No lengthy contracts, no per-contractor logins to juggle. Here's exactly what happens at each stage, and a real-world walkthrough of how it plays out for a typical engagement.
Start with a discovery callWe start with a short call to understand the work you need covered — the tasks themselves, the tools involved, expected volume, and the hours you need overlap with. There's no obligation at this stage; it's purely scoping.
Based on the call, we propose the role(s), skill level, and hourly rate for each resource. Rates flex depending on complexity and experience required — you approve the scope and rate before anything moves forward.
We match candidates from our vetted pool — background-checked and screened for the specific skill set — rather than posting an open job and waiting on applications. Every worker signs an NDA before onboarding begins.
The worker's schedule is set to overlap your business hours, and they're onboarded into whatever tools you already use — your CRM, helpdesk, or accounting software. You assign the access level; nothing more is granted.
We manage performance and scheduling day to day, so you don't have to. If a resource isn't the right fit within the first 30 days, we replace them at no extra cost. At month end, every resource and every hour rolls into one consolidated invoice.
The client's ops manager describes a backlog of vendor invoices and a need for someone to process them daily, overlapping 9am–5pm Eastern. We scope it as a part-time billing & invoicing role, roughly 20 hours/week.
We send a rate and scope summary the next day. The client approves by email — no signed multi-page contract required to get started.
A worker with AP/AR experience is matched from our vetted pool and signs an NDA covering the client's financial data and tools.
The worker is set up with limited, view-and-process-only access to the client's accounting software, and their schedule is fixed to the agreed overlap hours.
We confirm with the client that the invoice backlog is clearing at the expected pace and adjust hours slightly if needed — still within the original 30-day window.
The client receives a single invoice covering that month's hours for the AP resource. No separate contractor billing, no payroll paperwork on their end.
Tell us what work you need covered and we'll come back with a staffing plan and rate range within one business day.