ConsultSuitePro
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Changelog

What we've shipped, and what changed.

Product releases and any change to how your data is handled — including our sub-processors — are recorded here with a date, as committed to on the security page.

ConsultSuite Pro enters early access

ConsultSuite Pro is open to its first firms. The product is complete end to end rather than a preview slice: winning work, delivering it, running the firm's numbers, and showing clients the work through a branded portal on every engagement.

We are early, and we say so plainly. There is no SOC 2 report yet and no independent penetration test. What there is instead: database-level isolation for every firm, client portal sessions scoped to a single engagement, no third-party analytics anywhere in the product, and a named person who answers security questions.

This page is where provider and sub-processor changes get announced before they take effect, as promised on the security page. It is not a marketing feed.

Available at early access

  • Win — weighted pipeline, proposal builder, RFP compliance matrix, win/loss analytics.
  • Deliver — engagements, deliverables, tasks, documents and meeting records in one spine.
  • Run — time and expenses, rate cards, invoicing, utilisation and capacity planning.
  • Client portal — free and unlimited viewers, hidden by default until you publish.
  • Knowledge library, Authority Studio, Research Lab and the Legal Workshop.