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- Recruitment Search PSA
- Who it's for
- Multi-practice search firms
Multi-practice search firms
A firm with search groups, business units or regional offices can retain organization context on clients, consultants and mandates. Practice leads can compare mandate economics while client partners maintain the customer relationship. Consultant rates and capacity help explain the cost of delivery.
How Recruitment Search PSA is set up for you
Firm structure
Record each organization's type, region and search focus before assigning clients and consultants.
Client ownership
Keep the client partner and owning organization on the client, then link each mandate to its own organization.
Capacity
Review billable hours, total hours, weekly capacity and utilization by consultant.
Margin
Open Mandate Margin Desk signals and drill down to the source mandate before changing a commercial plan.
A firm with search groups, business units or regional offices can retain organization context on clients, consultants and mandates. Practice leads can compare mandate economics while client partners maintain the customer relationship. Consultant rates and capacity help explain the cost of delivery.
Choose one search group and a small set of active mandates. Load consultant bill and cost rates, weekly capacity and client ownership. Submit consultant delivery and time against the proper mandate. The practice lead can compare delivered and approved amounts with the fee value, budget hours and delivery cost. Finance checks milestone invoice and payment outcomes separately. Rehearse an over-budget signal and confirm the team can open the underlying work rather than relying on the summary alone.
A regional office may share consultants with another search group. Review consultant organization, client ownership and the mandate organization together before comparing practice results. Use the same period for delivery and capacity reports so leaders discuss a consistent operating picture.
Features to start with
Roles on the team
- Admin
- Maintains users, organizations and access to the search firm's operating records.
- Client Partner
- Owns the client relationship and reviews proposed and active search mandates.
- Engagement Manager
- Coordinates mandate delivery, consultant work and milestone readiness.
- Consultant
- Records their own mandate work and costs for review.
- Finance Manager
- Reviews approved milestones, invoices and collected placement fees.
- Practice Lead
- Reviews mandate economics and capacity across the search group.
Set up Recruitment Search PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.