Custom AI workflows built specifically for c-suite & board recruiting: deep integrations with the Clockwork stack, hnw concierge services-grade privacy, and workflows that pay back in weeks, not years.
AI builds the long-list from Clockwork, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%.
AI manages reference scheduling, drafts check questions specific to the role and candidate, captures notes from Clockwork call, and produces the reference report — partner does the conversation, AI does everything else.
AI generates the per-search status report from Clockwork pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work.
AI matches incoming vendor invoices to POs in Clockwork, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time.
AI tracks every open selection in Clockwork, prepares decision packets per category, sends personalized client nudges, and surfaces stalled decisions to the project manager — selection-driven delays drop.
AI assembles bid packages from Clockwork scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably.
AI qualifies inbound buyers from Clockwork per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping.
For executive search firm partners
For executive search firm partners
For executive search firm partners
For executive search firm partners
For executive search firm partners
For executive search firm partners
The workflows above are starting points. Every c-suite & board recruiting operation runs differently — we build what you actually need.
