Client Guide for Project Management and Onboarding
Get started in 4 steps
Go from sign-up to your first hire in minutes.
Create your account
Sign up with email or SSO. Your account is secured with Clerk authentication and supports team invites.
Post your first project
Describe what you need in plain language. Our AI scoping tool estimates budget, timeline, and recommends the right skills.
Review matched talent
Get AI-ranked developer matches scored across skills, availability, rate, and reviews. Browse profiles and past work.
Hire and track milestones
Approve proposals, fund milestones via Stripe escrow, review deliverables, and release payments as work completes.
Platform guide
Navigate your dashboard, manage projects, and communicate with your team.
Dashboard
Overview of active projects, pending approvals, recent activity, and spend tracking — all in one place.
Project Management
Create projects, set requirements, manage milestones, and track progress from draft through completion.
Order Tracking
View all orders, filter by status, download invoices, and manage billing contacts per project.
Messaging
Communicate with developers directly on contract threads. Share files, discuss deliverables, and keep a clear audit trail.
Notifications
Get notified when milestones are submitted, proposals arrive, or action is needed on your projects.
Account Settings
Manage your profile, team members, API keys, notification preferences, and connected integrations.
Security & trust
Your data and payments are protected at every step. We use industry-standard security practices and trusted third-party providers.
- Clerk-powered authentication with SSO support
- Stripe escrow for milestone-based payments
- API keys with granular read/write scopes
- All data encrypted in transit (TLS 1.3)
- Role-based access control for team accounts
- Audit logs for all account activity
Payment protection
Funds are held in Stripe escrow until you approve each milestone delivery. You stay in control.
If a deliverable doesn't meet requirements, request a revision or escalate to our dispute resolution team.
Download PDF invoices from your orders page. Manage billing contacts and payment methods in settings.