How it works
What a project holds
Related RFPs
Keep multiple category briefs under one initiative, such as account infrastructure, card issuing and identity verification for one launch.
AI conversations
Resume in-progress scoping conversations from the project before they become editable RFP drafts.
Response progress
See each RFP's status and the number of submitted provider responses without losing the wider initiative context.
How it works
The buyer remains the owner
Decision helper
Which access should I give?
Several initiatives over time?
Choose Organisation access.
One defined initiative?
Choose Project access.
One selection or category review?
Choose Single RFP access.
Email address
Illustrative example.
How it works
Choose the invitation scope
| Scope | What it covers | Typical use |
|---|---|---|
| Organisation | The client's current and future projects and RFPs | A retained advisor supporting the broader sourcing programme |
| Project | One named initiative and the RFPs and conversations inside it | An advisor working on a defined programme |
| RFP | One individual RFP and its permitted buyer-side workflow | A specialist reviewing one category or selection |
How it works
How consultant access starts
Choose the consultant
The buyer enters the advisor's email address.
Choose access first
Organisation, project and individual-RFP targets are selected before the invitation is sent.
Review and send
The invitation summarises every included target and expires if it is not accepted in time.
Accept in the consultant workspace
The consultant sees the inviting company and covered targets, then chooses whether to accept or decline.
How it works
What an authorised consultant can do
Work on covered RFPs
Open and edit the same client-owned RFP view, including files, links and review feedback.
Continue covered drafts
Use the shared AI builder for a client's eligible conversation and finalise it into a client-owned RFP.
Review submitted responses
Read provider answers, coverage, evidence and contact details only where accepted access applies.
Follow messages and activity
Use the buyer side of permitted RFP conversations and receive consultant-scoped notifications.
How it works
Boundaries that remain in place
No unrelated client data
Project and RFP access does not expand to the rest of the client's organisation.
No ownership transfer
The consultant does not become the owner of projects, RFPs, drafts or responses.
No provider membership
Providers never join projects and do not see which consultant is supporting the buyer.
Revocable access
The buyer can remove a consultant's access while retaining the complete sourcing record.
Examples
Collaboration in practice
Fintech card launch
A fintech adds its payments advisor to one project covering its card launch.
Bank modernisation
A bank gives a sourcing consultancy organisation access across a longer programme.
Specialist review
A licensing specialist reviews one RFP before it is submitted.
How it works
Access that starts with the client
Useful details