What runs after the placement

Every feature, up close.

The landing page gives you the headlines. This page shows you each one working: the screens your team and your clients actually see, from the first timesheet to the renewal.

Time · Timesheets & approvals

Hours flow from clock-in to invoice without retyping.

Talent clock in and out from their own workspace (it works great on a phone), the week rolls up into a timesheet, and your client approves it in their portal with one click. Approved hours flow straight into pay, monthly statements, and the invoice, and a daily work log shows the client what got done, as it happens.

  • Clock in/out, log a day, or log the whole week at once, phone-friendly
  • Client approves the full week and PTO in their own branded portal
  • Approved hours feed pay, statements, and invoices automatically
  • Daily work log the client can read, so value stays visible
Maya Chen · Week of Jun 22
Intake Coordinator · Acme Co.
Client approved
Mon
8.0
Tue
7.5
Wed
8.0
Thu
8.0
Fri
6.5
Daily log · Wed: Reconciled 3 accounts, cleared the intake queue, prepped Thursday's referral list.
38.0 hrs → pay run, June statement, and invoice INV-0143. Nothing retyped.
Money · Invoicing, AR & budgets

Always know who owes you, and what's left to spend.

Send branded invoices that carry your logo and colors, watch paid and unpaid status roll into aging buckets, and tie every invoice to its SOW or PO budget. One glance answers the three money questions: who owes us, what's overdue, and how much budget is left on each engagement.

  • Branded invoices, saved as real PDFs to send
  • AR aging buckets: current, 1 to 30, 31 to 60, 60 plus
  • SOW/PO budgets with spend-to-date the client also sees
  • Monthly profit view: fees, margins, and run-rate in one number
Invoices & AR
June 2026
KH
INV-0141 · Kestrel & Holm
$4,500 · paid Jun 12
Paid
MW
INV-0142 · Meridian Wellness
$3,200 · due Jun 30
Sent
BS
INV-0139 · Beaumont Strategic
$2,400 · 12 days overdue
Overdue
Current
$7.7k
1–30 days
$2.4k
31–60
$0
Q3 Finance Support (SOW): $7,500 of $20,000 invoiced · 38% of budget used
Compliance · Onboarding, offboarding & 1099

Start clean, end clean, and be ready for tax season.

Every new placement gets your firm's own onboarding checklist: agreements, IDs, and background checks, with secure document storage behind it. Offboarding runs the same way in reverse and gates final pay until it's done. Year-to-date 1099 totals build themselves as you pay, with tax-form tracking per contractor.

  • Onboarding checklists that adapt to the talent's country
  • IDs and documents stored securely on each record
  • Offboarding that gates final pay until every step clears
  • Running 1099 totals and tax-form status per contractor
Onboarding · Theo Cole
RevOps Specialist · starts Jul 14
1 step left
Signed agreementJun 28
Government IDJun 29
Payment detailsJun 29
Client NDAPending
1099 · YTD: $14,300 paid · form on file ✓ · offboarding gates final pay automatically
Retention · Satisfaction & flight risk

Catch the wobble before it becomes a churn.

A monthly pulse goes to every client and every placed talent. Scores land on the record, and anything soft gets flagged: an at-risk account, a flight-risk contractor, a renewal creeping up. You see it weeks before it would have surfaced on its own, while there's still time to fix it.

  • Monthly satisfaction pulses for clients and talent
  • At-risk and flight-risk flags right on the dashboard
  • Renewal reminders before contracts lapse
  • One-click account recaps to send the client monthly
Satisfaction & risk
July pulse · 8 of 10 responded
KH
Kestrel & Holm
"Amara has been fantastic."
5/5
MW
Meridian Wellness
Slower replies · score dropped
At risk
JP
June Park (talent)
Asked about other roles
Flight risk
Renewal: Kestrel & Holm's SOW renews Aug 1 · reminder set, recap drafted
CRM · Clients, talent bench & messaging

Every relationship on one record, nothing lost in email.

Each client gets a full record: contacts, call notes, follow-ups, deals in the pipeline, and every message your firm has exchanged with them, logged where the whole team can see it. Your talent bench works the same way, searchable by skill, so the next role starts with people you already know. Contacts carry the human details too: which office they sit in, birthdays, and a gift list with home shipping addresses ready when the holidays land.

  • Call notes and follow-ups with due dates on every contact
  • A deal pipeline from first call to won
  • Messaging logged on the record, not buried in inboxes
  • Talent bench tagged by skill, searchable in seconds
  • An account owner and recruiter on every record, so follow-ups land on the right person's list
  • A gift list report: everyone to thank, with shipping addresses, in one click
Meridian Wellness
2 placed · SF · $3,200/mo
Deal: Q3 expansion
Call with Dana: happy with Maya, wants a second intake coordinator by August.
Note · Jun 30 · by Patricia
"Can you resend the June statement?" → sent from the record
Message · Jun 27 · logged
Follow up: August hire
Due Jul 10
Due soon
Talent bench: "intake coordinator" → 4 matches, 2 available now
Insight · Reports & command center

Log in and know exactly what needs you today.

The Today view greets you with everything that needs a decision: approvals waiting, invoices going overdue, accounts drifting to at-risk, birthdays worth a note. Reminders know who owns what: client follow-ups go to the account owner, talent touches go to the recruiter, and everyone opens a list that's theirs. Behind it, reports show revenue by client, margin by placement, win and fill rates, and AR aging. And ⌘K search jumps you to any record from anywhere.

  • A Today view that surfaces approvals, overdues, and risks
  • Reminders filtered by person: your list, a teammate's, or the whole team
  • Revenue by client and margin by placement
  • Win rates, fill rates, and AR aging in one place
  • ⌘K search across every client, candidate, and page
🔍 Search clients, talent, invoices…⌘K
$16.6k
Revenue / mo
$9.1k
Margin / mo
$2.4k
AR overdue
2 timesheets awaiting approval
Acme Co. · Harborlight
💸
INV-0139 is 12 days overdue
Beaumont Strategic · $2,400
🎂
June Park's birthday Friday
A small touch goes a long way
RPO · High-volume hiring · part of the Sourcing add-on

Run a client's whole hiring engine, region by region.

When a client hands you their hiring, run it at scale: each market gets its own Submitted → Screened → Interview → Appointed pipeline, and a live scorecard tracks appointments against target across all of them. Bill it the way RPO deserves: a monthly retainer plus a per-appointment fee. Included with the Sourcing add-on.

  • A separate pipeline per region or market
  • Live scorecard: appointments against target
  • Retainer plus per-appointment billing built in
RPO · Juniper Home Health
3 markets · July target: 12 appointments
9 of 12
Dallas
4 appt
Phoenix
3 appt
Tampa
2 appt
DX
Dallas pipeline
18 submitted · 11 screened · 6 interview · 4 appointed
On pace
Billing: $2,500/mo retainer + $400 per appointment · invoiced automatically
AI · Stay social at scale

The warmth of a boutique, drafted in one click.

The moments that win renewals are small: a check-in that names their team, a renewal ask before the contract lapses, a payment nudge with the exact amount. AI drafts each one from the live record, so it's specific and personal, and you just review and send.

  • Check-ins that reference their actual team and work
  • Renewal asks timed before the lapse, not after
  • Payment nudges with the invoice number and amount
  • Drafted from the record; you always review before it sends
Draft a touch
Meridian Wellness · monthly check-in
AI draft
To Dana: Hi Dana — quick July check-in. Maya cleared the intake backlog last week and the daily logs have been strong. You mentioned a second coordinator for August; want me to shortlist a few this week so you can pick before month-end?
Check-inRenewal askPayment nudgeBirthday note
See it for yourself

The fastest way to get it is to click around.

The live demo is the real product with sample data: open the Today view, approve a timesheet, send an invoice. No signup, nothing to install.

Try the live demo Request early access