Client portal for recruitment firms and staffing agencies
Your clients want to follow their searches without calling their consultant: candidates presented, interviews scheduled, contracts and timesheets. The portal exposes their slice of the ATS, live, and each client sees only their own assignments.
In your day-to-day
- 01
Tracking of open searches: candidates presented, interview status, feedback pending.
- 02
Clients download assignment contracts, timesheets and invoices themselves, no email ping-pong.
- 03
Temp timesheet approval directly in the portal, fed into your invoicing.
How it works
- 1
Plugged into your tools, not a second entry
The portal reads live from your project-management tool, your CRM, your invoicing. Your team works as before; the client sees their slice, always current.
- 2
Approval built in
The client approves deliverables directly in the portal — an entire email thread disappears per revision round. Every approval is dated and traced.
- 3
Access walled by construction
Each client account reaches only its own projects and documents — never a neighbour’s. Minimal rights, every view logged: compliant by design, not by patch.
Typical results
-80%
“where is my project?” emails, typical order of magnitude
24/7
clients check on their own, whenever suits them
4-6 wks
to a first useful version in production
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Does the client see candidates anonymised or by name?+
Your choice, per process stage: anonymised profiles at presentation, full files after your validation. The portal applies the rule systematically.
Can one client see another’s assignments?+
Never: per-account walls are built in from design — each client reaches only their assignments and documents, and every view is logged.
Will my clients actually use it?+
Yes — if the portal answers the question they already ask by email. That is why we start with the one screen that would delete the most emails this month, put it in a few clients’ hands, and only widen on observed usage.
How is this different from giving clients access to my project tool?+
Your internal tool shows everything: internal notes, margins, other clients. The portal exposes a chosen slice, mostly read-only, dressed for someone who is not your employee. It is the difference between opening your office and opening a waiting room.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
Get my free diagnostic