Industries · HR & Business Advisory

AI Automation for HR & Business Advisory Firms

More placements and reports, less admin.

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01Sourcing & job adsJob ad wording checks
02Screening & interviewsCandidate screening assistant
03Onboarding & HR adminOnboarding journeys
04Client reportingClient report drafts
05You approveNothing goes out unchecked

From first message to approved action. A person stays in control at every step.

01Job ad wording checks02Candidate screening assistant03Onboarding journeys04Client report drafts05You approve
Sample dashboard

Your practice at a glance, every morning

The numbers and workflow statuses I'd set up for an HR consultancy, recruiter or advisory firm, in one view. Illustrative only: a fictional practice with sample data.

Firm 1Last 30 days vs previous 30 · sample dataUpdated today, 7:00 am
CVs reviewed1,860 24%
Placements38 15%
Offer acceptance81% 4 pts
Client retention92% 2 pts

Fee income

Monthly, last 12 months
$322k 30% in 12 months
Fee income by month. Nov: $248k; Dec: $253k; Jan: $251k; Feb: $262k; Mar: $268k; Apr: $265k; May: $277k; Jun: $284k; Jul: $293k; Aug: $301k; Sep: $312k; Oct: $322k. $225k$250k$275k$300k$325k NovDecJanFebMarAprMayJunJulAugSepOct
$6.2kaverage placement fee
$86kfrom advisory retainers this month
46client reports drafted for review

Automations

Offer acceptance by sector

Offers accepted, last 90 days
Finance: 88%
Technology: 84%
Healthcare: 79%
Retail: 74%
Hospitality: 68%

Automation at work

Last 30 days
96%
CVs summarised within an hour
100%
Job ads checked for biased wording
87%
Onboarding tasks completed on time

HR consultancies, recruiters and advisory firms already run an applicant tracking system, a CRM, a document store and a stack of spreadsheets for client work. What is usually missing is the workflow between them: CVs read one by one, onboarding packs assembled by hand, and client reports rebuilt from scratch every month. I build AI workflows that summarise candidates against your criteria, automate onboarding steps and draft client reports from your data. Screening is assistive, with bias checks built in, and your consultants make every decision.

Free hiring & admin time audit

Send me one live job ad and a short description of how a role moves from brief to start date. I show you where consultant time goes, which wording to review, and the three fixes to start with.

  • Job ad wording check for one live role
  • Time spent at each stage, from brief to offer
  • Where onboarding and client reporting admin piles up
  • A simple 30-day action plan
Claim my free audit Or book a free 15-min live demo No CVs or personal data needed. Your information stays confidential and is deleted after the audit.
Time saved calculator

How much time could automation give back?

Enter your own numbers: repetitive tasks like enquiries, bookings, documents, orders and reports. Nothing is sent anywhere.

Planning assumptionsPlanning assumptions only, not a promise. A person still approves anything important.
0staff hours freed a month
0cost of that time a month
0hours a year
0full-time staff equivalent

Get my free audit
Workflow simulation

Watch two weeks of work in 15 seconds

A simulated fortnight at Firm 1. Each card is a candidate moving through your workflow, with a person approving anything important. Sample data.

Day 0 of 14
Sourcing & job ads0
Screening & interviews0
Onboarding & HR admin0
Client reporting &…0
Approved0
Candidate 1Job ad wording checks
Candidate 2Candidate screening…
Candidate 3Interview scheduling
Candidate 4Onboarding journeys
Candidate 5Client report drafts
Candidate 6Meeting notes to CRM
Candidate 7Job ad wording checks
Candidate 8Candidate screening…

    Simulation with sample data. Real timing depends on your volumes, systems and team.

    Stage 01

    Sourcing & job ads

    Clear, fair job ads that reach more of the right people.

    Job ad wording checks

    Every draft job ad is checked for wording that could put people off or exclude them, such as age-related phrases or long lists of must-haves. Neutral alternatives are suggested, and your consultant chooses the final wording.

    Simulate this for my business →
    Stage 02

    Screening & interviews

    Shortlists prepared faster, with a person making every decision.

    Candidate screening assistant

    Each CV is summarised against the skills and experience your consultant and client agree. Personal details can be hidden for the first review, nobody is rejected automatically, and a consultant decides who goes forward.

    Simulate this for my business →

    Interview scheduling

    Shortlisted candidates pick a time that suits the client panel. Invites go to everyone, calendars update and reminders go out, with no long email chains.

    Simulate this for my business →
    Stage 03

    Onboarding & HR admin

    New starters ready before day one.

    Onboarding journeys

    Contracts, access requests, welcome messages and first-week plans go out on time. Missing documents are chased automatically, and HR checks every document before the start date.

    Simulate this for my business →
    Stage 04

    Client reporting & advisory

    Less time rebuilding reports, more time advising clients.

    Client report drafts

    Monthly client reports are drafted from your data and notes, with figures, charts and commentary in your house style. A consultant reviews and signs off every report before it reaches the client.

    Simulate this for my business →

    Meeting notes to CRM

    Client meetings are summarised into decisions and actions with owners and dates. A follow-up email is drafted, sensitive matters are left to the lead consultant, and actions are logged in your CRM after checking.

    Simulate this for my business →
    10 modules

    Recruitment & advisory modules

    Ten modules that read your candidate, client and reporting data, and show where consultant time goes.

    Handbook Question Assistant

    Answers new starter, leave and policy questions from the client handbook. Sensitive matters go to an HR adviser.

    Ask for pricingSubmit the form

    New Client Accounts

    B2B growth: growing companies researched and approached with tailored outreach, sent after your review.

    Ask for pricingSubmit the form
    Ready-made software

    Need the software itself?

    Proven system we demo, set up, support and extend with AI. Pricing on a call.

    39 use cases

    Every use case, in one checklist

    For HR consultancies, recruitment agencies and business advisory firms. Tick what fits your business, then send me your list and I'll tell you where to start.

    Sourcing & job ads
    Screening & shortlisting
    Interviews & offers
    Onboarding & HR admin
    Client reporting & advisory
    Business development & insights
    0 use cases picked. Tick the ones that fit your business. Book a call about these Email me my list
    Starter packs

    Start with a pack, not a platform

    Each pack bundles the use cases that work best together, so you get a working result first and add more once it pays off.

    Recruitment Pack

    Best for: Recruiters and HR consultancies that want fairer ads and faster shortlists.

    Pricing depends on your number of consultants, clients and the systems you use, so I scope it with you on a short call. Ask for pricingSubmit the form

    Onboarding & HR Admin Pack

    Best for: Outsourced HR teams that want new starters ready and fewer routine questions.

    Pricing depends on your number of consultants, clients and the systems you use, so I scope it with you on a short call. Ask for pricingSubmit the form

    Advisory Pack

    Best for: Advisory firms that want client reports and meeting actions done in less time.

    Pricing depends on your number of consultants, clients and the systems you use, so I scope it with you on a short call. Ask for pricingSubmit the form

    Practice Growth Pack

    Best for: Firms that want a clear daily view and new client accounts.

    Pricing depends on your number of consultants, clients and the systems you use, so I scope it with you on a short call. Ask for pricingSubmit the form
    Inquiry form

    Tell me about your HR or advisory firm

    Fill in this form. Your details go to shahzad@shazzbiz.com and you get a short plan with your quickest wins and pricing. Questions first? Ask on WhatsApp.

    Takes about two minutes. You get a short plan with your quickest wins, and your free offer on request.

    About you

    What you need

    What would you like to automate or improve?
    Would you like the free hiring and admin audit first?
    Still have questions? Chat on WhatsApp
    By sending, you share these details with ShazzBiz only, to prepare a plan. See the Privacy Policy.
    FAQ

    Questions I get asked

    Something else on your mind? Ask me on a short call.

    Will this work with the systems we already use?

    Yes. I build on top of your applicant tracking system, CRM and document tools, for example Bullhorn, Workable or HubSpot, plus Microsoft 365 or Google Workspace. Where a system has an API or integration, I connect to it directly. Where it does not, we use exports, shared folders or simple forms. Your consultants keep working in the tools they know.

    Will AI decide which candidates move forward?

    No. Screening is assistive. The AI summarises each CV against criteria your consultant and client agree, and a person makes every shortlisting, interview and hiring decision. Candidates are never rejected automatically. We run regular bias checks on outcomes, use anonymised first reviews where useful, and keep a record of how criteria were applied.

    How do you manage bias and fairness?

    Bias checks are part of the build, not an add-on. Job ads are checked for exclusionary wording, criteria are reviewed before screening starts, and outcomes are compared across groups at regular intervals. If a pattern looks wrong, the workflow is paused and reviewed. This supports your obligations under equality and employment rules where you operate, and your team stays accountable.

    How do you protect candidate and client data?

    CVs, HR records and client financials are confidential. Before building, we settle what the AI can access, where data is stored and processed, including data residency, and how long it is kept, in line with UK GDPR, the UAE's PDPL or other rules where you operate. Access is limited by role and logged, and each client's data is kept separate.

    Can AI write advice for our clients?

    It can draft, but your consultants advise. Reports, commentary and policy updates are drafted from your data, notes and approved sources, then reviewed and signed off by the person responsible. The AI does not give legal or employment law advice on its own, and sensitive matters, such as disciplinary or redundancy cases, are handled by your team.

    Do I need to be technical?

    No. I set everything up, connect the tools and show your team how it works. Day to day, consultants review summaries, approve drafts and read the morning dashboard, all from tools they already use. If something needs changing, like a new report template or screening criteria, you tell me in plain language and I update it.

    How long does it take, and what does it cost?

    It depends on your tools, the size of your firm and the use cases you start with. A first workflow, such as CV summaries or client report drafts, can often be running within a few weeks. A short call gives you a clear scope, timeline and price for the first step, so you know what you are getting before any work starts.

    Want to see these workflows in your business?

    Free 15-minute call · I'll point out your quickest win · No obligation

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