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How it works

Getting started with ToptalExpert

Set up your company profile, add a billing method, post a project, and launch work with a clear weekly workflow.

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A quick operational overview.

CategoryHow it works

Part of the client workflow collection.

Best used forGetting started and policy flow

Review the steps here, then continue in the app.

ToptalExpert is built to help clients hire freelancers, track work, and manage billing from one place. The easiest way to start is to prepare your company details first, then move from project setup to hiring and ongoing delivery.

Before you post a project

  • Complete your company profile with your company name, short description, and website URL.
  • Add a billing method before you start hiring so contracts and payments can move forward without delays.
  • Prepare the basics of your project: scope, budget, target timeline, and the skills you want to hire for.

How hiring begins

  1. Create a project posting that explains the work, expected outcomes, budget range, and timeline.
  2. Review incoming proposals or invite freelancers directly from the freelancer directory.
  3. Shortlist candidates, message them to clarify details, and schedule interviews in your preferred communication channel.

How to set up the working relationship

  1. Agree on deliverables, communication cadence, and any reporting expectations before the contract starts.
  2. Set an hourly rate and weekly limit that match the project scope.
  3. Introduce freelancers to the right team members so they have context, owners, and access to the information they need.

How projects stay on track

  1. Use the dashboard to review project activity, tracked hours, offers, and reports.
  2. Keep regular communication with freelancers and review work frequently instead of waiting until the end of the project.
  3. Approve hours and invoices on the weekly billing cycle so payments continue smoothly.
Good practice

The best projects define expectations early, review progress often, and keep billing details in sync before the first invoice is issued.

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