AI screening for boutique search

Retained search deserves per-search AI rubrics.

Boutique search runs 3–10 active mandates, each with a deeply specific must-have list — operator background, P&L scale, sector experience, sometimes alumni overlap. Generic AI screening was built for the opposite world. ShortlistTable gives you per-search AI rubrics, per-client workspaces, and partner override on every verdict.

Per-search rubrics · Multi-partner workspaces · Per-client retention
shortlisttable.app / boutiquefirm
Active roles · BoutiqueFirm
  • VP Engineering · Series-B fintech
    Retained · 9 columns · 22 candidates
    Shortlist ready
  • Director of Sales · vertical SaaS
    Retained · 6 columns · 18 candidates
    Screening
  • Head of Operations · manufacturing
    Retained · 11 columns · 14 candidates
    Needs review
Workspace summary
5
Active searches
8
Avg columns per search
4
Partners
180d
Per-search retention
Per-search
Custom column rubric
Per-client
Workspace isolation
Multi-partner
Engagement teams
Retained
Workflow designed for it
Why boutique searches break generic tools

Standard ATS scoring was built for the wrong job.

Boutique search firms don’t run high-volume corporate funnels. You run 3–10 active mandates at any time, each one with a deeply specific must-have list. Your VP-of-Engineering search and your Director-of-Sales search use rubrics that share zero columns.

Standard ATS screening features are built for the opposite world — lots of candidates, generic criteria, score-based ranking. They work for Google Recruiting; they do not work for a four-person retained search firm closing a $300K placement on a six-week timeline.

Schema-bound ATS scoring

Cannot capture per-mandate rubrics.

ATS systems define candidate fields globally. The columns you need for a CFO search at a manufacturing client are not the columns you need for a VP Eng search at a fintech — but the ATS schema is the same.

Score-based ranking

Wrong abstraction for retained search.

Score-based ranking optimises for throughput; retained search optimises for fit. You need to be able to articulate why this specific candidate matches this specific must-have, not where they fall on a leaderboard.

Per-client confidentiality

Candidate from Client A cannot appear in Client B.

Boutique firms juggle multiple confidential searches. A candidate sourced for one client cannot leak into another’s submission. Workspace boundaries have to be strict, not aspirational.

Built for retained search

What changes when the tool fits the practice.

01 · Feature

Per-search column rubrics

Each search has its own custom column set. Save templates per role family (e.g. “VP Eng — Series B fintech”) and adapt per-mandate.

VP Eng rubricDirector Sales rubricHead Ops rubric
02 · Feature

Per-client workspaces

Each client engagement gets its own workspace. Confidential candidates stay confidential — no cross-pollination across mandates.

ClientAClientBClientCPer-engagement retention
03 · Feature

Source-backed evidence on every cell

Every verdict cites the resume sentence behind it. Partner reviews the cell, agrees or overrides, ships the submission with receipts.

Resume p.1 · ExperienceScaled the European operations org from 12 to 80 across three product lines.
04 · Feature

Multi-partner engagement teams

Two or three partners on a single retained search, each with full activity tracking for credit and oversight.

Partner sourcesAssociate screensPartner signs off
05 · Feature

Client-grade submission pack

Each shortlist exports as a branded XLSX with per-candidate fit narratives — ready to email to the client.

LogoBrand colourCover noteFit narratives
06 · Feature

Boutique-friendly pricing

Per-workspace pricing designed for 4–20 partners and 5–15 active searches. No per-seat upcharge.

0
per-seat recruiter upcharge
How it compares

Boutique-grade screening vs the alternatives.

PropertyClockwork / InveniasPer-mandate sheetGeneric AI rankerShortlistTable
Per-mandate rubricSchema-boundManualLimited templatesPlain-English columns
Per-client workspaceYesTrust-basedLimitedFirst-class
Multi-partner activity trackingYesManualNot supportedPer-partner audit
Source-backed verdictsManual notesManualRareSentence + page
Client-branded submissionsTemplatesManualNot supportedXLSX with branding
Supported Partial / manual Not supported
FAQ

Common questions from boutique partners.

Can I share a workspace with the firm’s other partners?+

Yes — boutique search workspaces are designed around 2–8 partners sharing pipelines, with per-search access control so client confidentiality is preserved.

How is this priced for a small firm?+

Per-workspace, not per-seat. The Boutique plan is designed for firms running 3–10 active searches; you don’t pay per recruiter you add.

Does it integrate with Clockwork or Invenias?+

We expose a CSV export that maps into both, and a webhook for candidate hand-off. Native integration is on the roadmap — talk to us if you’d want one prioritised.

Can different searches have completely different rubrics?+

Yes. That is the point. Each search has its own column set — write them as plain-English questions specific to that mandate.

How do you handle candidates that are relevant to multiple searches?+

Each workspace has its own copy of the candidate record with its own audit trail. If a candidate is relevant to two clients, you can run them through both rubrics independently — no cross-contamination.

What about long-running searches that need 90+ day retention?+

Retention is configurable per workspace. Boutique firms often set 180-day default with hard-delete on engagement close — both are supported.

Built for retained search

Run your next mandate with a rubric the client can audit.

Try ShortlistTable on a 25-candidate retained search. Free, no credit card, full per-search customisation.