How it works
4 easy steps
Step one: Post a project
A client can post a project on our platform which alerts advisors that a new opportunity is available for them to consider.
Step two: Receive proposals and hire an advisor
Advisors then send proposals to the client outlining their fees and including an initial statement describing their strategy as how to best assist the client and their project. During this phase, clients can engage with advisors through messaging, document sharing, and scheduling initial calls for in-depth discussions. Once satisfied with a proposal and advisor, the client can then accept the proposal and hire the advisor.
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.
Step four: Complete the 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.
Step one: Post a project
A client can post a project on our platform which alerts advisors that a new opportunity is available for them to consider.
Step two: Receive proposals and hire an advisor
Advisors then send proposals to the client outlining their fees and including an initial statement describing their strategy as how to best assist the client and their project. During this phase, clients can engage with advisors through messaging, document sharing, and scheduling initial calls for in-depth discussions. Once satisfied with a proposal and advisor, the client can then accept the proposal and hire the advisor.
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.
Step four: Complete the 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.
Step one: Post a project
A client can post a project on our platform which alerts advisors that a new opportunity is available for them to consider.
Step two: Receive proposals and hire an advisor
Advisors then send proposals to the client outlining their fees and including an initial statement describing their strategy as how to best assist the client and their project. During this phase, clients can engage with advisors through messaging, document sharing, and scheduling initial calls for in-depth discussions. Once satisfied with a proposal and advisor, the client can then accept the proposal and hire the advisor.
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.
Step four: Complete the 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.