Client intake
Confirm scope, invite the client, and set the requirements and due dates for the engagement.
Product
One workspace for onboarding and the monthly cycle
Cohesio replaces the scattered email threads, shared drives and reminder texts firms use to collect what a client owes them — with one workspace both sides actually open.
Three stages, one flow
Every engagement moves through the same shape
New-client onboarding and a monthly document pack are the same underlying workflow — only the requirements differ.
Document collection
The client submits documents and answers from their phone or laptop; nothing is lost to an email thread.
Review & handoff
Staff review evidence, resolve exceptions, and confirm completion before the reviewed export goes out.
How the pieces fit
The building blocks behind the workflow
A short glossary of the concepts you'll see across the workspace.
- Client
- A client record in your firm's register, with a history of every engagement you've run for them.
- Engagement
- A scoped unit of work — new-client onboarding, or a month's document pack — started from a versioned template so nothing is built from scratch twice.
- Requirement
- A specific document or answer the engagement needs, with instructions and a due date the client can see.
- Submission & evidence
- What the client uploads or answers becomes a submission. AI reads supported files and proposes candidate evidence with a source document and page reference.
- Exception
- A mismatch, a missing item, or something that needs a human judgment call — routed to staff, never silently resolved.
- Handoff
- Completion requires every required item to be accepted or knowingly waived, and every required task done. The result is an export: the original files plus a decision record.
Recurring by design
The next month drafts itself from the last one
Once a month is handed off, Cohesio prepares a new draft engagement from the same template — old evidence never counts twice, and nothing has to be rebuilt from scratch.
See the workflow end to end
Cohesio is pre-beta. Join the preview waitlist to follow progress and help shape the bookkeeping workflow before the invited beta opens.