Changelog
What is shipping.
Every release, every cohort milestone, every operating note. Updated fortnightly. If a date is missing it is because we shipped quietly that week.
Founding cohort live testing begins.
- ·Wave 1 firms begin live testing on the platform this week.
- ·Founder led onboarding starts with the IP audit phase one workshop.
- ·First three agents target shipped within fourteen days of audit.
Comparison grid against Kantata, BigTime, Scoro, OpenAir.
- ·New /compare page shipping with side by side capability grid.
- ·Updates quarterly. Reflects publicly available capability of each product.
Field Notes library hits 18 articles.
- ·Comparison piece ConsultancyOS vs Kantata vs Mavenlink vs Office plus Notion published.
- ·Retainer led revenue case study published.
- ·Library now spans 14 months of operator level thinking.
Investors expression of interest surface.
- ·Discreet /investors page for sophisticated investors.
- ·Six point selection criteria published.
- ·Founding cohort firms remain the priority. The page exists for optionality.
Profit First module released to internal cohort.
- ·Twice monthly allocation runs.
- ·CAPs versus Actual versus TAPs Instant Assessment chart.
- ·Sanity check against paid invoices minus pass through categories.
- ·Quarterly Profit distribution flow.
Deal Relay v2 with reciprocity metrics.
- ·Reciprocity tracking goes live. Each partner relationship shows balance over the last 90 days.
- ·Introductions logged both ways. Commission ledger ties revenue to source.
White label Client Portal generally available.
- ·Branded per tenant. Logo, colours, welcome message.
- ·Client approvals workflow with full audit log.
- ·Token based external approvals for deliverables, shortlists, submissions, timesheets.
Hardened the workflow engine.
- ·Added BLOCKED_FIELDS list to prevent role and passwordHash modification.
- ·Added ALLOWED_CONTEXT_FIELDS to prevent prototype pollution.
- ·SSRF validation on every webhook URL.
- ·Document MIME allowlist enforced at upload.
Executive Cockpits shipped.
- ·CEO Profit cockpit ties Profit First to top line revenue.
- ·Client Cockpit evaluates client health with digest and recommended action.
- ·Portfolios roll up across engagements for the owner view.
Resource Planning eight week forecast.
- ·Hard, soft, and sales allocation types.
- ·Bench view with utilisation forecast at the team and individual level.
- ·Roll off view shows upcoming gaps before they hit cash.
Xero two way sync.
- ·Invoices push to Xero on send. Contacts sync on create.
- ·Sync logs queryable. Failure investigation tooling shipped.
Recruitment and Contractor lifecycle alpha.
- ·Vacancies, Submissions with Scores, Interviews with Scorecards, Reference Checks.
- ·Placement management with contract lifecycle.
- ·Dedicated Contractor Portal for timesheets, placements, documents.
Health Reports with trends.
- ·Four dimensional health: client, scope, schedule, overall.
- ·Trend lines on every project.
- ·Auto refresh on time entry approval.
Playbook v1 ships.
- ·Playbook with versioned phases.
- ·Process and step capture with media attachments.
- ·Review workflow before publish.
- ·Project spinup from playbook in one click.
Multi tenant isolation audit.
- ·Every query verified for tenant scope.
- ·Indirect models (Task, Milestone, TaskDependency) verified through parent relation.
- ·Audit log enabled on every mutation across all 130 plus models.
Time and Billing release.
- ·Timer plus weekly timesheet.
- ·Hierarchical rate resolution: global, client, project.
- ·Multiple billing models: T&M, fixed price, retainer with rollover, non billable.
- ·Invoice generation from approved time entries.
Project hierarchy v1.
- ·Phases, milestones, tasks with dependencies, subtasks.
- ·Sprints for iterative delivery.
- ·Project baselines locked at kickoff.
Engineering kickoff.
- ·Next.js 16 App Router with React 19.
- ·Prisma 7.5 plus Postgres on Supabase.
- ·Edge security headers in middleware on every request.
- ·Foundation laid for the agent layer to plug in.
ConsultancyOS thesis goes public.
- ·First Field Note published: Run your consultancy like a software company.
- ·Loading Growth coaching network introduced to the operating system thesis.
- ·Initial design partner conversations begin.