Regulatory Affairs Service Hub — FAQ
Getting Started
1. How do I create an account? Click the Register button on the sign-in page and choose your account type. Clients can start submitting requests immediately after confirming their email address. Consultants go through an approval process — after confirming your email, your profile will be reviewed by the platform administrator before you can receive invitations to quote.
2. I registered but cannot access my portal. What should I check? First, check your inbox for a confirmation email and click the link inside it — your account is not active until your email is confirmed. If you are a consultant, your account also needs to be approved by the administrator after confirmation. If you have confirmed your email and are still unable to access the portal, contact support.
3. I forgot my password. How do I reset it? On the sign-in page, click “Reset it here” below the sign-in form. You will receive a password reset link by email. If you do not receive it within a few minutes, check your spam folder.
For Clients
4. How do I submit a request for regulatory affairs services? Log in to your client portal and click “New Request” from your sidebar menu. Describe your project, select your target specialties and countries, and attach any relevant documents. Once submitted, the platform will match your request with suitable consultants and invite them to quote.
5. How are consultants selected for my request? The platform automatically matches and invites consultants based on their specialties, countries of expertise, and availability. You may also browse the consultant directory and invite specific consultants yourself, subject to the platform’s invite limit per request.
6. I have received multiple quotes. How do I compare and respond? Go to your request in the client portal and open the “Quotes Received” section. Each quote is displayed in a table showing the consultant, amount, and submission date. Click “Respond” on any quote to accept it, request a revised quote, or decline it. You can add a note with your response.
7. What happens after I accept a quote? Once you accept a quote, a deposit payment is required to begin the consultation. You will see a payment button in your portal. After the deposit is paid, the consultation phase begins and you can communicate with your consultant directly through the portal’s messaging system.
8. How do I make a payment? Payment buttons appear in your portal at the relevant stages — deposit when a quote is accepted, and final balance when deliverables are submitted. Click the payment button and complete checkout. You will be returned to your request page automatically once payment is confirmed.
9. How will I know when my deliverables are ready? You will receive an email notification when your consultant submits the deliverables. Log in to your portal, open your request, and go to the “Delivered” section to review and download the files.
For Consultants
10. How does the quoting process work? When a client request matches your profile, you will receive an email invitation with a link to the request. Log in to your consultant portal to review the request details, ask the client any clarifying questions through the pre-quote discussion, and submit your quote including your fee and any supporting documents.
11. Can I submit a PDF quote document? Yes. From the quoting section of your portal, you can generate a professional PDF quote document from your quote details. This PDF includes your company logo (if uploaded to your profile), the client’s request details, your fee breakdown, and your terms and conditions. You can attach it to your quote submission.
12. How do I set up payouts for my earnings? Go to your profile in the consultant portal and scroll to the Payment Options section. You can connect your Stripe account via Stripe Connect for automatic split payments, or provide your bank details for manual bank transfer. Your choice of payout method must be set before a client accepts your quote.
13. What is the platform commission and how is it calculated? The platform deducts a commission from each payment received. The commission rate and structure are set by the platform administrator. Your commission statement, which is emailed to you and available to download from your portal, shows the gross client payment, the platform commission deducted, and the estimated net amount payable to you.
14. Why does my commission statement say “estimated” net amount? The net amount shown on your commission statement is calculated after the platform commission but before Stripe’s payment processing fees. Stripe’s fees vary depending on the card type, currency, and your account settings, and are deducted directly by Stripe when the funds are transferred to your account. Your commission statement shows an estimated Stripe fee deduction to help you reconcile, but please verify the exact amount received in your Stripe Dashboard.
15. How do I communicate with the client during the consultation? Once the deposit is paid and the consultation is underway, use the Consultation discussion thread in your portal to exchange messages and files with the client. Both parties receive email notifications when a new message is posted.
16. How do I submit my deliverables to the client? When your work is complete, go to the request in your portal, scroll to the deliverables section, upload your files, add an optional completion note, and click “Upload & mark delivered.” The client will be notified by email immediately.
Payments & Documents
17. What documents are generated after a payment? Two documents are automatically generated after each payment: a payment receipt sent to the client, and a commission statement sent to the consultant. Both are also stored in the platform and can be downloaded from the portal at any time.
18. I used Stripe Connect but I am not seeing funds in my Stripe account. What should I check? First, confirm your Stripe Connect account is showing as “Ready” in your consultant profile — if it shows a mismatch or connection issue, use the Reconnect button. If your account shows as connected and ready but funds are not arriving, check your Stripe Dashboard for any payout holds or identity verification requirements on your Stripe account.
Support
19. How do I contact support? Use the “Submit Support Ticket” on your portal menu to open a support ticket. Describe your issue and attach any relevant screenshots or documents. You will receive an email notification when the support team replies, and all correspondence is tracked within the ticket thread in your portal.