Client Portal to Work with Freelancers

Control your freelancers' work, no matter who they are: designers, authors, coders, social media marketers, translators, etc. Work together in a transparent and flexible system.
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For companies which regularly interact with customers and partners, we offer Client Portal as a safer and more convenient solution for files and document sharing, as opposed to sending e-mails or sharing files via public "drives". Powered by SharePoint Online, this solution allows you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Send updates and review materials quickly and with confidence
Send updates and review materials quickly and with confidence
Get at real time extranet chat (one to one or group channels
Get at real time extranet chat (one to one or group channels)
Make time tracking and control freelancers with Integrated Billing
Make time tracking and control freelancers with Integrated Billing
Rank contractors by reliability, skills, responsiveness, staffing, and other features​
Rank contractors by reliability, skills, responsiveness, staffing, and other features
Simplify and streamline your payment process through automated financial workflows and approval processes​
Simplify and streamline your payment process through automated financial workflows and approval processes
Managing time and pipeline of freelancers services​
Managing time and pipeline of freelancers services
Centralized storage and a quick search of all files, data and materials you will need for work
Centralized storage and a quick search of all files, data and materials you will need for work
Centralized storage and a quick search of all files, data and materials you will need for work
Prevent leakage of confidential information
Maintain and manage all your freelancers from a single window​
Maintain and manage all your freelancers from a single window
HOW DOES IT WORK FOR EVERYONE?
Why using Client Portal is secure?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
Why is Client Portal so convenient?
All documents and files to cooperate with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when the counterparty shares the files with you.
Versioned documents allow you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal.
Sharing large files is no longer a problem.
Benefits of Client Portal
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Employees can be automatically assigned tasks according to the key date calendar and SLA.
Time and date of sharing a file is indicated on the Client Portal.
You can chat with your conterparty on a Client Portal or in Microsoft Teams, and save correspondence history with the conterparty, including documents and files.
Co-authoring an co-working with Microsoft 365 (ex-Office 365) documents and files saves a lot of time.
HOW DOES IT WORK FOR EVERYONE?
It is a template, each individual case is addressed in accordance with the tasks
CUSTOMER

•Create your freelance community. Make a ranking of freelancers

•Receive, register and rank beneficial offers and control the implementation of outsourcing tasks, their quality and timeliness

•Delineate access to sections of tasks performed in the pipeline

•Quickly inform about the search of freelance outsourcers and tasks

•Be aware of the dynamics of key performance indicators of the outsourcer

•Answer questions to improve the quality of work done by freelancers

•Keep track of applications, customers, equipment, consumables, etc.

•Familiarize the freelancers with the requirements and task data

•Get structured information about each freelancer: conversation, specifications, briefings, UI kits, prototypes, relationship history, etc.

•Simplify and streamline payment process through automated financial workflows and approval processes

•Find information and files fast and easily to get the job done

•Be able to reply to any question to freelancer

•Be able to ask outsourcer a question upon request

•Get reminders to get the job done on time

•Maintain and administer freelancers from a single window

•Create a new request for outsource






FREELANCER
•Find information and files fast and easily

•Get structured information about each order: conversation history, specifications, briefings, UI kits, prototypes, relationship history, etc.

•Requests about the issues forwarded directly to the purchasing or logistic department

•Reply to a new request

•Easy to find and doublecheck information and track the status

•Get reminders to get the job done on time

•Stay updated about the customers' activities to increase outcome

•Find out news in the corresponding field








•Trade secret data protection

•Commercial secrets data protection

•Corporate information data protection






IT ON CUSTOMER SIDE
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Developed on Microsoft SharePoint Online and Microsoft 365 platforms
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