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A client meeting about a longlist lives or dies on one question: can the client see, at a glance, who fits and why. The portal answers it three ways — a career block on every candidate row, a criteria table in your own words, and decision options that match how reviews actually go.

Control what the client sees — per job

Every job’s Portal tab has a Presentation & Criteria panel. Each block of the candidate page is a switch: career history, documents, the criteria table, match score, skills chart, your notes, contact details. What you switch off is enforced server-side — it never reaches the client’s browser.
Presentation and criteria panel with visibility toggles and criteria list

Presentation & Criteria: visibility switches and the job's criteria

The career block

Each candidate row in the client’s list carries the last positions — period, company (with its logo where one is known), and role — the way a classic presentation report reads. The client compares careers side by side without opening a single profile. It follows the Career history switch, so one click hides it for engagements where less is more.

Criteria in your words

Add up to six criteria per job — “Fluent German”, “Has led an audit team”, whatever this search turns on. For every candidate you set yes / no / open per criterion; the client sees the same table, candidate by candidate, and each verdict can carry a short reason written for their eyes. An honest question mark builds more trust than a silent guess — “open” is a first-class answer.

Suggest with AI — with proof

Suggest with AI reads each candidate’s profile — work history, summary, your recruiter notes — and pre-fills the table like a junior recruiter would:
  • Where the profile states it outright, the suggestion quotes the exact sentence.
  • Where an experienced recruiter would conclude it — someone based in Düsseldorf is not close to Hamburg — it says so and shows its reasoning.
  • Where there is no basis, it stays quiet and tells you why.
Every suggestion is a draft until you confirm it. Nothing the AI writes reaches your client without your click, and hovering any suggested cell shows its evidence.

Decisions beyond yes and no

Clients don’t just approve and decline — they park people. Besides Approve and Decline, the portal offers On hold and Waiting. Parked candidates stay in the client’s “To Review” list with a visible badge, every decision can be undone, and all of it lands back in your pipeline view the moment it happens.
Candidates can join the portal automatically: once a candidate reaches a presentation stage in your pipeline (Longlist or Shortlist by default — configurable under Tenant Admin → Client Portal), they appear in the job’s portal without a second add. See Sharing a shortlist.