For recruitment agencies

Keep the client paperwork behind every search together.

A recruitment search begins with a role brief and engagement agreement, then moves through client documents that need quick review and a dependable record. EveryTask keeps that paperwork in one client project.

Create a recruitment workspace

One project free. No card needed.

How this work moves

A search moves faster when the client paperwork is clear.

Recruitment agencies handle documents that set the terms of a client relationship and guide a live search: a role brief, search proposal, engagement agreement, candidate summary or interview pack. These documents often need a client response quickly, but the final record also matters when the search changes, ownership shifts or a placement question returns months later.

EveryTask gives the agency a project for the client or search, where those documents can be prepared, reviewed, approved and retained. It is not an applicant tracking system. It keeps the client-facing documents around the search from becoming a scattered mix of attachments, approvals and signed files.

The work around the work

The document is not the problem. Where it goes next is.

The client edits a role brief in an attachment, leaving the recruiter unsure which version is agreed.
An engagement agreement is signed but does not remain with the search documents.
A client response to a candidate summary is buried in an email thread.

The document set

The client work you need to keep together.

Search proposals and agreements

Set out the engagement terms, then keep the signed record beside the search context.

Role briefs

Share the position document for client review and retain the agreed version.

Candidate-summary PDFs

Send a selected document to the client with a clear response path when review is needed.

Where it helps

For the client documents that shape a recruitment search.

Starting a new search engagement

Create a client project for the search, prepare the proposal or agreement and send the settled document for signature without separating it from the role context.

Reviewing a role brief

Share the current brief as a document the client can open and respond to, then retain the later revision in the same search record.

Keeping a client response with a summary

Use a review link for the selected PDF when the client needs to respond. The recruiter can return to the document and response together instead of decoding an old email thread.

The agency flow

From working document to finished record.

EveryTask does not replace the work. It gives the client document a place to move through it.

01
Set up the search project
Give the agreement, brief and supporting client PDFs one home.
02
Prepare the document to review
Upload the current PDF or generate a structured engagement document.
03
Send the client a direct link
Ask for feedback or a decision without requiring workspace-account setup.
04
Retain the finalized agreement
Send the settled document for signature and keep the final record with the search.

What changes

A client project is more than a folder.

The search record is findable

Role briefs, engagement documents and later review copies can stay together.

Client response stays connected

The team can see which document was shared and what the client said about it.

The final agreement does not disappear

Completed signature records stay clearly finalized inside the client project.

Questions, answered

EveryTask for recruitment agencies

Can we create a project for each client search?

Yes. A project can be organized around the client, search or role, with uploaded PDFs and generated documents kept together.

Can a client review a role brief without an account?

Yes. A review link lets the client open and respond to the selected document without joining the agency workspace.

Does EveryTask replace an applicant tracking system?

No. It supports the client-facing document workflow around a search, including engagement terms, briefs, reviews, approvals and signatures.

Can we request signatures for a search agreement?

Yes. Prepare the final agreement, add signature fields and send the request from the project that already contains the client context.

Ready when you are

Give the next client document a place to go.

Create a free workspace, then add the first client project when the work is ready.