices — the invoices always get queried, because nobody can show the client the underlying time."
— a founding partner, 14-person strategy boutique
One system, four surfaces
Win, deliver, run and show — from the same data.
Pipeline
Win
Weighted pipeline
$842k
+12% vs last qtr
Open opportunities
23
Win rate, ttm
38%
Northbridge Health — Phase II
Proposal sent
Ferrol Group — org review
Discovery call booked
DeVries Foundation
Verbal yes
Engagements
Deliver
Active engagements
14
Utilisation
71%
target 75%
Overdue deliverables
1
Meridian Retail — pricing strategy
Milestone 3 of 5
Alden County — service redesign
Milestone 2 of 4
Coastal Water Trust — evaluation
Milestone 4 of 4
Finance
Run
Outstanding invoices
$118,400
Realisation
93%
Billable hours, mtd
612
INV-1042 — Northbridge Health
Sent 12 days ago
INV-1039 — Ferrol Group
Paid on time
INV-1044 — DeVries Foundation
Draft, pending approval
Client portal
Show
Portals live
14
Client logins, 30d
86
Approvals pending
2
Board deck v3 — awaiting sign-off
Northbridge Health
Interim report published
Coastal Water Trust
Invoice INV-1039 paid online
Ferrol Group
Win
A weighted pipeline, reusable proposal sections and client health, so business development stops living in someone's head.
Deliver
Engagements, deliverables, documents and meeting records in one spine that partners and consultants both trust.
Run
Time, expenses, invoices and utilisation — the numbers a managing partner needs, always current.
Show
A branded client portal on every engagement: progress, approvals and payment, without a status-update email.
The client's view
Your clients see progress, not a status-update email.
Every engagement gets its own branded portal — your logo, your colours on Firm and Practice plans — where the client can see milestones, review and approve documents, and pay an invoice. No client ever needs an account on the main product to use it.
Northbridge Health — client portal
northbridge.consultsuite.app
Phase II: Market entry strategy
On trackMilestone 1 — Landscape assessment
Delivered 14 Feb
Milestone 2 — Segmentation model
Delivered 4 Mar
Milestone 3 — Go-to-market plan
Awaiting your review
Invoice INV-1042
Due 28 Mar
Milestones and deliverables, always current — no forwarded PDFs.
One-click approvals with a timestamped record.
Invoices with the underlying time attached — fewer queried invoices.
Institutional memory
Your firm's knowledge compounds instead of leaving with people.
Proposal sections, deliverable templates and past engagement work sit in a shared library, tagged by sector and service line, so the fifth time your firm does a market-entry study it's faster than the first.
Library items
1,284
Reused this quarter
211
Avg. proposal build time
3.2 hrs
down from 11 hrs
Early access · Security
We're early, and we say so plainly.
Data encrypted in transit (TLS 1.2+) and at rest.
Row-level security isolates every firm at the database layer.
Client and firm data is never used to train AI models.
No SOC 2 report, no penetration test report, no uptime SLA. Instead: the full detail of how it's built, and a named person accountable for it.