The Easy Way to Hire a Genealogist

Your dashboard gives you a quick overview of recent client messages and pending projects, plus some useful statistics.
From the dashboard you can jump directly to a specific message or project, or view your full inbox or project list with a single click.
Using the links in the Dashboard menu, you can also access pages that let you edit your provider profile and account settings.

You'll probably want to get started right away building your Provider Profile. We've broken the process down into a guided series of small steps to get you up and running quickly.
You can see how your page will look to clients by clicking the "View Your Profile" button. Then click your browser's "Back" button to continue work on your profile.
To modify your profile later on, just select "Profile" from the menu at the top of the dashboard.

Click "Account" from the Dashboard menu to modify your registration, contact, and payment settings, or to select the email notifications you want to receive from us.
The "Registration Info" tab is where you'll go to update your e-mail address or password.
The "Provider Plan" page lets you adjust your provider subscription and payment data.
"Payout Account" is where you'll go to set up your checking account so we can transfer your clients' payments to you.

Here you'll see a list of the projects you're currently working on for clients and their status. Click on a project to bring up its detailed tracking page.
You can filter the list to show just projects waiting on a client response or just projects waiting on you by clicking on the corresponding tabs.
You can also archive projects from the list when they're complete.
To switch to a list of projects for which you're the client, use the "Switch to As-client Projects" button.

When a client sends a research request to you, we create a private project tracking page that's accessible only to you and your client.
Tracking pages bring together project-related requests, proposals, reports, invoices and payments in one easy-to-manage place.
Corresponding with your clients via the Messages tab ensures an easy-to-follow record of project-related conversations.
You'll upload reports and document images to the tracking page for convenient delivery to the client.

Genlighten offers you a simple, secure messaging system for communicating with your clients. You'll use this instead of email to keep all project-related correspondence in one place.
Your Inbox lists each message thread with the most recent ones at the top. Click on a message thread to view the entire conversation or to add a new reply.
Use the search box to search for messages by client name or keyword.