Client rooms, so you stop guessing where a role stands.
One page per role for the clients who want one. The pipeline, the CVs and the paperwork in one place, and you can see what they actually looked at.
A client room is a single page for one role, shared with the client. It holds the pipeline, the candidate documents and the terms of business, and lets a client request an interview or ask a question without starting an email thread. For the recruiter it shows what the client has opened and how often, so following up is based on something rather than on a guess.
What it is
A live role generates forty emails and none of them tell you very much. You sent the shortlist on Tuesday and heard nothing, and you cannot tell whether it was read, skimmed, forwarded to a panel or never opened, so you follow up in the dark and hope the timing is right. A client room does not fix email. It gives you the thing email never had, which is knowing what happened after you pressed send, alongside the candidate documents in one place for the client. A room covers one role, and a client hub gathers that client's rooms together.
What the client sees
The pipeline for their role, by stage, so they can see where every candidate stands. The candidate documents, in your format. The terms of business and anything else agreed, in one place rather than in a thread from March. A way to request an interview or ask a question without writing an email.
They see the role, not your desk. Nothing internal is in a room.
How it works
The room is the role
One page per role, created with the role. Not a separate thing to set up and keep in step with the pipeline.
The client sees where it stands, without asking
Stages, candidates and documents on one page. The status update they would have emailed you for is already there.
They act instead of replying
Requesting an interview or asking about a candidate happens on the room and lands against that candidate, rather than in a thread you have to file afterwards.
If the client replies by email instead, that lands on the role too. Nobody has to be trained onto a new system for the record to stay whole.
You see what they engaged with
Which CV was opened, how many times, and which candidate they came back to. Following up stops being a guess about timing.
This is what your client sees. Your fees, your notes and your other clients are not in it.
What it means on the desk
You chase the client who has not opened it, not the one who has read it twice.
The terms of business are not in an email from March.
A client running three roles with you asks for fewer updates, not more.
Where it fits
Client-ready CVs. The documents that sit in the room, in your own format.
Everything on a role. The recruiter's side of the same role, with everything a client never sees.
Many offices, one system. Who on your team can see and work a given client.
Common questions
Some will, some will not. The clients who do are usually the ones already running several roles with you, where one page saves the most back and forth. Nothing breaks if a client never opens the room. The pipeline, the documents and the record sit on the role either way, so your side of the work is unaffected.
No, none of that. A room covers one role. Fees, margins, internal notes and any other client or role are excluded, and there is no route from a room to anything else in your workspace. What a client opens is the pipeline for their role, the candidate documents you shared and the paperwork agreed with them.
Yes, they do. The room is an agency system and the client knows whose it is. What is recorded is which documents were opened and how often, which is the same thing any shared document tells you. Nothing about the client's own inbox, systems or activity elsewhere is visible to you.
No account is required. A room opens from the link you send, so a hiring manager can read the shortlist without setting anything up first. Where a client wants named access for several people, that is arranged per client, and the plain link keeps working for the clients who never ask for it.
Yes, one per role. The room is created with the role rather than set up separately, so there is nothing to keep in step with the pipeline. You decide which rooms to share. An unshared room simply sits with the role until you send the link, or until you never do.
Yes, several people can. A hiring manager can pass the link to an interview panel or to procurement, and the room stays one page for all of them. Engagement is recorded against the document rather than against a person, so you see that a CV was opened four times, not who opened it.
Yes, it still works. A reply to your email lands on the role alongside everything held in the room, so the record stays whole. The client is never required to open the room, and you do not lose the thread by sending them one.