For consultants
Run provider selections for your clients — in one workspace.
Payments advisors, fintech consultancies, licensing specialists and fractional leaders use Finlane to work inside the client's sourcing record without taking ownership of it.
You are a consultant when you support the selection while the client owns the project, RFP and provider relationship.
Client projects
Client A · BaaS + Card issuing
Organisation
Client B · KYC
Project
Client C · FX
Single RFP
Illustrative example.
Built for advisory work
Who works as a consultant on Finlane
Licensing and regulatory specialists
Fractional CTOs, CPOs and heads of payments
Procurement and sourcing consultancies
System integrators preparing a provider shortlist
Access by engagement
Pick the access that matches the work
Retained advisor: Organisation access for a sourcing programme over time.
Defined programme: Project access for one initiative, such as a card launch.
Specialist review: Single-RFP access for one category or selection.
Invite consultant
Email address
Organisation
Project
Single RFP
This invitation covers: Card programme
Illustrative example.
A clearer handover
Why work here instead of spreadsheets
| Spreadsheets and email | Finlane |
|---|---|
| Copies of the brief in inboxes | One brief, one owner |
| Every provider answers differently | Same requirements, comparable answers |
| Access by forwarding | Access by scope, revocable |
| Handover as attachments | Handover as a structured record |
From start to handover
How it works for you
Create
Review
Match
Accept
Respond
Compare
Illustrative example.
- 01
Set up your firm
Complete the consultant workspace with your firm details so client invitations and active engagements have a clear home.
- 02
Accept scoped access
A buyer invites you by email to their organisation, a project or an individual RFP. The invitation shows exactly what it covers before acceptance.
- 03
Work in the client's context
Open the projects and RFPs shared with you, continue eligible AI conversations, edit briefs and create client-owned RFPs where access allows.
- 04
Support the live process
Review admin status, read submitted provider responses, inspect requirement coverage and participate in the buyer side of RFP conversations.
- 05
Leave a complete record
The client retains ownership of the project, RFP, responses and files. Access can be revoked without transferring or duplicating the sourcing record.
What you get
One structured workspace
Client-centred workspace
Your dashboard is organised by client and shows only the organisations, projects and RFPs shared with you.
Three access scopes
A buyer can provide organisation-wide, project-level or individual-RFP access, then remove it when the engagement changes.
Learn moreShared RFP tools
Use the same guided editor and AI RFP builder as the buyer while working on the client's draft and preserving client ownership.
Comparable response review
Read submitted responses with requirement coverage, notes, contact information, evidence, links and downloadable attachments.
Messages and activity
Work from the client-side RFP conversation and follow relevant workspace notifications and recent activity.
No provider-side disclosure
Consultant involvement is not exposed to providers; providers interact with the buyer side of the RFP rather than becoming project members.
The client stays in control.
A consultant can create and edit work only within accepted access. The client owns the record, and removing access closes the consultant's view without changing the RFP owner.
Understand projects and accessBuyer or consultant?
| Aspect | Buyer | Consultant |
|---|---|---|
| Role | The organisation sourcing and contracting the provider | An advisor supporting that organisation |
| Ownership | Owns its projects, conversations and RFPs | Works inside client-owned records |
| Access | Invites and removes consultants | Sees only accepted access scopes |
| Creating work | Creates projects and RFPs for its organisation | Creates client-owned projects or RFPs only where access permits |
| Provider responses | Reads submitted responses to its RFPs | Reads submitted responses only within granted scope |
| Provider relationship | Contracts and completes due diligence | Supports evaluation and handover for the client |
The same person can hold more than one Finlane role, but each workspace keeps its permissions and client context separate.
Useful details
Frequently asked questions
How does a client add me?
The buyer sends an email invitation covering its organisation, a project or one RFP. You can accept or decline from the consultant workspace.
Can I see all of a client's RFPs?
Only with accepted organisation-wide access. Project and RFP access remains limited to those named targets.
Can I create an RFP for a client?
Yes, when organisation or project access covers the work. The resulting RFP is owned by the client, not by your consultant account.
Can I use the AI RFP advisor?
Yes. Consultants use the shared builder in the client's context. Owner-only actions remain with the buyer.
Can providers see that a consultant is involved?
No. Providers are not project members and consultant involvement is not disclosed on the provider side.
What happens when access is revoked?
The consultant loses the revoked scope. The client's projects, RFPs, responses and history remain with the client.
Run the next selection inside your client's record
Create your consultant workspace, accept a client invitation and work from one structured sourcing process.