From client brief to presented shortlist

Create the client — in Clients (Companies)

Add Company, validate their VAT via VIES if you have it, done. The company record anchors everything that follows.

Create the mandate — in Jobs

Add Job: role title, the client you just created, salary range (typed naturally, parsed automatically), fee type. The mandate lands in Open on the board.

Run the search — in SourcerPro

Write the brief the way the client said it. Review the drafted Ideal Candidate Profile — dealbreakers under must-have — and approve. Five to eight minutes later you have a screened, ranked shortlist with a market read.

Reveal and import the keepers — still in SourcerPro

Mark Yes/Maybe/No as you read. For the profiles you’ll actually contact: Reveal email (1 data credit, only if found), then Import — the candidate lands in your ATS with employer record attached.

Stage the candidates — in the job's Pipeline

Open the mandate, pull your imports from the pool onto the pipeline, and place them on the stage that’s true — usually Screening until you’ve spoken, Shortlist when they’re client-ready.

Present — in the job's Portal tab

Create the portal workspace, + Add exactly the candidates you want the client to see, set Anonymize Names if there’s no contract yet, and Copy Link.

The client reviews — no login, no PDF

They approve and decline on the branded page; you watch the counters and the feedback in the portal tab, and move approved candidates to Interview on the pipeline.