Every Client. One Console.
Your analysts run engagements across spreadsheets, email threads and borrowed client logins. ESG:ONE Consultant Management gives your practice one console for every client - with the audit trail to prove the work.
Live disclosure progress, deadlines and risks per client. Read-only drill-in with a server-side write guard. Evidence review, formal verdicts, AI compliance scans and emissions data quality scoring - all in the platform your clients already report on.
One console, every client
Read-only by design
AI evidence scans
Audit-grade trails
Client Work Deserves Better Than Borrowed Logins
Most ESG consultancies run engagements through a patchwork of spreadsheets, shared inboxes and client-side accounts. It works - until the portfolio grows, an auditor asks who changed what, or a deadline slips unseen.
No portfolio view
Each client's progress, deadlines and risks live in separate trackers - stale the day they are updated.
Full edit rights, zero audit trail
Consultants work inside client accounts. One mis-click changes client data - and nobody can prove who did what.
Evidence by email
Documents fly back and forth with no record of what was accepted, rejected or still outstanding.
Notes that leak
Internal commentary and client-facing feedback mix in the same threads - or worse, reach the client.
Data quality by sampling
No systematic way to find the weakest emission records across a whole client portfolio.
Findings die in Word
Review conclusions live in reports, not against the underlying data - so next year's team starts from zero.
How an Engagement Runs
From portfolio overview to recorded verdicts - the whole review loop in one place.
See the whole portfolio
Every client as a live card: disclosure completeness, open cycles, deadlines, overdue work, risks and AI usage - with portfolio rollups and search.
In practice: Monday triage in one screen, not twelve trackers.
Drill in - read-only
One click opens the client's instance in oversight mode, backed by a server-side write guard: browse everything, change nothing.
In practice: full visibility without edit rights - and you can tell the client exactly that.
Review & record verdicts
Filter each cycle's questions, see answers facility by facility with history and guidance, accept or reject evidence, record Met / Partial / Not Met.
In practice: the review IS the record, ready for next year's team.
Let the engines sweep
AI compliance scans per requirement, plus 5-axis emissions data quality with worst offenders ranked and explained in plain English.
In practice: start from a ranked list, not a blank sampling plan.
What Your Team Actually Sees
The four working views of an engagement - shown with illustrative data.
Built for the Way Consultancies Actually Work
Multi-Client Portfolio Dashboard
Every client as a live card: disclosure completeness, open cycles, deadlines within 30 days, overdue work, risk counts and AI usage - with portfolio rollups and client search.
Read-Only Client Drill-In
Enter any overseen client instance in one click. A server-side write guard backs the read-only view - browse everything, edit nothing.
Disclosure Review Workbench
Filterable question lists per open cycle, an auditor side panel with per-facility answers, cross-cycle history and guidance, and formal Met / Partial / Not Met verdicts per requirement.
Evidence Accept / Reject / Request
Review each question's documents and extracted facts. Accept, reject with a mandatory reason, or request missing evidence - every decision visible to the client in their own workflow.
Internal vs Client-Visible Comments
Comment on any question with a per-comment toggle: internal (your team only) or shared (appears in the client's own annotation thread). Resolve and reopen as work completes.
Emissions Data Quality (DQR)
Every emission log scored on the 5-axis PEF/pedigree framework. Worst offenders ranked by impact with plain-English reasons, group drill-down, review statuses and year-on-year variance charts.
AI Compliance Assessment
One scan across every open requirement: deterministic checks establish whether it is answered and evidenced, then an AI pass - grounded only in the client's own policies, risks and actions on the platform - writes a for-and-against narrative that names the sections and items it relies on, with a verdict and confidence. Checks you can switch on or off per client, and a one-click handoff into the auditor panel to record the human verdict. AI advises; your team decides.
On the roadmap - shaped with our partner consultancies
Building your practice on ESG:ONE means a seat at that table.
See Your Practice Running on ESG:ONE
A 30-minute partner demo: the portfolio console, a live client drill-in, the review workflow and both scan engines - on realistic data. Partner pricing follows within 24 hours.
Book a Partner DemoConsultant Management, Answered
Who is Consultant Management for?
ESG consultancies, sustainability advisers and audit-adjacent teams who manage multiple client companies. Your clients run their ESG data and reporting on ESG:ONE; your practice oversees, reviews and assures that work from a dedicated console.
Can consultants change client data?
No. Oversight mode is read-only, backed by a server-side write guard - editing client data is blocked by the platform, not just hidden in the interface. The console's own review actions (comments, verdicts, evidence decisions) are the only writes consultants make.
Can my clients see our internal comments?
Only if you choose. Every comment carries a visibility toggle: internal comments are visible to your team only and are kept out of all client-facing views; shared comments appear in the client's own annotation thread on the exact question they relate to.
What does the emissions data quality scan actually check?
Every emission log is scored on the five pedigree axes used in PEF-style assessment - reliability, completeness, technological match, timeliness and geography - with method floors and red flags for weak single axes. Results roll up into groups ranked by emissions impact times quality deficit, each with a plain-English reason, so your team reviews the records that matter most first.
How does the AI compliance scan avoid making things up?
The AI layer is grounded exclusively in the client's own platform evidence - their policies, risks, actions and answers - and the narrative names the sections and items it relies on. Deterministic checks set the baseline verdict, the AI argues for and against, and the final verdict is always recorded by a human through the auditor panel.
How is Consultant Management priced?
Partner pricing depends on the size of your client portfolio and how your clients license the platform. Book a partner demo and we will follow up with a tailored quote within 24 hours.
Related
The ESG:ONE Platform
The full operating system your clients report on - CSRD, ISSB and GRI reporting, Scope 1-3 emissions, materiality and financial impact.
Learn moreAudit Trail & Governance
Complete traceability for every data point, calculation and disclosure - the backbone that makes consultant review defensible.
Learn moreESG Data Management
Centralised, validated ESG data with automated collection workflows - the data foundation your reviews sit on.
Learn morePut Your Whole Practice on One Console
Portfolio oversight, defensible reviews, AI-assisted assurance - and clients who can see exactly what they are paying you for.