For agencies
Built for firms where judgement is the product.
Small search firms are hired for the quality of the shortlist and the speed of the process. The software should make both visible to the client.
Three kinds of firm
2–5 consultants
Specialist contingent firm
Speed on many live roles at once, without losing track of who was sent where.
- Job board for every role
- Board view with days-in-stage on each card
- Shortlists sent the day screening ends
3–10 consultants
Retained executive search
A defensible process the client can see, and searches that stay confidential.
- Confidential searches off the job board
- Written case and scorecard for every candidate
- Reasons required on every decline
10–30 consultants
Multi-desk boutique
One way of working across desks, and panels that span time zones.
- Shared stages and criteria per role
- Interview plan aware of every panel calendar
- Activity history per record
A week on one search
From six applications to a booked panel in five days.
Every step below can be repeated in the demo workspace.
Open the demo workspaceMonday
Six new applications for the platform role. Two move to screening from the stage menu on their cards.
Tuesday
Screening calls done. The consultant writes a case for three candidates and scores them against the brief.
Wednesday
The shortlist goes to the client portal in one action. The client reviews two candidates that evening.
Thursday
One candidate is declined with a reason, one is to be met. The interview plan offers slots where both panelists are free.
Friday
The panel is booked. The overview shows one review still waiting and flags it as overdue on Monday.
Questions from firms
Before you switch.
Does it replace our CRM for business development?
No. Shortlyn covers the search itself: roles, candidates, shortlists, client decisions and interviews. Business development stays in the tool you already use.
Can our clients use it without training?
The client portal shows one shortlist at a time with a single decision form, and works on a phone.
Can we keep a search confidential?
Yes. A confidential search never appears on the job board, and the client is described rather than named wherever candidates can see it.
What does a candidate see?
Published roles, the role page and their own application form. Nothing about other candidates or client feedback.
Show your next client a better shortlist.
Book a walkthrough with your own roles, or try the client portal as a hiring manager now.