Client Bureau -
The contractor business protection platform

The missing client bureau for businesses that do the work first.

Client Bureau brings client checks, moderated public profiles, contracts, evidence, payment recovery, lien-service workflow, and mobile tools into one serious operating system.

Client Bureau mobile field app visual showing Check a Client, daily actions, reports, contracts, and lien service tools.

Platform doctrine

Search, document, protect.

Every workflow helps a contractor or service business make a cleaner decision before risk becomes expensive.

Check a Client first
Job-stage tools
Secure mobile session

Primary action

Check first

Check before labor, materials, scheduling, deposits, or final terms.

Public records

Moderated

Profiles show approved summaries and response context, not private files.

Private tools

End to end

Contracts, evidence, recovery, lien service, and alerts stay in the business workspace.

Audience

Contractors

Built for trade businesses, service companies, subs, and professional operators.

How business owners use it

One workflow from lead screening to payment protection.

The platform is organized by the same order contractors live through: before the job, during the job, and after an issue.

01

Check the client

Check before you take the job. Review approved public context, private-match guidance, positive signals, disputes, and response status.

Check a Client
02

Set the terms

Create a contract packet, define scope, document payment terms, and send a signing link before scheduling or buying materials.

Explore contracts
03

Document the job

Store private evidence, reports, project context, change orders, and completion records while the work is still fresh.

Open evidence vault
04

Watch and monitor

Save searches and watch profiles so changes, public updates, and response context do not get missed before the next job.

Watch clients
05

Recover or escalate

If payment stalls, open a private recovery case or Florida lien-service workflow with records, status, and audit-ready next actions.

Recovery service

Trust and fairness

Serious enough for public records. Careful enough for real disputes.

Client Bureau should feel authoritative without becoming inflammatory. Public pages use cautious language, right-of-response paths, and private-data rules.

Public profiles only show admin-approved summaries and safe public fields.
Raw phone numbers, emails, street addresses, storage paths, private files, and admin notes stay private.
Positive reports, resolved outcomes, response rights, and dispute context are part of the record.
Contracts, evidence, recovery cases, lien cases, and watchlist notes are private business workflows.

Contractors and service businesses

Use Client Bureau before accepting jobs, assigning crew time, ordering materials, or extending payment trust.

Subcontractors and trade partners

Document experiences with contractors, project operators, payment chains, retainage context, and trade-specific records.

Clients with a response or correction

Submit a response, dispute, correction request, or resolution update through moderated fairness workflows.

First move

Run the check.

A new visitor should understand Client Bureau in one action: search the client before the job starts.

Client Bureau

Check the client before the job gets expensive.

Check public context, preserve private records, and use the right workflow before the next project creates avoidable risk.