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How It Works

Create a free Poligage user account in a matter of seconds, and you’ll have access to our experts marketplace to request paid private consultations, purchase digital content and request project bids.

Find Expertise and Content

  • Select one of ten knowledge areas in the Expertise Areas header dropdown menu, or select an Expertise Areas on the homepage, in order to enter the search and filter engine.
  • You’ll see an immediate list of experts who have expertise in that category, and you can adjust your search results by checking boxes for the numerous expertise attributes in the left-hand filter bar in order to find the exact expert or experts you need.
  • Select the Find Content tab to the right of the Find Expertise tab at the top of the search and filter engine in order to access Digital Content that is available for purchase within that Expertise Area.

Request a Consultation

  • Scroll through your search and filter results to view overview information on each expert, and click on View Profile to learn more about each one.
  • When you’re ready to request a consultation, use the Request a Consultation block on the expert’s profile page to select the date and then time you’d like to request. If the date and time you prefer does not show up, check the box Request a Date/Time Not Listed and select the date and time that you would like to request.
  • Click Proceed to advance to the Consultation Request Form. Make sure your information is accurate, and be sure to be as detailed as possible in the Reason for Consultation window. Poligage and/or Poligage Experts may have additional clarifying questions for you if the information provided is not specific enough. Click Continue to Checkout once the form is complete.
  • You’ll review the consultation and related charges on the checkout screen and click Continue to Payment.
  • You will enter your payment information and click on Place Order to complete the consultation request. Please note that you will NOT be charged until 24 hours before the consultation is scheduled once it is confirmed. Poligage’s Stripe payment system will hold this charge in escrow until that time. If the consultation is cancelled, you will not be charged.
  • You will receive a confirmation email from Poligage that the request has been made. Please check your spam folder if it does not appear in your inbox.
  • You will next receive communication via email and/or phone call to finalize your expert consultation request and related details.
  • Your consultation request is also visible in your Poligage Account, which is accessible by clicking on the My Account header and selecting Manage Appointments.
  • If you need to cancel or adjust to a different date or time for this consultation request, you may do so by clicking Manage in the Actions column, and then selecting Change Time or Cancel and following the instructions.

Purchase Digital Content

  • Follow the steps above to Find Expertise and Content.
  • Once you’re on the Find Content tab, you can see all of the Digital Content that is available for purchase within that Expertise Area.
  • You can read a short description of the content and look at a sample if available. Click on the title of the content to learn more, or click Add to Cart if you are ready to purchase.
  • Follow the standard checkout and payment workflow to purchase your digital content using credit card of pre-purchased credits.
  • Once purchased, you will receive an email with the link to your digital content for immediate access and download. Check your spam folder if you don’t see this email within five minutes of purchase.
  • Purchased content will also be accessible in your account, which is accessible by clicking My Account in the header and selecting My Downloadable Products. Click on Download Document under the product name in order to access the content.

Request a Project Bid

  • There are two options for requesting a project bid. The first is to access the Poligage Concierge by clicking on the concierge icon that appears at the bottom right of any Poligage webpage. Fill out the information requested to be contacted by Poligage to learn more about your project needs. You are welcome to include specific Poligage Experts in the How Can We Help You field of the form who you would like to receive bids from, or we can suggest Poligage Experts to you.
  • The second option is to search for Poligage Experts as described above. Poligage Experts who are available for a free 15 minute free project consultation call will show that option in the Available For section of their search result entry in the search and filter engine, and on their profile page. You can then book a free project consultation with them using our consultation request engine. Please note: make sure the 15 minute consultation option is selected in the Select Consultation Type field when using this option, or you will be charged for a 30 or 60 minute consultation. Complete the consultation request as described in Request a Consultation.

Purchase and Use Credits

  • Poligage welcomes users to purchase credits that can be spent down on the Poligage platform. To access these credit packages, click on My Account in the header and select Credits.
  • You will see the credit packages available for purchase (Bronze, Silver, Gold, Platinum, and Diamond). Each package offers 10% bonus credits with each purchase, helping you get even more value out of Poligage.
  • Click the Purchase button for the credits package that you would like to add to your shopping cart. Click on the Shopping Cart icon in the upper right of the page, and click View and Edit Cart to checkout.
  • Once you have purchased your credits package, credit availability and usage will be trackable in the My Account section.
  • When you wish to use your credits, you simply go through the purchasing process described for booking consultations or purchasing digital content. After you Continue to Checkout, click on Use Credits in the Summary section on the right hand side.
  • This click will display how many credits you have available. Click on the box to Use X Credits that corresponds to your purchase amount and the click on Apply Credits. If applied correctly, your new total should be $0. Click on Continue to Payment.
  • There should be no additional payment information required on the final checkout screen. Click on Place Order and your transaction will complete.

Questions? Problems? Please email


  • Video on How to Search and Filter for Expertise
  • Video on How to Request a Consultation
  • Video on How to Request a Project Bid
  • Video on How to Purchase Digital Content
  • Video on How to Purchase and Use Credits
concierge desk

Contact Concierge