Keep agency contracts and invoices connected to client relationships and placements. Give commercial operations a home inside the recruitment platform.
Book a demo →An agency module governed by your plan and workspace settings. Signature and accounting services require their own supported connections.
Manage client and company contracts in the context of the account. Use contract templates to give the team a consistent starting point for the paperwork.
Use supported signature-provider connections where enabled. Review the document, recipients and terms before requesting a signature.
Work with placement invoices and approval flows in Vitae. Keep the commercial record close to the recruitment work that created it.
Xero is part of the integration catalogue. Agree the required data flow and connection setup so the accounting handoff supports your finance process.
Prepare the contract or invoice against the right relationship.
Review the details and required approvals.
Follow the signature or invoice status in the workspace.
Short answers to the questions we get most often. Need more detail? Book a demo.