TTR dossier engine

How it works

Two sides, one handoff: you build and send the pack; the candidate prepares on a portal of their own. The map first, the steps underneath.

Your side

  1. Write the client's note, once
  2. Pick the client, paste the brief and the CV
  3. Generate: a minute or two
  4. Every claim comes back marked with its source
  5. From the CV or your note: settled
    Unverified: confirm it or cut it
  6. Copy the pack into your email to the client
  7. Interview booked: send the candidate their prep

The candidate's side

  1. The prep arrives as a private emailed link
  2. They read the brief: the client, the role, what to expect
  3. They practise the questions and file their stories
  4. Documents still owed go on the compliance checklist
  5. The interview
  6. Afterwards, the portal asks how it went

The two tinted boxes are the same moment: your send is their link.

Your side, step by step

Once per client

  1. Write down how the client hires

    Open Client knowledge and file what you know about the department: who interviews, what they ask, what has sunk a submission before, what they actually care about. Every pack for that client is built from this note, so the more you file, the better the packs get. You write it once and add to it as you learn.

Every submission

  1. Pick the client, add the brief and the CV

    On the Submission pack screen, choose the client, then paste the brief and the candidate's CV, or drop them in as PDF or Word files. Nothing you paste is stored: the CV and the brief live on your screen and nowhere else.

    On this demo, Load a worked example fills both boxes for you.

  2. Generate, and leave the page open

    One press. The engine writes the pack and checks every claim in it word for word against the CV and your client note. It takes a minute or two, and the page shows an honest clock while you wait.

  3. Check the claims

    Every line of the finished pack carries a mark saying where it came from. Lines drawn from the CV or from your note arrive checked; anything unverified is yours to confirm or cut before a client sees it.

    Eight years reporting CT and MRI across two NHS trusts. CV

    Comfortable with the on call pattern this department runs. Client note

    Holds a full UK driving licence. Unverified

  4. Copy the pack into your email

    One press puts the whole pack on your clipboard, formatted. Paste it into the email you were already writing to the client and send. That is the submission done.

Once the interview is booked

  1. Send the candidate their prep

    Enter the interview date and the candidate's email address. They get a private preparation page of their own, built from the brief, their CV, and only the parts of your client note you ticked as shareable. It never sends the pack. The candidate walks in knowing what the client will ask.

  2. Let the boards keep watch

    Three screens carry the follow-up so you do not have to.

    • Prep sent shows how many candidates opened their prep, and nothing about what they did inside.
    • Bookings emails you fourteen days before a booking runs out, in time to extend it or redeploy the candidate.
    • Compliance tracks what every candidate still owes you and what is about to expire. It keeps the reference number and the date, never the document.

The candidate's side, step by step

Their own private portal

  1. A private link lands in their inbox

    When you press Send, the candidate gets an email with a link of their own. The link signs them in by itself: no password, no account to set up, nothing to install. It is theirs alone.

    On this demo, the Candidate portal tab in the top bar opens the same thing.

  2. They read their brief

    One page built from the client's brief, their CV, and the parts of your note you ticked as shareable. It carries what the agency knows about the client, and it tells them plainly that nothing they do on the portal is shown to you.

  3. They practise, and file their stories

    The practice page asks real questions for the role and offers one change to make per answer. They are preparing, never being marked. Alongside it they write down their own stories, the examples they plan to draw on in the room.

  4. They tick off compliance

    If the agency still needs documents on file before they can be booked, the checklist names each one. The candidate sends the reference number and the date it runs out. The portal never asks them to upload a document.

  5. Afterwards, the portal asks how it went

    Once the interview date has passed, a short debrief appears and asks how it went. A plain privacy page sits alongside the whole portal, stating what is held about them, why, and when it is deleted.

From the second role onward the flow starts at step 2. The note is already written, and each pack you check shows you another line worth adding to it.

Open the tool and build a pack