Client and work management for law, accounting and consulting firms
In professional services you sell time and expertise. Scattered client details, open matters, meetings and invoices eat into that time. CoSuite puts client cards, work, bookings and quotes-to-invoices in one account, so the office knows who is working on what.
The daily problems of law and consulting offices
Law firm, accounting practice or consultancy: as the client list grows, keeping track gets harder and small slips start to cost trust.
- Client details, correspondence and documents spread across places
- Not knowing who holds which open matter and its deadline
- Meeting requests lost between calls and messages
- Service quotes and invoices prepared separately
- Noticing overdue clients too late
How the recommended modules work in your office
Customers keeps people and company cards, tags and segments, and the account balance. Each client's bookings, invoices and messages appear on one card.
In Projects and tasks you split each matter or engagement into stages and assign tasks to the team. Support requests from clients are closed in the same place, and you follow the project budget.
Booking and reservations schedules meetings by staff member; clients pick a free slot on the online booking page and get an SMS or WhatsApp reminder. With Quotes and e-Invoicing you send a PDF service quote and turn it into an invoice in one click once approved.
Quotes, invoices and payments in one place
An approved quote becomes an invoice, and the invoice becomes a collection to follow up; the balance on the client card stays up to date. In Turkey, e-Invoices and e-Archive documents go straight to the tax authority.
You decide who in the office sees what: start with ready-made roles and open actions like viewing balances or exporting through separate permissions. Each business's data is kept apart and every change is logged.
Recommended modules
Pick this industry and these modules come pre-selected; remove what you don't need, add what you do.
Can I track client matters as projects?
Yes. In Projects and tasks you split each piece of work into stages and assign it to the team; the kanban view shows which matter is at which stage. Client requests are handled as support tickets in the same place.
Can clients choose their own meeting time?
Yes. The online booking page in Booking and reservations shows available slots, and an SMS or WhatsApp reminder goes out before the meeting.
Can everyone see sensitive information?
No. You set the permissions; actions like viewing balances or exporting are granted separately. Each business's data is kept apart and changes are logged.
I run a small practice. Is it still a fit?
Yes. Working alone, choose sole trader; with a team, choose SME. Team modules are priced by headcount, and you can drop any module you don't need.
When you're ready, so are we.
Join early access and we'll set things up together.