Client uploads
Source files, scoring sheets, evaluator notes, proposal drafts, grant records, public records, and timeline context can move into one controlled workspace.
MyLichen
One private workspace for files, findings, and next moves.
Active clients receive a secure MyLichen workspace invite before sensitive documents move. The workspace is built for public bid, grant, funding, and partnership work where the source record matters.
How it works
A simple client portal promise that can be backed up.
MyLichen now runs on Connect by Onsharp, linked to Lichen's HubSpot CRM, so client records, documents, tickets, and delivery status can stay organized without turning email into the system of record.
Lichen results
Briefs, repair plans, pursuit maps, readiness trackers, and analysis results can be returned to the same place instead of disappearing into email threads.
Decision record
Each engagement keeps the next action, owner, deadline, and source-file status visible enough for a team to act after the review.
Working boundary
What clients should expect.
Keep the promise operational and plain: secure intake, organized delivery, and a place to return for results.
Before files move
Lichen confirms the engagement, opens the workspace, and sends the appropriate portal invite before sensitive source files move.
During the review
Source materials and delivery artifacts stay grouped by project so the team can trace findings back to the record.
After delivery
Results, next-step trackers, and supporting documents can be uploaded to the workspace.
Make the call before the market does.
Bring your next decision to Lichen.