Every search, in plain view.
You always know where your search stands, who can see it, and what you owe.
What you see, and what you decide, at each step.
- 01
Kickoff
We confirm the mandate, scorecard and timeline together. You review and approve the job description before outreach begins.
- 02
Market mapping & sourcing
We map the market and approach candidates. You see progress notes, not raw activity counts.
- 03
Screening
We interview and assess against the agreed scorecard. Only qualified candidates move forward.
- 04
Slate presented
You receive a slate with written assessments and Resumes, ready to review in one place.
- 05
Client interviews
You mark each candidate interview, maybe later or pass, and leave notes. We coordinate the schedule.
- 06
Offer
We help shape and close the offer, keeping both sides aligned on terms and timing.
- 07
Placed
The search closes. Your retainer is credited against the placement fee on the final invoice.
One screen for decisions, progress and billing.
What needs you comes first. Each search shows its stage, what's next and when you'll hear from us. You can also request a new search from the portal, and our team confirms scope before it opens.
Approve the job description for Director, Interconnection →
Review 2 candidates for VP, Power Development →
Client interviews
5 of 6
Panel interviews
Friday
Candidate A
Candidates and job descriptions
- Approve the job description or request changes, with every version kept.
- Mark each candidate interview, maybe later or pass.
- Each reviewer's feedback reaches your recruiter right away.
Visible only to the right people
- Confidential searches open only to people named on them.
- Our internal notes stay with our team.
- Resumes are stored privately and opened through short-lived secure links.
Billing without surprises
- Your retainer is credited to the placement fee.
- One ledger shows credits, payments and balance.
- Open invoices can be paid online, and status updates as payment processes.
- Multi-role and annual engagements receive discounted terms, confirmed in writing.
Finance sees invoices. Hiring managers see candidates.
SeesEvery search shared with your company, candidates, job descriptions, invoices and team access.
CanInvite and remove colleagues, change roles, approve job descriptions, review candidates, pay invoices.
SeesInvoices, payments, credits and balances.
CanPay invoices and download records. Candidate details stay out of view unless also a member of the search.
SeesThe searches they are invited to, with candidates and job descriptions.
CanReview candidates, leave feedback and approve job descriptions. No access to billing.
Before you're invited.
How do we get access to the portal?
Once a search is retained, we invite the people you name by email. Each person signs in with their own account, so access history stays clear.
Can we add colleagues later?
Yes. Any company admin can invite colleagues and assign the admin, billing or member role. Every company always keeps at least one admin.
Can our finance team see invoices without candidate details?
Yes. The billing role shows invoices, payments and balances without opening candidate assessments or notes.
How are confidential searches handled?
A confidential search is visible only to the specific people named on it, even inside your own company. Resumes are stored privately and opened through secure, short-lived links.
How does the retainer appear on our invoices?
Retainer payments are recorded on your ledger and credited against the placement fee, so the final invoice shows the balance owed after credit.
Can we pay online?
Yes. Open invoices can be paid from the portal, and status updates as payments process. Paid, cancelled and refunded invoices stay on record.
Can we request another search from the portal?
Yes. Admins and members can send a new search request with the role, location, timeline and scope. Our team reviews it, replies in the portal, and opens the search once scope and terms are confirmed.
What happens if a search is paused?
The search is marked on hold, with the reason noted. Candidates and history are kept so the search can resume without starting over.
Does it work on a phone?
Yes. Reviewing candidates, approving a job description and paying an invoice all work on a phone.