MyConsultant module
Client and project management for ISO consultants.
MyConsultant is the Aegis module built for ISO consultants and consulting firms. Manage multi-standard projects, generate professional documents with AI, organize documentation per clause and deliver to your client with integrated online payment — all from a single platform.
Preview
A clean interface, built for everyday consulting work.
A real-time KPI dashboard and an AI Assistant always one click away: two tools designed to save you hours every week.
Operations dashboard
Active projects, clients, overdue deadlines and uploaded documents at a glance, with global search and featured projects.
Built-in AI Assistant
Your copilot: walks you through every section and answers on clients, projects, suppliers, documents and ISO standards with verifiable citations.
Features
AI Assistant with citations
ChatGPT-style AI chat, automatically trained on licensed ISO standards, partner guidelines and all your clients, projects and documents. Answers with verifiable citations [#1], [#2]… included in the module.
Template Marketplace
Dozens of ready-to-use professional templates (IMS manuals, risk assessments, HACCP plans, audit minutes…) versioned and verified by the Aegis team at €15 per template, one-shot unlock and permanent access. You can also create proprietary templates from the editor at €30, with dynamic placeholders, your firm's branding and AI-assisted filling.
Multi-standard ISO projects
Create and track projects for ISO 9001, 14001, 27001, HACCP and more. KPI dashboard, deadline alerts and real-time progress tracking.
Intelligent document generation
The AI generates confidentiality statements, final reports, maintenance plans, training records, IMS manuals and much more, starting from a knowledge base built on official ISO licenses and partner-developed guidelines. Precise, contextual, hallucination-free documentation.
Per-clause document organization
Automatic filing into client folders split by ISO clause (4–10), with centralized management of all project documentation.
Integrated analysis & planning
Dedicated modules for risk analysis, processes, org chart, environmental aspects, operational controls, training and nonconformities, all inside the project.
Document delivery with payment
Secure document sharing with clients via protected links, with optional online payment (Stripe) or free delivery, directly from the project.
Secure, GDPR-compliant cloud
Cloud storage on EU servers for sensitive client data, always at hand, GDPR-compliant and built around the security of your work.
ISO standards
The module always includes ISO 9001 in the base price. During the 7-day free trial only ISO 9001 is active: this lets you thoroughly evaluate the platform against the most widely adopted standard and understand the module's potential before extending it. After the trial you can activate additional standards (ISO 14001, ISO 45001, ISO 27001 and more) at €10/month each, at any time from the Billing area and with no lock-in.
Method
How to work with MyConsultant.
A step-by-step operating guide for setting up your first project: site visit, client configuration, AI document generation and final customization.
Who it's for
Built for firms of 1 to 30 people that manage recurring client portfolios and need traceability of the work performed — not a shared spreadsheet.