Early access · Personal setup · Works alongside your current tools
01 / Prepare the call
Go into the next conversation with the context.
Choose a saved note, include its evidence, and prepare a brief for your next call.
Northstar Instruments / CFO searchSample data
Example: a consultant creates the Northstar compensation discussion call plan, selects a saved captured note, includes its evidence and refreshes the dated call brief. The selected note says: Base compensation £180–220k. Equity remains open.
Prepare a call
Call title
Northstar compensation discussion
Saved captured note
Northstar client briefing · 2 Oct Base compensation £180–220k. Equity remains open.
Example action: Create call plan
Include selected captured notes and authorized assessment and research evidence
Example action: Refresh call brief
Northstar compensation discussion
Call brief · 5 Oct 2026
Selected captured note
Northstar client briefing · 2 Oct
Base compensation £180–220k. Equity remains open.
Selected source context, ready to review before your call.
Your dated brief will appear here.
Illustrative workflow · Nothing is sentStatic example
02 / Move the mandate
Make the next action visible.
See who owns the next step, what is waiting, and what can move once a decision is recorded.
Northstar Instruments / CFO searchSample data
Example: a consultant manually marks Confirm equity range Done. Send shortlist stays To do, while its annotation changes from Waiting for equity confirmation to Dependencies complete.
Candidate conversations
Task coordination
TaskOwnerDue / dependencyStatus
Confirm equity rangeOwner: YouDue: ThursdayDone
Send shortlistOwner: YouDependencies completeTo do
Example action: mark “Confirm equity range” Done
The dependency is complete. Send shortlist stays To do until you act.
Illustrative workflow · Nothing is sentStatic example
03 / Update the client
Give the client a clear next step.
Prepare an update from recorded progress and decisions. Review the exact wording before you share it.
Northstar Instruments / CFO searchSample data
Example: Preview update, Save reviewed update, then Copy update. Progress: Two candidate conversations recorded. Next: Send the shortlist following equity confirmation. Decision needed: Confirm interview availability. Nothing is copied or sent by this illustration.
Recorded progress
Northstar Instruments CFO search
Two candidate conversations recorded
Equity range confirmed
Shortlist still to send
1Preview update2Save reviewed update3Copy update
You review the wording and share it through your usual channel.
Client update
Northstar Instruments · CFO search
Progress
Two candidate conversations recorded.
Next
Send the shortlist following equity confirmation.
Decision needed
Confirm interview availability.
Reviewed update saved
Copy update
Illustrative workflow · Nothing is sentStatic example
Tell us what you’re trying to improve. Titan reviews applications personally and follows up where there’s a suitable fit.
Five workflow questions, then your contact details.
Before you join
A few practical questions.
Does joining give me immediate access?
No. Titan reviews applications and may contact you about a suitable pilot. We cannot promise access or a response date.
Do we have to replace our current tools?
No. The starting point is one task alongside your existing systems. We will discuss which inputs and steps are practical for your firm.
What data should I share?
Keep this application free of confidential candidate or client details. Before a pilot, agree which data you are permitted to use and any approval your firm requires. Discuss storage, access and deletion requirements with us first.
What will the pilot include?
We agree a specific task, useful result, support and any terms together before onboarding. The examples above are possible starting points, not a package or guarantee.
Does Laisy send the client update for me?
You review the update, then copy or download it to share through your usual channel. The examples show sample data; they do not send messages or contact your clients.
I already have an account. What changes for me?
Keep using your existing account. Your subscription, entitlements and support continue as agreed. Sign in or contact us.