Client Bureau -
Evidence privacy

Evidence Privacy for Contractors

Evidence is powerful because it can clarify what happened, but it must be handled carefully. Client Bureau keeps raw files private while allowing public pages to show limited evidence-on-file labels when a report or profile has been moderated.

Open Evidence VaultReview report policy
Client Bureau evidence vault showing private invoices, photos, contracts, and document review status.

Privacy rule

Evidence Vault

Invoices, contracts, messages, photos, receipts, screenshots, signed packets, and job notes should stay in private workspaces unless reviewed into a public-safe summary.

Private by default
Evidence-on-file summaries
Review status tracking

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: raw files stay private.

Invoices, contracts, messages, photos, receipts, screenshots, signed packets, and job notes should stay in private workspaces unless reviewed into a public-safe summary.

A contractor wants to attach invoices, contracts, messages, and photos to a private job or report.
A report needs evidence confidence without showing raw documents publicly.
An admin needs to review whether a public summary is supported by private documentation.
Open Evidence VaultReview report policy

When to use this

Built for practical contractor decisions.

A contractor wants to attach invoices, contracts, messages, and photos to a private job or report.

A report needs evidence confidence without showing raw documents publicly.

An admin needs to review whether a public summary is supported by private documentation.

Workflow

The clean path from risk to record.

1

Upload or label evidence inside the private workspace.

2

Connect evidence to a report, job, contract, recovery case, or lien service case.

3

Use public-safe evidence labels such as invoice reviewed, contract reviewed, photo reviewed, or messages reviewed.

4

Never publish raw files, storage paths, private contact details, internal notes, or unmoderated evidence.

Public pages can say evidence is on file without showing the evidence file.

Evidence labels should support careful summaries, not inflammatory or unsupported claims.

Admins should redact private identifiers before any public summary is approved.

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
Report policyReview standards for public reports and evidence-supported summaries.Moderation policySee how public content is reviewed before display.Submit a reportSubmit a documented client, contractor, or subcontractor experience for moderation.

Questions contractors ask

What evidence can a contractor store?

Contracts, invoices, receipts, messages, photos, completion proof, change orders, signed packets, payment requests, and timeline notes can be organized privately.

What evidence appears publicly?

Public pages should show only limited labels or moderated summaries. Raw files, private addresses, phone numbers, emails, evidence paths, and internal notes stay private.

Can evidence be used in recovery or lien workflows?

Yes. Evidence can support private payment recovery, Florida lien service review, contracts, jobs, and reports, but legal review may still be needed for legal rights or filings.

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 ClientReport a Client Experience