View-only access
Review training and compliance records and supporting evidence without changing them.
SkillProof Consultancy for HR, training and compliance consultancies
Manage client training and compliance records in one portfolio.
See overdue records, missing evidence and upcoming renewals across your portfolio. Open only client workspaces that have granted access to your named Consultancy users.
No shared passwords. No need to become the client owner.
14-day free trial. No card required.
Then £99 per month or £990 per year if you continue.
Client-owned workspaces
Each client retains ownership of its workspace, subscription, training and compliance records, and internal users.
Named Consultancy users
The client approves the named consultancy users and chooses the access level each person receives.
Client-controlled permissions
Access is split by permission type and approved per client.
Immediate revocation
A client owner can narrow or remove consultancy access without asking the consultant to surrender a password.
See what needs attention without opening every client.
Use the portfolio summary to prioritise client work, then switch into an approved workspace when action is needed.
Who it is for
For HR, training, health and safety, and compliance consultancies that manage workforce records across several client organisations.
Prioritise what needs attention
See overdue records, missing evidence and upcoming renewals, then open the approved client workspace where action is needed.
Keep every client independent
Each client retains control of its own workspace, subscription, records and internal users. Consultancy access and services remain separate.
SkillProof Consultancy is not a way to take ownership of a client account or access client records without approval.
One portfolio across clients
Review the position across connected client organisations without maintaining a separate consultancy spreadsheet or sharing client passwords.
Portfolio overview
- Overdue records
- Missing evidence
- Records due for renewal
- Client plan
- Connection status
- Granted access level
Portfolio indicators provide an overview across connected clients. Individual staff records remain inside the relevant client workspace.
Every client stays in control.
A client does not give up ownership when it works with a consultancy through SkillProof.
How a client connection works from the first client.
You can open a client workspace only while both subscriptions are active and that client has approved your individual access. The same client-controlled process applies to every connection.
Request a connection
The consultancy requests access to a client organisation.
The client reviews the request
The client decides whether to connect its workspace.
The client chooses the users and access
The client approves the named Consultancy users and the access level each person receives.
Approved users can open the workspace
Each approved consultant can work only within the access granted by that client.
Records management
Add or update permitted training and compliance records and evidence within the scope approved by the client.
Consultancy users cannot become the client owner, change the client’s subscription or billing, or approve their own access.
- The client owns its workspace, subscription and data.
- The client approves each named Consultancy user.
- The client chooses the access granted.
- The client can narrow or remove access.
- No passwords need to be shared.
- The client keeps its workspace if the consultancy relationship ends.
Inside an approved client
Support the records the client has asked you to manage.
The available work depends on the client plan, the areas its Owner approves and whether your named user receives view-only or records-management access.
Training and Learning
Support role requirements, internal Learning outcomes, Sessions and reviewed external completion records.
Policies and evidence
Work with controlled policies, evidence requests, reviewed documents and Training Evidence Vault records within the approved scope.
Registrations and development
Support professional records, CPD, reviews and competence workflows where the client plan and granted access allow them.
Actions and reports
Review current exceptions and prepare permission-scoped reports without combining client organisations or taking ownership of their records.
A consultant sees this kind of client record only after the client approves the named user and relevant access area.
Consultancy pricing
Who pays for what.
Your Consultancy subscription pays for the portfolio tools your team uses across approved clients. Each client separately owns and pays for its own SkillProof workspace and plan.
The Consultancy pays
For the multi-client portfolio, Consultancy users and switching between approved client workspaces.
Each client pays
For its own SkillProof workspace, chosen plan, training and compliance records, evidence and internal staff access. The client remains the account owner.
SkillProof Consultancy
Connect up to five client organisations
£99per month
or £990 billed annually after the 14-day trial
- Three Consultancy users
- Portfolio dashboard across approved clients
- Fast switching between approved clients
- Client-controlled access
Additional client connections cost £15 per month or £150 per year each. Every connected client requires its own active SkillProof subscription. You will see and confirm any additional client-connection charge before it is applied.
Start free 14-day trial
14-day free trial. No card required.
Interested in referring organisations instead?
SkillProof Consultancy is a paid product for approved, ongoing client work. The separate SkillProof Partner Programme rewards qualifying referrals under the Partner Agreement. A business may use both, but these are separate products and agreements.
Questions about Consultancy.
Answers on consultancy access, billing and referrals.
Does every connected client need its own SkillProof subscription?
Yes. Every client owns and subscribes to its own SkillProof workspace and chooses the plan suitable for its organisation. The Consultancy subscription pays for the separate multi-client portfolio and does not include client subscriptions.
Why do both the consultancy and the client pay?
The client pays for its own workspace, training and compliance records, evidence, users and plan. The consultancy pays for the portfolio tools it uses to oversee approved work across several clients. These are separate products, and the client remains in control of its workspace and data.
Can an existing SkillProof customer connect to a consultancy?
Yes. An existing customer can approve a connection and grant access to named consultancy users without transferring ownership of its workspace.
Can a Consultancy customer earn 20% referral commission?
Yes, where the consultancy registered and introduced a qualifying new customer under the separate Partner Agreement. The client pays SkillProof's normal price, and SkillProof pays the commission. Access and referral attribution are separate: connecting to or managing an existing client does not itself qualify as a referral.
Who controls the client’s records, and can a client remove consultancy access?
The client retains control of its SkillProof workspace, subscription and records. Consultancy access is delegated by the client, and a client can narrow or remove the access granted to its Consultancy users.
What happens if the Consultancy subscription ends?
The consultancy loses access to its portfolio and connected client workspaces. Each client keeps its own SkillProof workspace, subscription and records.
What happens if a client changes consultancy?
The client can remove the previous consultancy’s access and approve access for a new consultancy without transferring ownership of its workspace.
Does SkillProof guarantee legal compliance?
No. SkillProof helps organisations manage training and compliance records, evidence, dates and configured requirements, but does not determine which legal or regulatory requirements apply.
Prefer to talk it through?
See the portfolio and the client approval steps with our team before you start.
Book a demoCreate a Consultancy workspace.Connect clients when they approve.
Every client keeps ownership of its workspace, subscription and records. Client records remain hidden until the client approves access for your named Consultancy users.
14-day free trial. No card required.