Client screening

Client Screening for Contractors

Contractors have had to rely on instinct for too long. Client Bureau gives business owners a structured way to check a client, review moderated public context, save searches, watch profiles, and document the project before risk grows.

Check a client Create free account

Core action

Search dossier

Use Client Bureau before committing crews, labor, materials, custom orders, scheduling, deposits, or extended payment terms.

Approved public summaries

Private identifier matching

Saved searches and watchlists

Before work

Check

Check client context before committing time, labor, materials, or deposits.

During work

Document

Use contracts, change orders, evidence, and project records.

After work

Resolve

Track reports, response context, recovery workflows, and updates.

Privacy

Protected

Private identifiers and raw evidence stay out of public pages.

Next best step

Use this when: check before the job.

Use Client Bureau before committing crews, labor, materials, custom orders, scheduling, deposits, or extended payment terms.

A new client requests a quote, contract, appointment, or deposit arrangement.

You want to review payment-risk signals and positive experience context before saying yes.

You need to save a search, monitor a client, or document your own project experience.

Check a client Create free account

When to use this

Built for practical contractor decisions.

A new client requests a quote, contract, appointment, or deposit arrangement.

You want to review payment-risk signals and positive experience context before saying yes.

You need to save a search, monitor a client, or document your own project experience.

Workflow

The clean path from risk to record.

Check by name, business, city, state, or private matching context.

Review approved public profiles, rating context, evidence-on-file labels, and response status.

Save the search, add the client to your watchlist, or create a private project file.

Use contracts, evidence, recovery, and report tools if the project moves forward.

Public pages show only approved summaries and non-sensitive identity fields.

Phone and email matching stays private and is never displayed publicly.

Clients have response, dispute, correction, and resolution paths.

Launch-ready guardrails

Useful business tools, careful public records.

Every Client Bureau workflow should help contractors make cleaner decisions without turning a dispute, template, or service case into unsupported public claims.

Private by default

Contracts, evidence, job records, contact details, and service notes stay account-only unless approved public summaries are created.

Moderated before publishing

Public profile context should be factual, response-aware, and approved before it reaches searchable profile pages.

No outcome guarantees

Templates and services support documentation and workflow; they do not guarantee payment, legal outcome, lien priority, or enforceability.

Plain-English guardrails

Use Client Bureau to organize records and decisions, not to publish unsupported claims.

Keep contracts, evidence, job notes, contact details, and service records private unless a moderated summary is approved.

Use attorney or qualified professional review where legal rights, lien deadlines, or enforceability may matter.

Keep client response, correction, dispute, and resolution paths available.

Related Client Bureau tools

Keep the next step close.

Browse resources

Client directoryBrowse approved public profiles by state and city.Recent reportsReview recently published public report context.Rating methodologyUnderstand score factors, confidence, and limits.

Questions contractors ask

What is client screening for contractors?

It is a pre-job review process where contractors check approved client profile context, reported experiences, response information, and private match signals before accepting work.

Can I check by phone or email?

Yes, but raw phone numbers and emails should be used only as private matching signals. Client Bureau does not display those identifiers publicly.

What if there is no profile yet?

You can save the search, watch the client, create a private project file, or submit a documented client experience after a real contractor-client interaction.

Ready to protect the next job?

Check the client first, then document the work with Client Bureau.

Use client checks, reports, contracts, evidence, and response-aware workflows to make better business decisions.

Check a Client Report a Client Experience