Client
Choose, engage, and approve in context
Use the marketplace or direct hire path, define the project, review onboarding, and approve delivery against the engagement.
Freelance and project-based work
Connect the project engagement to delivery and payment
Move project-based workers from opportunity or direct hire through delivery, invoice, and payment.
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Operational sequence
Follow the work from first move to final handoff.
Each stage carries the production record forward so the next team begins with the context it needs.
- Post or direct hire
Start from the right sourcing path
Open an opportunity through the marketplace or bring in a known worker through direct hire while preserving the source and client context.
- Engage
Define the project relationship
Connect the freelancer, client, engagement terms, project context, expected delivery, and responsible approvers.
- Onboard
Collect and review readiness
Guide required onboarding and keep completion or exceptions visible to the team responsible for approval.
- Deliver
Keep work and approvals attached
Track delivery against the project engagement and preserve client approval context for the obligations that follow.
- Invoice
Turn approved delivery into a vendor obligation
Connect invoicing to approved work, engagement terms, client review, and the vendor obligations finance must reconcile.
- Pay
Show governed payment status
Move the approved obligation into payment operations and report governed payment status without treating submission as settlement.
The right operational view
Shared context. Clear outcomes for every role.
Freelancer
Follow a clear path from work to payment
Move from opportunity or direct hire through onboarding, delivery, invoice, and visible payment follow-through.
Payroll
Distinguish worker and payment obligations
Review the approved engagement and work context that determines the responsible processing path.
Finance
Reconcile invoices and vendor obligations
Connect approved delivery, invoicing, vendor obligations, and governed payment status to the right client and project.
Evidence in context
See how the work stays connected.
Opportunity and brief
Shape the engagement before work begins
Connect opportunity, creative brief, client, project scope, and engagement context before delivery work starts.
Project delivery
Keep delivery and approval with the engagement
Carry the project context into completed deliverables and client review so approval remains connected to the work that earned it.
Invoice and payment
Follow the obligation through governed closeout
Connect approved delivery, invoice preparation, vendor obligations, and payment status without treating initiated activity as confirmed settlement.
Connected capabilities
Continue through the production system.
A production-sized walkthrough
Walk through your project-based work flow
See how UPP can connect sourcing, engagement, onboarding, delivery, invoicing, and payment operations.