Capture a client brief
Start with the person and company behind the request.
VITAE OS FOR RECRUITMENT & STAFFING
Bring client development, candidates, hiring and your own team into one connected workspace.
See it for your businessKEEP THE CONTEXT WITH THE WORK
A client brief becomes a job. A candidate becomes a placement. The context should travel with the work.
Start with the person and company behind the request.
Give the right people the history they need to act.
Keep the next action connected to the same relationship.
Example journey. Available actions depend on configuration, connected tools and permissions.
START WHERE THE FRICTION IS
We will look at the tools you use, the information your team repeats and the handovers that slow you down. Then we will map a practical first step.
Keep specialist temp staffing, timesheet and pay-and-bill systems where you need them. Confirm the right connections in your walkthrough.
Explore the interactive examplesA PRACTICAL PLACE TO START
Recruitment agencies asked us to connect client development, candidate work and the business around a placement. Those requests helped shape Vitae OS. The same company and contact history matters from the first sales conversation to the next brief.
Start with one desk or team: target accounts, client conversations and live briefs. Agree the ATS migration separately so the first improvement does not depend on moving every historical candidate record at once.
Track qualified client conversations, briefs with an assigned owner and time spent preparing a client handover. Compare the same desk and period before drawing conclusions.
Choose a small team, validate sample records and agree the responsibilities before rollout.
Read the setup guide ↗LET'S CONNECT YOUR BUSINESS
A walkthrough built around your business and the tools you use today.