The operating system for your placement desk
Clients, contractors, compliance, terms and e-signature, the whole placement lifecycle in a single, audit-ready platform. Scroll down for the guided tour.
One system, the entire placement lifecycle
From first client to signed terms and an audit-ready file, scroll through the desk your compliance operation has been missing.
Senior Data Engineer
LiveExpiringM. Peterson · Northwind Search → Meridian Bank
Compliance
6 / 8 clearedContracts that track themselves
Every placement is a living file, rates, margin, dates and status derived automatically. Know what's live, pending or expiring without lifting a finger.
- Charge, pay and margin computed live
- Pending → live → expired from the dates
- Expiry warnings before they bite
Compliance requirements
Audit-readyCompliance checked and defensible
A per-placement checklist backed by a global requirement library. Every check is recorded, dated and audit-ready, so your desk is defensible from day one.
- Reusable requirement library & templates
- Optional vs blocking checks
- Original-seen dates captured for audit
Signing envelope
Terms of Engagement
M. Peterson
Contractor
Northwind Search
You
Meridian Bank
Client
Batiq&Co
Sender
Adopted signature
Morgan Peterson
Signed 13 Jul 2026 · via /sign secure link
Sign terms without leaving the file
A DocuSign-style envelope, native to the platform. Pick signatories from the placement's contacts, send secure links, and watch every party sign, no third-party subscription.
- Unguessable per-recipient signing links
- Adopt-and-sign, no drawn signature needed
- Completed PDF generated automatically
Terms of Engagement
TemplateReusable terms, issued in a click
Draft once, reuse forever. Contractor and client terms live as templates, snapshot onto each placement, and go out for signature in a single click.
- Contractor & client template libraries
- Placement-specific addendums
- Issue for e-signature from the terms box
Personal documents
Expiry trackedPassport
Identity
Right to work share code
Eligibility
DBS certificate
Vetting
Professional insurance
Cover
Nothing expires without warning
Passports, right-to-work, professional insurance, categorised, stored and watched. Expiries surface long before they become a problem.
- Category + expiry on every document
- Colour-coded expiry states
- Contractor uploads, staff verifies
- 3
- Role-scoped consoles
- 100%
- Server-enforced writes
- 1
- Audit-ready file per placement
- 0
- Third-party e-signature fees
Everything a compliant desk needs
The details that turn a spreadsheet into an operation.
Append-only audit trail
Every server write is recorded (who did what, when) for a trail you can stand behind.
Smart notifications
Expiring contracts, outstanding checks and signatures surface to the right person automatically.
Role-based access
Superadmin, client admin, user and contractor, each console scoped and enforced by custom claims.
Polished PDF output
Terms, compliance reports and completed signing envelopes render as clean, branded PDFs.
Timesheets & billing
Log hours against placements, track margin, and prepare the numbers for invoicing.
Shared requirement library
A global catalogue of compliance checks and terms templates, reused across every client.
Book a walkthrough of the platform.
A 30-minute demo mapped to your desk, clients, compliance, terms and signing, exactly how they'd run for you.