Counsel
The post-closing phase. Quote, contract, e-signature, Factur-X compliant invoice, online card payment. All signed and traced.
Overview
Counsel handles the commercial cycle on the freelancer side. Once a prospect says yes in closing, you issue a quote from their CRM page. The quote becomes a contract via e-signature, the invoice comes out in compliant Factur-X format, and card payment is embedded in the page.
You can pick three billing modes: manual (you issue each invoice), auto (the invoice fires on signature or delivery date), milestone (per-milestone invoice with client validation).
Multi-currency. Multi-VAT mode (FR, EU, non-EU, reverse-charge, micro exemption).
What the module does
Quote
Markdown editor. Line items, net price, VAT, computed totals. Live preview. Email send with a public signable link.
Contract
Generated from a workspace template. Variables {{client_name}}, {{day_rate}}, {{start_date}}. E-signature with timestamp and IP. eIDAS compliant (AES advanced signature on the roadmap for QES qualified).
Factur-X invoice
EU mandatory format 2026. Visual PDF + embedded CII XML. BASIC level shipped. Strict PDF/A-3 and PDP on roadmap for full FR compliance.
Online payment
Payment on the invoice page. Card, SEPA, Apple Pay. Status flips to paid automatically. Manual refund available.
Multi-mode
Manual by default, automatic or per milestone with client validation. Your choice, contract by contract.
Workspace templates
Each workspace owns its quote and contract templates. Variables resolved on issuance.
How to use it
- 01
Close
Prospect says yes on the call. You go back to /crm/contacts/[id].
- 02
Quote
Click "Issue quote". Pick the template, fill in the variables.
- 03
Send
The quote goes out by email with a public link. Prospect signs online.
- 04
Contract
After signature, the contract is generated and signed by both parties.
- 05
Invoice
Depending on the mode, the invoice fires immediately or on date. Factur-X format.
- 06
Payment
The client pays by card on the invoice page. The status updates.