Understanding the challenge
The firm's recruiters were spending their days on everything except recruiting. Every candidate meant parsing a resume, typing it into the applicant system, reformatting a submittal, and later chasing timesheets and onboarding paperwork, so the people paid to build relationships and close placements were buried in data entry. "By the time my recruiters finished the busywork, a faster firm had already submitted their candidate," the firm's director of recruiting said. Speed to submit decides who wins a placement, and the manual grind was costing the firm the race, while good candidates sat unworked in the pipeline.
Our approach
The firm did not need more recruiters. It needed to take the paperwork off the ones it had and get qualified candidates in front of clients faster. We combined three of our services:
• Workflow automation at the core: parsing resumes into the applicant system, formatting submittals, collecting timesheets, and running onboarding paperwork automatically, so recruiters stopped re-keying.
• AI agents for screening: a research agent that reviews inbound applicants against each open role, surfaces the strongest fits, and drafts the submittal for a recruiter to review and send.
• A Salesforce integration so candidates, roles, and submittals all ran against one live system instead of being copied between tools.
• Human approval, so a recruiter owns every candidate decision and the agent only prepares and recommends.
Technical innovation
The automation connected the firm's applicant system, email, and Salesforce into one flow, so a candidate entered once moved through parsing, screening, submittal, and onboarding without being re-typed. The screening agent read each inbound applicant against the open role and ranked the best fits from the firm's own criteria, drafting a submittal a recruiter could review and send in minutes, and anything requiring judgment stayed with the recruiter. Timesheets and onboarding ran themselves, so the busywork that used to eat a recruiter's day happened in the background.
Outcome
Freed from the paperwork, each recruiter submitted about 2.4 times as many qualified candidates per week, and submittals that used to take hours went out in minutes, so the firm started winning the placements it had been losing to faster competitors. Recruiters spent their time on relationships and closes, every candidate and submittal lived in Salesforce, and timesheets and onboarding stopped being a chore. "My recruiters are recruiting again, and we are first to submit far more often," the director of recruiting said.
