4 Simple Steps

Step One: Post a Project

Clients have the ability to post a project on our platform, triggering notifications to advisors that a new opportunity is available for them to consider.

Step Two: Receive Proposals and Hire an Advisor

Advisors respond to project postings by submitting proposals, which detail their pricing and include an introductory statement outlining their approach to assist the client.

Throughout this stage, clients have the opportunity to communicate with advisors, share documents, and arrange an initial call for further discussion.

Upon finding a proposal and an advisor that meets their needs, clients can approve the proposal, thereby enabling the advisor to commence work on the assignment.

Step Three: Work Together

During the ongoing project, both the client and the advisor have the capability to engage in continuous messaging, as well as the exchange and sharing of documents with each other.

Share Documents

Step Four: Complete Project

Upon completion of the project, the advisor can mark it as finished, allowing the client to evaluate the work done. The client is given a 72-hour window to either approve or reject the submitted project. Based on the initial proposal details, the client has the option to request revisions or additional updates. Once the client is content with the outcome, they can confirm the project as successfully completed.