How every part of ConsultSuite Pro works — written for consultants who want to get to value in the first session.
Sign up at /signup with email and password or Google. The 14-day Professional trial starts automatically; no credit card is required. After signup you are directed through a short onboarding flow that captures your firm name, role, primary engagement type, and Brand Kit (logo, primary colour, signature image, default footer).
Open Settings → Brand Kit. Upload a logo (PNG with transparency, 512×512 minimum), set a primary brand colour (any HSL or hex), upload a signature image for PDF outputs, and enter the default footer line that appears at the bottom of every exported PDF. The Brand Kit drives PDF and PPTX exports — once configured, every document you generate ships in your firm's visual identity without per-document setup.
From Clients → New Client, capture the client name, primary contact, billing address, tax ID, and currency. From Projects → New Project, link the project to a client, set start and end dates, define the engagement type (Advisory, Implementation, Research, Diagnostic, Training), and add a one-line scope summary. Clients and projects are referenced throughout the workspace so documents, invoices, and meeting notes all roll up to the right engagement.
From Documents → New, pick a document type (Proposal, Inception Report, SoW, Concept Note, Policy Brief, etc.). The structured brief form captures the inputs an experienced consultant would gather before drafting. Submit the brief; the Document Studio drafts in the rich editor in 20–40 seconds.
Proposals, scope of work, inception reports, mid-term reviews, final reports, concept notes, policy briefs, executive summaries, white papers, case studies, RFP responses, and bespoke documents from a free-form brief. Each type ships with a brief form tuned to the inputs that document needs — a proposal brief asks about evaluation criteria and competitors, an inception brief asks about risks and stakeholder mapping.
Drafting quality is bounded by brief quality. Spend the time on audience (who reads this and what decision do they make from it), objective (what should they do or believe after reading), evidence (what data, frameworks, or precedents you want cited), length (target page count or word count), and constraints (terminology to avoid, mandatory sections, regulatory framing). A two-minute investment in the brief saves twenty minutes of rewriting later.
Polish rewrites a selected paragraph for clarity and tone without changing the substance. Refine rewrites a selection against a user instruction — "make this more direct," "add a counter-argument," "shorten by half," "explain to a non-technical reader." Both tools stream the rewrite inline so you can accept, reject, or iterate before committing.
Every document exports to DOCX, PDF, and PPTX. PDF exports use the Brand Kit (logo, colours, signature, footer). PPTX exports turn the document into a deck — H1 becomes section dividers, H2 becomes slide titles, and body paragraphs convert to bulleted slides with sensible word limits per slide. DOCX exports preserve the rich-text structure for downstream editing in Word.
Legal → New Draft opens a structured form for NDA, MSA, SoW, Subcontractor Agreement, Consulting Engagement Letter, IP Assignment, and Non-Compete. Pick a template, fill the structured form (parties, jurisdiction, term, payment, IP, dispute resolution), and the workshop drafts the agreement using the firm-preferred wording pinned in your clause library.
Legal → Review accepts an uploaded or pasted contract. The workshop parses it against the standard consulting risk profile (IP, indemnity, liability cap, termination, payment terms, confidentiality, non-compete, governing law) and surfaces issues inline with severity (Low / Medium / High), the offending clause text, and a suggested redline. Risk scoring is informational; the decision to accept or push back is yours.
Legal → Clauses is your firm's pinned wording. Add clauses, group them by engagement type or jurisdiction, mark a preferred wording per clause, and the Legal Workshop will use your preferred wording on every new draft. Versioning is automatic — overwriting a clause keeps the previous version retrievable.
Invoicing → New Invoice. Select a client and project, enter line items (description, quantity, unit price, optional tax), choose currency and payment terms (Net 7, 14, 30, on receipt, or custom), and add a memo. The invoice is generated using the Brand Kit and can be downloaded as PDF or emailed directly with a tracked link.
Every invoice records sent date, opened-by-recipient date, promised payment date, and cleared date. Outstanding invoices appear on the Finance dashboard with ageing buckets (0–30, 31–60, 61–90, 90+) so you can prioritise follow-ups. A simple chase template can be sent from the invoice detail page.
Finance shows revenue by month, by client, and by project; utilisation if you log hours; write-offs against invoiced amounts; and a rolling 12-month forecast based on signed engagements. All figures export to CSV for handing to your accountant.
Project → Expenses records reimbursable and non-reimbursable expenses against a project (travel, subcontractor fees, per diems, software). Reimbursable expenses can be attached to an invoice as a line item and exported as a client-ready statement of expenses.
When you submit a brief, ConsultSuite Pro routes the request through the Lovable AI Gateway to GPT-5.2 (long-form drafting) with the brief, your Brand Kit voice settings, and the document type's structural template as context. The first draft is streamed back into the editor within 20–40 seconds. Polish and Refine tools route to Gemini 3 Flash for faster, narrower edits.
Inside the editor, select any heading or paragraph to access the section toolbar: Rewrite, Expand, Shorten, Add Evidence, Change Tone, Translate. Each tool operates only on the selected section and previews the change before applying.
The Authority Engine takes any document — a report, white paper, or case study — and produces derivative content (LinkedIn post, Twitter thread, newsletter, executive summary, speaker notes). The original document is treated as the canonical source; the derivative pieces stay loosely synchronised so a content update in the source triggers a refresh prompt on the derivatives.
When you start a SWOT, PESTLE, stakeholder map, or theory of change, the framework builder seeds candidate entries based on the project context (client name, sector, geography, scope). You keep, edit, or discard each suggestion — the framework is not auto-completed without your review.
Data at rest is encrypted with AES-256. Data in transit uses TLS 1.2 or higher. Database access is governed by row-level security policies that scope every query to the authenticated user; no shared admin view sees content across tenants.
Documents, briefs, and uploaded contracts are sent to AI model providers under zero-data-retention terms. Your content is not used to train general-purpose models and is not retained by the provider beyond the single request.
Database snapshots are taken every six hours and retained for 30 days. Storage objects are versioned for 30 days. Account-level data export is available on demand in DOCX, PDF, and CSV formats.
Email and password, Google SSO on all plans, SAML SSO (Okta, Azure AD, OneLogin) on Agency. Magic-link login is enabled by default and can be disabled by an account admin.
Subscription billing is handled by Stripe. We do not store card numbers. Invoice payment links (for invoices you issue to your clients) are powered by Stripe Checkout or a manual bank-transfer instruction depending on currency support in your region.
DOCX, PDF, PPTX from any document; CSV from any list view (clients, projects, invoices, time entries, expenses). API access is on the roadmap for Agency tier.
Logo, primary colour, secondary colour, signature image, default footer line, and preferred font (Source Sans 3, Inter, Helvetica, Times). Brand Kit is applied across PDF and PPTX exports without per-document configuration.
Cover page with logo and project metadata, branded headers and footers on every page, signature block where applicable, and an optional watermark for draft outputs. PDF export resolution is print-ready at 300 DPI.
PowerPoint exports translate the document structure into slides with sensible per-slide word limits. H1 becomes section dividers, H2 becomes slide titles, body paragraphs convert to bullets with automatic line breaks. The output is editable in PowerPoint or Google Slides with no broken layout.