Expert network · Solutions

Clear screening rules, so you can speak with confidence

Every expert conversation should be useful and appropriate. We screen experts before they reach you, record their agreement to clear terms and give you control over the rules that apply to your project.

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Screened before every project

Experts confirm their current situation and obligations each time they are considered, not just once when they first join.

Consent on record

Experts agree to confidentiality and participation terms in writing before any call or session.

Your rules, applied

You can add exclusions, restricted topics and approval steps that our team follows on every booking.

How we screen experts

Screening starts when a recruiter first approaches a candidate and is repeated for each new project. We ask experts to confirm details that affect whether they can take part:

Current employer and role, and whether their employer's policies allow paid consultations.
Conflicts of interest, such as a current relationship with a company named in your brief.
Confidentiality obligations that would limit what they can discuss.
Restricted status, for example public officials or people involved in a live transaction.

If any answer raises a question, the expert is either excluded or referred to you for a decision before a call is booked.

Confidentiality and consent

Before taking part, experts agree to terms that set out what is expected of them. In plain language, they confirm that they will not share confidential information belonging to a current or former employer or any third party, and that they will not discuss anything they are not free to discuss.

They also agree to keep the content of the conversation confidential. Where a recording or transcript is planned, we ask for separate consent to that. Personal data about experts is kept to what is needed to run the project and pay them, and handled in line with data protection rules.

Experts can decline a question or end a call at any time if they feel a topic goes beyond what they can discuss.

What you control

Many organisations have their own policies for expert work. We build those into each project so they are applied consistently by our recruiters and account managers.

Exclusion lists of companies, roles or individuals you do not want to speak to.
Former employee rules, such as a minimum time since leaving a company.
Topic restrictions that are shared with experts before the call.
Approval steps, for example sign-off by your compliance team before a booking is confirmed.

We keep a record of the checks made for each expert, so you can answer internal questions quickly.

How it works

From brief to insight.

One project manager, local recruiters in each market and a compliance check for every expert.

Agree your rules

We capture your exclusions, restrictions and approval steps at the start.

Day 1

Screen each expert

Experts confirm their employer, conflicts and obligations for the project.

Before each booking

Record consent

Experts accept confidentiality and participation terms in writing.

Before each call

Keep the record

Screening answers and approvals are stored for your reference.

Ongoing

Questions

Do you allow calls with current employees of a company we are researching?

Not where the purpose is to discuss that company's confidential matters. Current employees may speak about their wider industry in general terms if their employer's policies allow it and no conflict applies.

Can our compliance team approve experts before calls?

Yes. We can add an approval step so no call is confirmed until your team has reviewed the expert's profile and screening answers.

What if an expert's situation changes during a project?

Experts are asked to tell us about any change, and we re-screen them before further bookings. If the change creates a conflict, we stop further calls and let you know.

Solutions

Related pages.

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