Have Questions? We’ve Got Answers.
Whether you’re exploring our platform for the first time or already working with us, this page covers the most common questions about features, setup, security, and support. If you don’t see what you’re looking for, feel free to reach out — we’re here to help.
1.What is this platform designed for?
Our platform is purpose-built for expert network companies. It helps manage expert sourcing, project workflows, scheduling, compliance, messaging, and invoicing — all in one place.
2.Can we migrate from our current system?
Yes! We offer full support for onboarding and migration. Whether you’re using spreadsheets, another platform, or a custom tool, we’ll help you transfer your data seamlessly.
3.Do you offer white-labeling?
Absolutely. You can fully brand the platform — including portals, email templates, and domain — to reflect your company’s identity.
4.Is the platform secure and compliant?
Yes. We follow industry-standard security practices and offer built-in compliance tools like NDA automation, vetting logs, and audit trails for peace of mind.
5.Can experts and clients access their own portals?
Yes. Both experts and clients have intuitive, mobile-friendly portals to manage their interviews, schedules, documents, and messages.
6.What integrations are supported?
We support calendar, and email integrations — and can also accommodate custom integrations based on your workflow.
7.Is this platform suitable for small expert networks?
Definitely. Our platform is scalable — ideal for boutique firms as well as large networks with global operations.
8.What kind of support do you provide?
We offer email and live chat support, along with onboarding assistance, documentation, and regular updates based on customer feedback.
9.How long does onboarding take?
Onboarding typically takes 1–2 weeks depending on your current setup and team size. We’ll guide you through each step and offer personalized support.