For recruitment + staffing agencies
Candidates to placements — out of spreadsheets, into one pipeline.
Track every candidate from sourcing to placement, submit to clients, and invoice the fee — permanent, contract, or temp — all from one system built for staffing desks.
No credit card · cancel anytime · imports from your Excel sheet on day one
Placement #2026-041 · Vantage Health
Sarah Chen — Senior Backend Engineer
- Stage
- Submitted to client
- Placement fee
- 20%
- Guarantee
- 90 days
- Interview
- Wed 10am
- Source
- LinkedIn outreach
Right now
- ✕Candidate details scattered across inboxes, spreadsheets, and job-board exports
- ✕Candidates left wondering what's happening after they submit their CV
- ✕Guarantee and rebate periods tracked from memory — or not at all
- ✕Placement invoices written up manually after the fact
With Caseflow
- ✓One searchable candidate database — skills, salary, availability, work rights
- ✓Automatic email at every stage so candidates always know where they stand
- ✓Guarantee period tracked automatically with a scheduled check-in task
- ✓Placement fee invoice raised in one click and synced to Xero
Built for the way you actually work
Six features designed for your vertical out of the box — no configuration weekend required.
Placement pipeline for every engagement type
Permanent and contract/temp templates ship ready — sourced → screened → submitted → interview → offer → placed → invoiced, each with its own deadlines.
Rich candidate profiles
Skills, salary expectation, notice period, work rights, resume + LinkedIn links — searchable across your whole candidate database.
Public candidate-application form
Candidates register themselves through your site. Every submission lands as a searchable profile, ready to match against open roles.
Automated candidate updates
Acknowledgement, submitted-to-client, interview confirmed, offer extended, placement confirmed — sent automatically as the placement moves.
Fee + guarantee tracking
Placement fee %, guarantee/rebate period, and a check-in task scheduled automatically so nothing lapses unnoticed.
Client company on every case
Client company, hiring manager, job title, and job ad link tracked on the placement — not buried in an inbox thread.
How it works
Step 1
Source + screen
Candidate sourced or applies via your form, screened, and matched against open client roles.
Step 2
Submit + interview
Submitted to the client, interview scheduled, candidate notified and prepped at every step.
Step 3
Place + invoice
Offer accepted, placement confirmed, fee invoiced, and a guarantee-period check-in scheduled.
Frequently asked
Do you handle contract and temp roles as well as permanent? ▾
Yes — separate pipeline templates ship for permanent placements and for contract/temp staffing, each with the deadlines and document checklist that fit.
Can candidates apply without creating an account? ▾
Yes. Candidates submit through a public application form, and later communicate through a magic-link portal — no password required.
How do you track placement fees and guarantee periods? ▾
Fee percentage and guarantee/rebate days are fields on the placement. When a candidate is placed, a guarantee check-in task is scheduled automatically.
Does it integrate with job boards? ▾
Not directly yet — but every candidate records where they came from (job board, referral, LinkedIn, etc.) so you can see what's working.
Sized for boutique recruitment desks and growing agencies.
Start free. Import your existing client list in 5 minutes. Cancel anytime.