Requesting Project Completion
When all deliverables have been submitted and all payments have been approved, experts request engagement completion by clicking “Request Engagement Complete” at the top right of the workspace. Clients will receive a notification of the request to complete the engagement, and will be prompted to login and review the request.
Submitting Project Summary
When the project has been marked complete by the client, login to Catalant to submit a project summary. This will allow the client to have a record of the final deliverables in the workspace. The project summary includes a brief description of the work completed as part of the project and the option to upload key deliverables. Experts are also prompted to submit feedback for Catalant and describe their experience using the platform.
Leaving Client Feedback
After marking submitting the project summary, experts are asked to submit feedback for the client. The feedback requested includes a 5 star rating on the client’s clarity, adherence to scope and responsiveness, and the option for the expert to provide additional comments about their experience working with the client.
Experts can also indicate whether they would work with the client again (note: this information is not visible to clients).