What information can I share with clients?

The Cad Crowd platform is convenient for finding job contracts and managing client collaboration.

Please follow Cad Crowd’s terms of service when communicating on the platform.


🚀 In this article


Sharing contact information

All communication must be sent through the Cad Crowd platform, and sharing contact information is only permitted with a contract buyout with the Direct Hire Program or Managed Services. Please get in touch with our support team before sharing any contact information if your client wants to request the Direct Hire Program service.

Rules for communicating with clients

Keep in mind that asking for or providing contact information on the platform is prohibited according to the terms of service. This restriction applies to profiles, proposals, job listings, and work invites.

Communication tools:

  • Chat: Read our article to learn how to send messages on Cad Crowd.
  • Zoom/calls: See this article to learn about making Zoom calls with Cad Crowd.

Please note the following when communicating with clients:

  • Contests/job contracts: No direct contact information (i.e., phone number, email, Zoom, Skype, social media accounts, etc.) can be shared with clients, and all work must be submitted through the Cad Crowd platform.
  • Managed services: The exception is when a client hires with our managed services or pays for the Hire Direct Program.

Share your portfolio

Work portfolios help clients get insights into your abilities and allow you to exhibit your expertise.

By presenting previous work, portfolios enable clients to view tangible demonstrations of your competencies. A portfolio should be distinct from a listing of prior employment, a resume, a curriculum vitae, or a LinkedIn profile.

Read our help articles to learn about sharing your work, and visit the upload page to add your portfolio. Your portfolio uploads will also be visible on the 3D models & CAD library.

Contact information is prohibited in work portfolios, and discussions must happen on the platform.

📡 Remember: Only share work on Cad Crowd if you have permission from your past clients or own the intellectual property.

Why do we review messages on Cad Crowd?

Cad Crowd cares about the safety and experience of our clients and experts, which is why we closely monitor how our users communicate with one another.

Under our privacy policy and terms of service, we may review, scan, or analyze messages on Cad Crowd for a variety of reasons:

  • Offering customer service for clients and experts
  • Identifying data risks to our users
  • Regulatory compliance
  • Investigating fraud
  • Implementing terms of service compliance
  • Analytics and data research
  • Improving our services

To protect against online fraud and ensure the safety of our users, you must use the Cad Crowd chat messages to communicate and make payments. Communication or making payments outside Cad Crowd can expose you to fraud, intellectual property theft, and confidentiality risks. Using the Cad Crowd message thread, you can help us better protect you against fraud.

By hiring and paying on Cad Crowd, you can access our secure payment system, 24/7 client support, and a Billing Security guarantee.

We may occasionally prevent specific messages from being sent and suggest or require the removal of a particular text in certain situations. The rules can occur when we detect words or numbers that contain contact information, references to other websites, or external links.

We understand the importance of safety but also respect your privacy. We will never use the information from reviewing, scanning, or analyzing messages to send you third-party marketing messages or sell the data.

Questions and answers

âš¡ Are there exceptions to sharing contact information?

In two instances, individuals might exchange their personal contact details for a job contract:

  • Legal documents: In the event that users need to exchange or gather data that could contain contact details, such as for legal reasons like non-disclosure agreements or IP (intellectual property) assignment contracts.
  • Login/FTP access: In cases where experts must supply their email addresses to access a system or file library necessary to complete the work.

Under these circumstances, the sharing of contact details is allowed; however, all correspondence must continue to occur through Cad Crowd.

📡 Note: The platform automatically removes contact information and flags messages for spam. Please contact the support team before sharing contact information to ensure the spam prevention system whitelists your message.


âš¡ How should I respond if a client or expert requests my contact details?

If a client or expert inquires about your contact details, be aware that this violates Cad Crowd’s Terms of Service. Politely inform the inquiring party that sharing such information is prohibited and that you must adhere to the platform’s rules.


âš¡ Is it permissible to incorporate my contact details in the resume that I submit?

No. As stated earlier, contact details are not allowed. Ensure you remove contact information and website links from your resume before sharing it with a client.


âš¡ Can I add contact information to my shared portfolio?

Contact information isn’t allowed in user portfolios. It is essential to inform your client that all correspondence must occur through Cad Crowd.

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