For consulting firms
As a consultant, you often wear many hats — client meetings, time management, documentation, and billing. CO3 helps organize the background processes so you can focus on what truly matters: delivering value.
Manage your cases, documents, time tracking, and finances from a single platform — quickly, accurately, and transparently.
A portfolio that exists beyond paper
CO3 allows you to create detailed project sheets for every engagement: client, tasks, project value, status, participant information — all in one place. Use project types and statuses, and visualize your portfolio in Gantt or Kanban views.
Each project can have assigned task lists, documents, and schedules — so you always know what is happening, where, and who is responsible.
Dedicated document repository for every project
Centralized document management. Each project has its own secure workspace where you can store, organize, and manage files safely and efficiently.
Easily attach shared files from O365 or Google Documents — any edits made in external file managers are instantly updated within CO3. Documents can be linked to partners, projects, or events and arranged in a transparent folder structure, so everything is always at hand.
On-site e-signature. CO3 enables legally valid electronic signatures directly on the platform — as soon as an agreement is reached.
Registered documents can be filed, assigned statuses and deadlines, and linked to responsible team members. You’ll always know which proposal, contract, or checklist is due — and who’s working on it. No more forgotten agreements or misplaced spreadsheets.
Simplified financial processes
Fully adaptable to your specific needs. Invoice clients based on fixed fees or tracked working hours. Accept deposits or partial payments — CO3 seamlessly adapts to your business model.
Professional invoicing. The system automatically generates and sends invoices to clients instantly — no manual work required.
Accurate and flexible time tracking
Link your time records directly to cases. Track working hours from your laptop or mobile device — whether in the office or in court. Time entries are automatically reflected in billing, giving you a precise view of each case’s profitability and efficiency.
One system to rule them all
Amazing employees deserve amazing software.
And because they get a lovable tool for telecommuting.
