Professional Advisor overview

Your role as an advisor

When your firm is engaged to support an opportunity — for example on financial, legal, technical, or transaction advisory work — you work from the Professional Advisor portal to record your deliverables and track your fee milestones.

What you'll do

• Record deliverables as your engagement progresses.
• Track fee milestones associated with your engagement.
• Keep supporting documentation available for the government team you're working with.

See "Professional Advisor deliverables and fees" for more detail on how fee milestones work.