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.
A typical scenario
A mid-size client runs some thirty of the agency’s temps across three sites every week — and its HR team spends Fridays between timesheets to approve and document requests.
- 01
Monday, 8 AM: the HR director reviews his five open searches — shortlists, this week’s interviews, feedback pending — without calling his consultant.
- 02
Thursday evening, late timesheet approvers get their reminder: Friday’s invoicing no longer goes out with gaps.
- 03
For the quarterly review, the client exports the history of their placements by site and qualification themselves.
What changes
The client relationship shifts from administrative back-and-forth to staffing decisions — and Friday invoicing goes out complete, first time.
Order of magnitude
Working assumptions
- →some thirty document requests and status updates a week handled by account managers
- →5 minutes each, plus 1 hour of timesheet chasing on Thursdays
On the order of 3.5 hours a week returned to account managers (30 × 5 min + 1 h) — and gap-free Friday invoicing, which shows up directly in DSO.
Indicative estimate built on average sector assumptions — it gets recalibrated on your actual volumes during scoping.
What eats your days
- →
Applications arrive by the hundreds — the best profiles are already in process elsewhere by the time a consultant opens the inbox.
- →
Placement invoices and temp timesheet billing get chased after sourcing, always — and outstanding balances swell.
- →
A no-show or a poorly anticipated assignment end is discovered through an angry client call, not by the firm.
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.
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.
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