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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.

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Plan Free. 60 secondes. Aucune CB.

Ce que ça fait pour toi

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).

Comment ça marche

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.

Connecté à

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

Essaie Counsel dans Freelance OS.

Plan Free, sans carte. Tu testes le module en conditions réelles.

Créer mon workspace

Plan Free. 60 secondes. Aucune CB.