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Counsel

Devis, contrats, factures Factur-X, paiement en ligne.

The post-closing phase. Quote, contract, e-signature, Factur-X compliant invoice, online card payment. All signed and traced.

Create my workspace

Free plan. 60 seconds. No CC required.

What it does for you

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).

How it works

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 (default), auto (cron), milestone (per-milestone client validation). Per-contract toggle.

Workspace templates

Each workspace owns its quote and contract templates. Variables resolved on issuance.

Connected to

crmTout part d'une fiche CRMworkbenchLe contrat crée un projet et des tâches WorkbenchprogrammeSi offre = accompagnement, le membre est onboardé dans Programme

Try Counsel in Freelance OS.

Free plan, no card. Test the module in real conditions.

Create my workspace

Free plan. 60 seconds. No CC required.