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Feature · Clients

Client BD & Meeting Intelligence for Recruitment

Every client tells you the brief once — and then you're expected to remember it for the next twelve months. RecView captures the real brief (what the client said, not what you wrote down), and surfaces it back to your consultant before every follow-up, every shortlist and every debrief.

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What it does

Every brief, remembered correctly.

RecView treats every BD meeting, kickoff call, shortlist debrief and stakeholder interview as a first-class record. The summary isn’t just “what was discussed” — it’s structured around the questions your desk lives and dies on. What’s the non-negotiable? What’s nice-to-have? What’s killed candidates in past searches? What does the VP actually care about, not what HR said?

Every client has a persistent brief that builds over time. When you meet Northwind’s VP in April, the brief updates. When you screen a candidate in May, RecView surfaces the April brief alongside. When the VP says something different in July, RecView flags the change — “Northwind used to deprioritise fintech; as of July, they’re looking for it” — so your consultant doesn’t sound out of date.

Debriefs are captured with the same care. “What didn’t work about Jordan?” becomes a structured objection tied to the brief, which updates how the next shortlist is built.

  • Structured brief capture. Non-negotiables, nice-to-haves, red flags — tagged from what the client actually said.
  • Persistent client memory. Every client has a living brief that updates across meetings.
  • Brief-drift alerts. When the client changes their mind, RecView tells you before your next shortlist.
  • Debrief-to-shortlist loop. What killed the last candidate feeds directly into how the next shortlist is built.
  • Shareable brief document. Auto-generated brief document for internal sign-off and candidate prep.
How it works

BD, with a memory.

  1. 01

    Capture the meeting

    RecView runs on the BD call, the kickoff, the debrief — every client conversation, video or phone.

  2. 02

    Extract the brief

    Non-negotiables, nice-to-haves and red flags, tagged from verbatim quotes with timestamps.

  3. 03

    Surface at the right moment

    When you screen a candidate for this client, the brief is already in the screen card.

Works with your ATS

Native integrations with 10 platforms.

Popular pairings: RecView for JobAdder, Bullhorn AI note taker, Vincere meeting notes. See all ATS integrations or pricing from $29/mo.

Customer story · BD

“"RecView has improved our business 10 fold. Notes straight into JobAdder and Video BD are tools we use daily."”
Paris Matin
Healthii People · Medical & healthcare recruitment, ANZ
Frequently asked

Questions recruiters actually ask.

How is this different from notes in the ATS?
ATS notes are free-form and often written from memory an hour later. RecView structures the brief at capture time — around the categories your consultants actually care about — and updates it automatically when the client's position changes.
Can the client see the brief document?
Yes — we generate a client-ready brief from the meeting and let you share it for sign-off. It's a great way to de-risk the search: "Here's what we heard; correct me before we start."
What if the client contradicts themselves over time?
That's the point. RecView tracks brief drift: if Northwind said "remote-first" in April and "hybrid in Sydney" in July, your consultant sees the change flagged before the next shortlist goes out.
Does it work on in-person meetings?
Yes. Tap record on the RecView mobile app at the start of the meeting — same extraction, same structured brief, same sync to the client record.
Can I have brief templates per-client?
Yes. You can clone a client's framework — their scoring rubric, their mandatory competencies, their disqualifiers — so every new brief for that client is captured the way they like.
Related features

Works with the rest of RecView.