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Client and Consultant Private Chat

Initiate Chat

Once a Consultant has submitted a Proposal, a Client and Consultant can communicate directly, using the Platform Chat tools. Before a Project has been awarded, private chat between Client and Consultant can be initiated only by the Client. This is necessary to protect the Client’s privacy and Platform security. To initiate Chat, Client can click on the Chat Icon (as above) from within the Project Page

Discussion and Negotiation

Client and Consultant can communicate directly using Private Chat. Additional & confidential project details can be shared, NDA’s exchanged, credentials presented, and terms negotiated.

chat widget

Chat Widget and History

After the Client has initiated the Chat, the Consultant and the Client can access the chat via the Chat Widget (as above) on the bottom right corner of the page

Documentation

We recommend that the Client and Consultant sign an Agreement on the agreed scope, deliverables and fees. All documentation attached to Private Chats are private and not visible to other users

Initiate Chat After Project Awarded

Once the Project has been awarded, either of the Client or Consultant can initiate discussion. This can be via the Project Page by clicking the chat icon (as above), if there has been no previous private chat between the two. If there has been previous discussion between the two, the chat can continue privately by selecting the correct thread via the Chat Widget

Updates and Payments

During the Contract Phase, Client and Consultant can use the private chat to provide updates, take or receive feedback, confirm deliverables, and request payments. See project process flow for further details

Do’s and Don’ts