High-touch search, properly modeled.
Retained, leadership, and specialized search. Fewer placements, far more relationship depth per search — and a platform that has to protect confidentiality while still giving partners a real view of the business.
Where we focus
What search firms need that contract staffing builds don't.
The search is the record
Retained work isn't a req with stages. Long lists, market maps, assessments, and client reporting need first-class structure — not notes buried on a contact.
Confidentiality by design
Off-limits rules, confidential mandates, and partner-level visibility modeled in sharing before anyone builds a page layout.
Relationship intelligence
Who knows whom, who placed whom, and which conversations are already in flight — surfaced when a partner opens the account, not buried in email.
Fee stages and practice reporting
Retainer, milestone, and completion billing tracked per search, rolled up by practice group, office, and partner without a month-end spreadsheet.
How the work usually breaks down
Four surfaces that decide whether partners use it.
Business development
Partner-led pipeline, referrals, and prior client relationships in one view.
Research & market maps
Long lists, target companies, and coverage built by researchers, reused later.
Candidate assessment
Structured interview notes, competencies, and client-ready candidate reports.
Client reporting
Progress updates partners can send without rebuilding them in a deck each week.
Helpstone in practice
Search firms already work with us.
Odgers Berndtson, a global executive search firm, is one of the organizations that works with Helpstone, and their logo sits on our client wall with their permission.
We don't publish engagement details or outcomes unless a client has approved them, so nothing on this page is presented as a case study. If you want specifics on search experience before you engage us, ask — we'll be direct about what we have and haven't done.
Odgers BerndtsonFAQ
What search leaders ask us first.
- Is Salesforce a fit for retained search?
- Yes, and often a better one than a packaged search tool — because search firms need relationship intelligence, business development, and delivery in the same place. The work is in modeling the search itself properly.
- How do you handle confidentiality?
- Sharing and visibility are design decisions, not afterthoughts. Confidential searches, off-limits rules, and partner-level access get modeled explicitly before anything is built.
- Can you support global practices?
- We've worked with firms operating across multiple countries and practice groups — multi-currency fees, local data expectations, and practice-level reporting included.
- What about research teams?
- Researchers and consultants work differently. We build separate surfaces for long-list building, market mapping, and candidate assessment rather than forcing one pipeline view.
Give partners a platform worth opening.
An Org360 gives you an honest read on how searches, relationships, and client reporting are handled today — and what to fix first.