Win and staff complex technology engagements.
From cloud migrations to data platforms, ConsultCloud helps technology consultancies move from inbound opportunity to signed SoW in days, not weeks.
The problem today
- Scoping technical work in Word and Excel that nobody trusts.
- Bench data that's already stale by the time you read it.
- Proposals that look inconsistent between teams.
How ConsultCloud helps
Faster qualification
Capture intent in minutes, not multi-call discovery cycles.
Confident staffing
Match consultants to roles by stack and seniority.
Defensible commercials
Built-in role libraries and rate cards.
Built for technology engagements
Technology engagements are hard to scope and harder to staff. Cloud migrations, data platforms and systems integration work depend on getting the phases, the assumptions and the exact mix of skills right, yet the scoping usually happens in Word and Excel and the bench data is stale before the proposal is out. ConsultCloud gives technology consultancies one workflow from inbound opportunity to signed SoW.
From opportunity to signed SoW
Capture the opportunity
Turn a discovery call or an inbound brief into a structured project brief, or import open HubSpot deals as draft projects.
Scope in phases
Structure the work into phases such as discovery, design and delivery, with explicit assumptions and exclusions.
Staff by stack and seniority
Match roles to consultants with the right technical skills and availability.
Price from role libraries and rate cards
Commercials are built from your rates, not typed in by hand.
Issue a consistent proposal and SoW
Every team presents work the same way.
Built for technology firms
Assumptions and dependencies made explicit
The sections technical projects most often get wrong are part of every SoW.
Technical skills matching
Search the skills repository for the stack the client needs.
Consistency across practices
Shared templates stop proposals diverging between teams.
AI assistant access via MCP
Read briefs, proposals and SoWs, and summarise your pipeline from compatible AI assistants, with workspace approval and role permissions applied.
Connected to your tools
HubSpot for pipeline, Xero for client contacts, SharePoint for source material.
Common questions
- Is ConsultCloud suitable for technology consultancies?
- Yes. It is built for firms that scope, staff and deliver project-based work, including cloud, data and systems integration engagements.
- Can we bring in deals from our CRM?
- Yes. The HubSpot connection imports companies, contacts and open deals as draft projects. CRM data is read, not written back.
- Can we use AI assistants with our ConsultCloud data?
- Yes. Compatible assistants can connect through the Model Context Protocol (MCP) to read and, where permitted, update your projects and documents. They cannot send documents for signature, delete records or perform billing actions.
- Can we keep our existing proposal and SoW templates?
- Yes. Word and PDF templates can be imported from SharePoint through the Microsoft 365 connection and reviewed before they are saved, so each practice keeps its established format.
- How does ConsultCloud handle phased delivery?
- Work is structured into phases, and the SoW timeline and milestones are built from those phases, so the sequence and its dependencies are clear before anyone signs.
- Do we have to connect HubSpot or Xero?
- No. Integrations are optional. HubSpot brings in your pipeline and Xero imports existing contacts as clients; invoice creation in Xero is not currently supported.
- Can I try it first?
- Yes. The free trial lasts 7 days or 3 completed workflows, whichever comes first. A workflow counts when its SoW is signed.
Ready to win more consulting work?
Start your free trial today. Cancel anytime before it ends.