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In build

A client portal your hiring managers will actually open

Most client feedback still arrives as a forwarded email with three candidates in it and no way to tell which one the manager meant.

The client portal will give each hiring manager a read-only view of the shortlist you share with them. In Wave 1 a client contact will be able to review candidates, leave structured feedback, and pick an interview slot. Blind CV masking is on by default, and the contact consumes no licensed seat.

By Surhires Editorial · Published · Reviewed

In the product: in build for Wave 1; the Wave 1 scope is shortlist sharing, structured feedback, interview slot selection and blind CV masking

The email thread is the client portal you have today

Almost every agency runs client feedback through email. Three CVs go out as attachments on a Tuesday, one reply comes back on Friday saying the second one looks interesting, and nobody is certain whether the second one means the second attachment or the second name in the body of the message. The submittal record in the CRM says nothing, because the conversation happened somewhere the CRM cannot see.

The cost is not the confusion. It is that the feedback never becomes data. You cannot report on submittal-to-interview rates per client contact if the only record of the decision is a mail thread, and you cannot renegotiate a brief in week two if nobody can show that six of the last eight rejections were about salary rather than skills.

The portal exists to move that one conversation onto a surface both sides can see. Everything else it does follows from that.

What the Wave 1 portal will cover

The first release is deliberately narrow. A recruiter shares a shortlist against a requisition, the client contact receives a link, and from that link they can read the candidate summaries, leave structured feedback on each one, and select an interview slot from the availability the panel has already offered. That is the whole scope, and it covers the part of the client relationship that generates the most friction per week.

Feedback is structured because unstructured feedback cannot be compared. A client who says both candidates were fine has told you nothing; a client who scores against the requirements the requisition actually listed has told you which requirement is doing the work. The scores land on the submittal record and roll into client reporting without anybody retyping them.

  • Shortlist sharing scoped to one requisition, not to your database
  • Structured feedback per candidate, written back to the submittal record
  • Interview slot selection from panel availability the recruiter has already held
  • Blind CV masking applied before the shortlist is sent
  • A per-link audit of what was opened, by whom, and when

Blind CV masking is on by default, not an option somebody remembers

Blind masking removes name, photograph, contact details, graduation dates and other identity signals from the candidate summary a client sees, leaving the evidence against the brief. It is a default rather than a toggle because a default that has to be switched on is a default that gets switched on for the searches somebody was already worried about, which is the wrong half.

This is a capability statement rather than a compliance claim. Masking supports a structured, evidence-first first pass; it does not by itself make a hiring process defensible, and the identity data is revealed as soon as an interview is arranged because interviews are not anonymous. What the product does is record which fields were masked at the point the shortlist went out, so the process can be described accurately afterwards.

A client contact is not a licensed seat

A hiring manager who reviews four candidates a quarter should not cost the same as a recruiter who lives in the system all day. Client contacts consume no licensed seat, so inviting the whole hiring panel does not change your bill.

It also does not change what they can see. A client contact is scoped to the requisitions and shortlists explicitly shared with them. They cannot search your candidate database, cannot see other clients, cannot see your rates or margins, and cannot see any candidate who has not been submitted to them. The isolation is enforced at the data layer rather than by hiding menu items.

What is deferred to Wave 2, and why we are saying so

Three capabilities people reasonably expect from a client portal are not in the first release. A requisition intake wizard, which would let a client raise a brief themselves with must-haves, salary band and interview stages captured up front. Embedded e-signature on fee agreements, so terms of business are signed inside the portal rather than in a separate tool. And pay-transparency validation on client briefs, which would check a salary range against the disclosure rules of the states the role will be advertised in before the brief is accepted.

All three are Wave 2. They are named here rather than left vague because a portal roadmap that quietly implies e-signature is a portal roadmap that loses a deal at the demo. Until they ship, terms of business are handled by your existing signature tool and briefs are captured by a recruiter.

The portal is a reporting surface, not just a sharing surface

Every action a client takes in the portal is an event on the submittal: opened, feedback left, slot selected, candidate declined with a coded reason. Once those events exist, client health becomes measurable. Which contacts respond within two days and which take a fortnight. Which clients reject on salary often enough that the brief is the problem. Which requisitions have had a shortlist sitting unopened for a week.

That data feeds the client relationship scoring and the pipeline exception views rather than living in a separate portal analytics tab. The portal is the input; the reporting you already have is the output.

What you get

Shortlist sharing

Share the candidates submitted against one requisition, with nothing else in your database reachable.

Structured feedback

Client scores against the requirements the requisition listed, written straight onto the submittal.

Slot selection

The contact picks from panel availability the recruiter has already held, without an email thread.

Blind CV masking

Name, photograph, contact details and graduation dates removed by default before a shortlist is sent.

No seat consumed

Client contacts are unlicensed, so inviting a full hiring panel does not change your bill.

Database isolation

A contact sees only what was shared with them, enforced at the data layer rather than in the interface.

Coded client rejections

The reason comes from a fixed list, so rejection patterns per client can be counted.

Open and view audit

Who opened the link, which candidates they read, and when, recorded per share.

Per-requisition scoping

Access is granted against a requisition and expires with it rather than persisting indefinitely.

Submittal write-back

Portal events land on the submittal record so pipeline reporting needs no separate portal report.

Branded share links

Your agency name and colours on the surface your client sees, not ours.

Wave 2 scope, named

Intake wizard, embedded e-signature and pay-transparency validation on briefs are declared as later work.

Questions recruiters ask

Can we use the client portal today?

No. It is in build for the Wave 1 release, and this page is written in the future tense for that reason. Shortlist sharing today happens by sending a formatted CV pack from the submittal record. When the portal ships, the same submittal becomes the thing the client reviews rather than the thing you attach to an email.

Does a client contact use one of our licences?

No. Client contacts are unlicensed and always will be. A hiring panel of six people costs the same as a panel of one. The trade is that a client contact has a deliberately narrow surface: review, feedback, and slot selection against the requisitions you share, and nothing else.

Can a client see our other clients or our margins?

No. Access is scoped per requisition and enforced at the data layer, so a contact cannot reach candidates who were not submitted to them, other clients, your rate cards or your margins. There is no view in the portal that exposes commercial data, and there is no permission that can be misconfigured to create one.

Is blind CV masking a compliance guarantee?

No, and we will not describe it as one. Masking supports an evidence-first first pass and records which fields were hidden at the point the shortlist was shared. Whether your process is defensible depends on how you run the whole of it, including the interviews, which are not anonymous. The product gives you the record, not the ruling.

Will clients be able to raise their own requisitions?

Not in Wave 1. A requisition intake wizard for clients is Wave 2. Until then a recruiter captures the brief, which the Job Intake Agent can draft from a forwarded client email so the typing is not manual even though the ownership stays with your team.

Can we sign terms of business inside the portal?

Not yet. Embedded e-signature on fee agreements is Wave 2 work. For now, keep using the signature tool you already have and attach the executed agreement to the client record. We would rather say that plainly than let a roadmap slide imply the workflow exists.

See it against your own reqs

Bring one live role and three resumes. In twenty minutes you will see the match scores, the shortlist and the placement invoice that comes out the other end.