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Client Portal

Your clients review, decide and sign in one portal.

CloudOffix Client Portal gives every employer client one place to follow their job roles, review candidates, make decisions, join interviews and sign contracts.

What clients see

Everything a client needs, in one login

Overview

A summary of the client's searches, candidates and next actions.

Open and closed job roles

Every position the agency works on for the client, open or closed.

Candidates by stage

Candidates grouped by stage, with decision buttons and document preview.

Interviews

Upcoming interviews with participants and the online meeting link.

Invoices and placements

Placement history and invoices in one view.

Contracts

View and sign agency contracts online.

Client decisions

Decisions happen where the candidates are.

For every pipeline stage you set what the client sees and which client action is required.

Clients preview CVs and documents and use the decision buttons to move candidates forward. Recruiters see each decision on the job order.

  • 01Decision buttons per candidate
  • 02Document preview in the portal
  • 03Client actions set per stage
A client's week

How clients work with your agency

01

Sign the contract

The client signs the agency contract in the portal, and the job opens.

02

Review candidates

Submitted candidates appear in Client Review with their documents.

03

Join interviews

Interview details, participants and the online link are in the portal.

04

Follow placements and invoices

After the offer, the placement and its invoices show up in the same portal.

FAQ

Client portal questions

01

Can clients approve or reject candidates in the portal?

Yes. Candidates are listed by stage with decision buttons and document preview.

02

Can we control what clients see at each stage?

Yes. For every pipeline stage you set what the client sees and which client action is required.

03

Can clients sign contracts in the portal?

Yes. Clients view and sign agency contracts in the portal.

04

Do clients see their invoices?

Yes. Invoices and placements have their own section in the client portal.

Give your clients a portal they will use.

Book a demo to see candidates, interviews, contracts and invoices from your client's side.

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