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Getting started

Help & resources — the shortest path from account to your first session, on either side.

If you're a consultant

  1. Create an account with your name, credentials, expertise category, and — for legal, medical, or financial categories — a professional license number.
  2. Complete verification before your profile goes live. Identity and credential checks are standard; regulated categories get an actual license lookup against the relevant source. See how verification works.
  3. List real, current availability in your own time zone — ExpertiseGrid is built for clients and consultants who may not share one.
  4. Get discovered by clients searching your specialty.
  5. Meet clients on video, with documents shared in the same session — no separate meeting link, no email attachments.
  6. Get paid automatically through the platform's split-payment system once a session completes.

If you're a client

  1. Browse without an account. Searching by specialty and checking availability never requires signing up.
  2. Book a session in your own time zone, with a consultant whose specialty and availability actually match what you need.
  3. A lighter sign-in step kicks in only when you book or pay — email confirmation plus whatever your card issuer checks. Not the same depth as a consultant's verification, deliberately. See why we verify.
  4. Meet on video and review shared documents in one place, at the scheduled time.
  5. Pay securely through the platform once the session is booked — funds are never held by ExpertiseGrid itself.

Want the trust model in full before you book or list? Why we verify this way →