An AI-powered operating system built specifically for your firm — from sourcing to placement to payment, with zero manual CRM entry.
Growing fast is hard when your team is doing more admin than recruiting. The tools built for your industry weren't designed for how you work.
Microsoft Dynamics is powerful but built for enterprises, not recruiting. Every update resets your customizations. Logging a single interview takes too many clicks. Your team works around it — not with it.
QuickBooks tells you what happened 90 days ago. By the time your revenue dips, the activity that caused it happened months earlier. You're managing a business you can't see in real time.
Scheduling emails, candidate write-ups, interview invites, invoicing — your team spends hours on tasks that could be automated. Every hour on admin is an hour off the phone, where the real money is made.
LinkedIn, ZoomInfo, Dynamics, Air Call, Monday, QuickBooks — nothing talks to anything else. Your team is the integration layer. That doesn't scale when you're trying to 10x the business.
Every call is transcribed. Every email is drafted. Every record is updated. Your team's actions drive the system — without anyone touching the CRM.
Not AI as a buzzword. A real AI agent that reads context, reasons about your pipeline, finds candidates from natural language, and flags what needs your attention.
Designed from day one for the growth you're chasing. Add recruiters, add searches, add locations — the platform scales without adding overhead.
Purpose-built for the way contingent executive recruiting actually works — not adapted from a generic CRM.
Visual kanban board per search. Drag candidates through stages — Sourcing, Screened, Submitted, Interview, Offer, Placed. Each move auto-logs the timestamp and triggers the next workflow.
Every call through the platform is recorded and transcribed automatically. Your AI assistant extracts structured notes, action items, and key data points — comp expectations, availability, objections.
AI-drafted proposals delivered as polished PDFs. Engagement letters and offer summaries sent for e-signature with your branding. When documents are signed, the platform takes the next action automatically.
Real-time recruiter scorecards: calls made, connection rate, submittals, interviews scheduled. Business-level forecasting: today's activity predicts revenue 60-90 days from now.
Ask your AI assistant to find candidates in natural language. It queries ZoomInfo and SignalHire, pulls contact data, and adds them to your pipeline — in seconds, not hours.
Your clients review submitted candidates, mark interview preferences, sign documents, and pay invoices — all in a branded portal. No email chains. No PDFs attached to emails.
Platform checks recruiter and hiring manager availability via Outlook Calendar and suggests open slots automatically. Invites go to all parties. Candidates receive SMS confirmations and reminders.
Track every prospect from first contact to signed engagement. AI drafts tailored proposals from the role details. When the engagement letter is signed, a new search opens automatically — no manual handoff.
Accessible from Microsoft Teams, your AI assistant knows your entire pipeline, every candidate, every search. Ask it anything. Tell it to do things. It acts.
"Find me 25 VP of Finance candidates in Dallas with SaaS experience" — done in seconds.
Call ends → transcript processed → notes extracted → record updated. Zero manual entry.
Scheduling emails, availability follow-ups, and status updates drafted and ready for one-click send.
"What was our average fee last quarter?" "Which searches are at risk?" — instant answers, no reports to build.
All your existing services integrated seamlessly. One admin consent click for Microsoft 365. No per-tool manual setup.
Outlook, Teams, SharePoint, Calendar
One-click setupEngagement letters, offer documents, NDAs
Auto-provisionedCalls, SMS, real-time transcription. Manage numbers, usage, and recording settings from your dashboard.
Platform-managedCandidate discovery & enrichment
API keyPhone & email enrichment
API keyRecruiter sync & candidate import
RSC integrationAuto-invoicing at placement
One-click OAuthACH payments, dual pricing
Auto-provisionedEvery step of your revenue cycle runs through one platform. Automations fire at each stage. Nothing falls through the cracks.
AI generates a polished branded proposal — your fee structure, methodology, and guarantee terms — and emails it as a PDF directly to the client. No login required on their end.
AI-drafted, emailed as branded PDFClient is ready to proceed. The platform sends a branded engagement letter for e-signature from your recruiter's address. The moment it's signed: search project created, kickoff call scheduled via Outlook, recruiter notified.
Fully automated on signatureRecruiter asks the AI to find candidates. ZoomInfo and SignalHire queries run automatically. Candidate list built, phone numbers enriched, records added to the pipeline — ready to call.
AI-powered candidate discoveryRecruiter dials via the platform. Every call is transcribed in real time. Notes, action items, comp expectations, and availability are extracted and logged automatically. Zero manual entry.
Auto-logged after every callAI generates a branded 5-page candidate presentation per finalist. Resume embedded, your branding applied, job description requirements matched to interview notes. Sent to client in the portal.
AI-generated in 60 secondsCall with candidate captures availability. AI drafts the scheduling email to the client immediately. Recruiter reviews, hits send. Invites created via Outlook Calendar automatically.
Draft ready seconds after the callOffer summary signed by both parties via e-signature. The moment it's complete: QBO invoice created (fee auto-calculated), ACH payment link generated, invoice emailed to client. 6-month guarantee clock starts.
Invoice sent automatically on signatureClient pays via ACH directly from the invoice link. Payment confirmed, QuickBooks marked paid, placement record closed. Every step documented, auditable, and searchable.
Cycle completeEvery integration is self-serve. No IT involvement. No manual configuration on our end per setup.
Firm name, logo, timezone, billing. Your branded subdomain is live.
One admin consent click. Unlocks Outlook, Teams, SharePoint, and Calendar for the whole firm.
Platform provisions a dedicated phone number per recruiter, sets your firm's caller ID, and activates call recording and real-time transcription. Choose your recording consent method. Voice calling is live immediately — automated SMS reminders activate once carrier registration is approved (1–3 weeks, handled by the platform).
Upload logo, pick brand colors. Sender identities created for each team member. One approval email per person.
Connect ZoomInfo, SignalHire, and LinkedIn. A test query confirms candidate discovery, contact enrichment, and LinkedIn profile import are all live.
Connect QuickBooks via OAuth. ACH payment processing configured with dual pricing. Invoicing and collections are fully automated from this point forward.
Your AI assistant is provisioned automatically and appears in Microsoft Teams within 60 seconds. No technical setup required.
Upload your Dynamics export or provide admin access. AI maps the columns, imports clients, candidates, and placement history.
Dashboard active, AI assistant ready in Teams, every integration confirmed. Your team can start using the platform immediately.
After the firm is live, each recruiter completes a brief personal onboarding the first time they log in. No IT involvement. No scheduling. It happens on their own time.
Cortex Automations will design and build the entire Talent Ascension platform. No development fees. In exchange, we're proposing a partnership that benefits both sides long-term.
Cortex Automations funds and builds the entire platform. Zero development fees charged to your firm during the build phase.
Simple per-seat pricing. $500 platform base + $150 per recruiter + $60 per manager or admin. A 5-recruiter firm with one admin is $1,310/month — replacing tools that cost more than that individually.
Development phase: 50% off — $650/month for your first 12 months.
Weekly calls during development. Your real-world workflows drive every feature decision. You get a platform built exactly for how your firm operates.
You know recruiting firms. Introductions and referrals to others in your network are valuable to us — and we'll make it worthwhile for you.
You don't own the software. No maintenance, no technical debt, no development decisions. You get the latest version — always. That's our job.
Let's align on the details during our follow-up. We'll walk through the plan, answer questions, and agree on a path forward.