Overview
This is your menu. It walks through every skill your Claude Ops Manager can run for Search Consultants Inc — placing elite Sales, Marketing & Product talent with legaltech and legal-services companies across the US — and gives you the exact plain-English phrase to trigger each one.
You don't need to memorize commands or learn anything technical. Tell Claude what you want the way you'd brief a sharp new associate, and it takes it from there: searching the web and your ATS, drafting in your voice, building proposals, and keeping your Dream 100 warm.
HOW TO USE THIS BOOK
Each skill gives you three things: What it does (one plain sentence), Say this (a ready-to-type example in your world), and Great for (the moment you'd reach for it). Skim to the section you need and start there.
THE ONE COMMAND TO REMEMBER
Whenever you're not sure what to do next, just type /use-cases (or say "show me what you can do"). Claude reprints this menu, personalized to your latest setup.
Firm & role
Search Consultants Inc — Michael Scott, Founder / Recruiter (21 years)
Who you place
Sales, Marketing & Product talent — Account Executives, Product Managers, Marketing Managers, plus VPs & Directors
Where you place
Legaltech & legal-services companies, US nationwide
Your voice
Confident authority, bold and contrarian, educational — never politics or religion
🔎 Find Candidates & Clients
Your engine for putting the right people in front of you — both the talent you place and the companies you want as clients.
Source candidates — your #1 play
What it does: Searches the open web and LinkedIn for people matching a role, ranks each one 0–100 against your brief, finds their verified email and phone, and hands you a clean list — with the top 5 summarized in chat.
"Source 50 Account Executives at legaltech vendors, US nationwide, 5–15 years selling SaaS into law firms."
Great for: Kicking off a new search the moment a req lands — the same play you run in Manus today, now side by side in Claude so you can keep whatever wins.
GOOD TO KNOW
Default is 50 candidates and it excludes interns, students, and contractors automatically. Claude always asks before adding anyone to Recruiterflow — nothing is pushed without your OK. You can also have it search your existing Recruiterflow database alongside the web.
Build & nurture your Dream 100
What it does: Builds and ranks a list of your top long-game target companies (legaltech, legal vendors, SaaS), finds the Sales-leadership and C-suite buyers inside them, and tells you who to warm up each week with a specific, personal touch.
"Add Litera to my Dream 100 and find the VP of Sales and CRO."
"Who in my Dream 100 should I engage this week, and what should I say?"
Great for: Staying top-of-mind with the accounts you want to be retained on — so you're the call they make when they need their next AE, PMM, or Head of Sales.
ALREADY LOADED
Your eight Tier-1 targets are seeded: Harvey, Clio, Filevine, Ironclad, Darrow, CSC Global, Relativity, and Tort Experts. Just say the word to add your existing-relationship accounts.
Enrich contacts with verified details
What it does: Finds verified work email and phone for any person from a LinkedIn URL or a name + company — built right into sourcing and Dream 100, or on its own.
"Get me the email and phone for this Head of Marketing at Filevine."
Great for: Turning a name into a reachable contact before you add them to a pipeline.
📄 Branded Documents
Turn a candidate's details into a polished, on-brand resume you can send straight to a client.
Branded Resume
What it does: Builds a professional candidate resume in the Search Consultants house style — a navy-blue sidebar with a circular headshot (or clean initials), a two-column layout, and your branding throughout. Start from a headshot, a LinkedIn PDF, or an existing resume, and Claude reformats it into the SCI template.
"Build a branded resume for this AE candidate from their LinkedIn PDF."
"Reformat this candidate's resume into our SCI template with their headshot."
Great for: Sending a client a clean, consistent, branded write-up of a candidate — not the messy original — so every submission looks like it came from Search Consultants.
HOW TO FEED IT
Give Claude a headshot photo, a LinkedIn profile PDF, or the candidate's existing resume — any one is enough. No photo? It uses tidy initials in the sidebar instead.
🤝 Win Business
Turn a pitch call into a polished, ready-to-send proposal — and put your best candidates to work generating brand-new searches.
Build a retained-search proposal from a call
What it does: Reads your pitch-call transcript (Fireflies or Recruiterflow Aria), pulls out the client's real pain points and the role, and builds a tailored, executive-grade proposal — plus a matching contract draft if you want one.
"Build a proposal from my call with the VP of Talent at Ironclad — two AE roles, retained."
Great for: Getting a sharp proposal out the same day as the call, while it's fresh.
YOUR TERMS, BAKED IN
Defaults to your standard terms — 25% fee, 90-day credit-or-replacement (12-month pro-rated on retained), Net 30 from offer acceptance — and you can override any of them per client. It feels handcrafted from the call, not templated. You always send it, never Claude.
Run an MPC campaign
What it does: Takes one of your Most-Placeable Candidates and runs the whole play: writes a blind profile (no name), finds ~25 fit companies showing hiring or growth signals, identifies the right hiring manager at each, finds their verified email, and drafts a three-email sequence in your voice — ready to launch in Instantly.
"Build an MPC campaign for my VP of Sales candidate — target legaltech vendors, about 25 companies."
"How's my VP of Sales MPC campaign doing?"
Great for: Creating demand instead of waiting for it — turning one great candidate into multiple new searches.
THREE APPROVAL GATES — YOU'RE IN CONTROL
Nothing spends or sends without your yes. You approve (1) the company list, then (2) the hiring-manager list before any contact-lookup spend, then (3) the email copy before anyone is enrolled. The campaign lands in Instantly as a draft — you launch it.
🧠 Your Second Brain
This is the memory for your whole business, not just your pipeline. Your fee structures and when to use each one. Why you picked a build partner. What your content pillars are. How you run a discovery call. Who really signs at an account, and what the last search like this one taught you. Anything you'd otherwise carry in your head, lose in an inbox, or re-decide from scratch a year later.
WHAT IS ALREADY IN THERE
About 8,800 notes, kept current automatically. Some of it is client history: every company, contact, deal, and search assignment, with its Recruiterflow record attached. But it also holds the parts of the business no ATS has a field for — your playbooks (pricing and fee structures, retained search process, discovery call, BD and candidate outreach), your decisions with the reasoning and the terms behind them, your market map and its themes, your content pillars and idea backlog, your meeting notes, and reference pages on your own tools. You do not have to fill it. It is already full — the point is to ask it things.
Tell it something worth remembering
What it does: Takes anything worth keeping and files it on the right page — a company's relationship log, a person's history, a playbook, a decision, your content backlog. You never pick the folder; Claude routes it and tells you where it went.
"Note this down: Clarra's GC is the real budget holder, not the VP Sales. Nothing moves until she's in the room."
"Note this down: dropping the volume discount below three searches kills the margin. Don't offer it again."
"Remember this for my content: the best-performing angle this quarter was hiring managers over-indexing on legaltech domain experience."
Great for: The five minutes after a client call, but also the moment you decide how you price something, why you picked a vendor, or what you'd do differently next time.
GOOD TO KNOW
Also works with no thinking at all: say "capture this session" at the end of any conversation that touched a client, deal, or candidate, and Claude sweeps the whole chat for anything worth keeping.
Ask it what you already know
What it does: Answers from your own history first, with citations back to the exact notes, before it ever reaches for the open web. This is the one that pays you back — it surfaces things you genuinely forgot you knew.
"What do we know about US Legal Support?"
"What do we normally charge for a leadership search plus a team build?"
"Why did we go with Pin over SourceWhale?"
"What have we learned about intake calls that go badly?"
Great for: Ten minutes before a call with someone you last spoke to eighteen months ago — or any moment you're about to re-decide something you already decided once.
Drop in a document and let it read it
What it does: Anything you put in the vault's raw folder — a signed agreement, a market report, a set of notes — gets read and folded into the right pages on its own. Drop the file; that is the whole job.
"Process what's in raw."
Great for: Executed agreements and research PDFs you want searchable later instead of buried in Dropbox.
Run the weekly tidy-up
What it does: Checks the vault for loose ends — notes filed nowhere, facts that now contradict each other, pages going stale — and hands you a short list to settle.
"Run the weekly review."
Great for: A Friday habit, in the same slot as your content review.
WHAT GOES WHERE
The brain is the default home for anything you know about your business. The only real carve-out: Recruiterflow stays the system of record for live pipeline mechanics — stages, CVs, candidate email — because that's operational state that changes daily and needs to be correct right now, not remembered.
Everything else belongs in the brain, whether or not a client is attached: how you price, how you run the process, what you decided and why, what the market is doing, what to write about, what a search taught you. The test isn't "is this about a deal." It's "would I be annoyed to have to work this out again from scratch?"
📊 Market Research
Your weekly legaltech sweep and a living map of the market — not headlines, but insights you can mine for content, Dream 100 engagement, and a clear view of who's out there.
Run the weekly research digest
What it does: Sweeps legaltech trade press, funding news, and local hiring signals, then hands you a curated digest: funding moves, exec hires, GTM-team builds, and AI-in-legal narratives — each with a one-line read on what it means for your placements.
"Run my weekly research sweep."
"Research e-discovery hiring in Austin this week."
Great for: Your Wednesday-morning intel pull — it feeds your content ideas and flags which Dream 100 targets just lit up.
DREAM 100 WATCH
Every sweep cross-checks your eight Tier-1 targets for hiring and funding signals — so a new round or a fresh CRO hire becomes a reason to reach out, every time.
See your whole market on one screen
What it does: Opens your Market Map dashboard — every company you track, in one branded view: how many you're covering per segment, the split by tier and size, and where the revenue sits. It's the picture you'd want on screen when deciding where to aim next quarter.
"Rebuild my market map dashboard and open it."
Great for: Quarterly planning, and any moment you want to see coverage rather than scroll a list of companies.
WHAT'S IN IT TODAY
2,047 companies across your three segments — Legal Tech, Litigation Support Services, and Tax Technology — including 228 Tier 1 targets. This is a living map: it grows every time you add companies, and the dashboard is rebuilt from your Airtable on demand, so what you see is current as of the last rebuild.
Add or update companies in your Legaltech Market Map
What it does: Adds legaltech companies to your market map, classifying each by segment and category and researching the essentials — tier, size, HQ, website — before anything is saved, so rows never land half-filled.
"Add these five legaltech vendors to my market map."
"How many companies in the market map still need enrichment?"
Great for: Building the universe of accounts you work from, kept clean and complete.
RESEARCHED, NOT GUESSED
Every company is enriched from web research before it's saved. No row goes in with just a name.
🗂️ ATS/CRM (Recruiterflow)
Everything you'd do in Recruiterflow, you can do by just asking — candidates, contacts, clients, jobs, deals, pipelines, placements, campaign reports, and call transcripts.
Pull up records & pipelines
What it does: Looks up any candidate, client, or job, summarizes the record and its recent activity in plain language, and shows you the pipeline for a role.
"Pull up the pipeline for my AE search at Clio."
"Show me the 10 most recently added candidates with title, company, and location."
Great for: A quick read on where a search stands without clicking through Recruiterflow.
Update records & log activity
What it does: Moves candidates between stages, logs notes and calls, opens or closes jobs, and updates deals — showing you exactly what will change first.
"Move Sarah to the client-interview stage on the Filevine search and log a note."
Great for: Keeping your ATS current without breaking your flow.
SAFE BY DEFAULT
Reading anything is free and instant. Every change — adding a candidate, moving a stage, enrolling in a campaign — needs your yes in the moment first. Nothing client-facing happens on its own.
Transcribe a call recording
What it does: Takes a Recruiterflow call recording (MP4 or WAV) and produces a clean, speaker-labeled transcript, so you have the call in text without listening back.
"Transcribe my intake call recording from Recruiterflow."
Great for: Capturing what was said on a pitch or intake call, then handing it straight to the proposal builder.
🧑💼 Eva — AI Assistant
Eva is your AI EA. Address her by name, or forward anything to eva@searchconsultantsinc.com, and she handles the admin around your day.
Hand off email, calendar, and follow-ups
What it does: Eva drafts and replies to email in your voice, manages your Google Calendar, sends SMS to a contact or candidate, pulls together deliverables from Drive / Recruiterflow / local files, and watches a thread to follow up when someone goes quiet.
"Eva, reply to this client and find us three times next week."
"Eva, text the candidate to confirm Thursday at 2."
Great for: Getting the back-and-forth off your plate while you stay in the loop.
SHE ALWAYS DRAFTS FIRST
Every outbound email and SMS waits for your OK before it sends. Eva never sends on her own.
Schedule candidate–client interviews
What it does: Forward a client thread to Eva and she runs the whole interview loop: gathers the client's times from the thread, gets each candidate's availability by text or email, books a Google Calendar invite with an open Meet, writes the note to Recruiterflow, confirms the client, and sets a next-morning check — so you're not playing scheduling tennis.
"Eva, set up the interviews from this client thread."
"Eva, get times from the candidate and book the Filevine interview."
Great for: Getting candidates in front of clients fast, without the back-and-forth landing on your plate.
Check interview status
What it does: Gives you a clean read on every interview in flight — who's booked, who you're waiting on (client or candidate), the agreed slot and Meet link, and anything that needs your approval — so nothing stalls silently.
"Eva, what interviews are in flight?"
"Eva, who are we waiting on for scheduling?"
Great for: A quick glance to see what's booked and what needs a nudge.
✍️ Content & LinkedIn
Your LinkedIn and Beehiiv newsletter engine — three posts a week in your real voice, across your seven content pillars. Drafts only; you approve in your daily review.
Get post ideas for the week
What it does: Hands you 3–5 sharp post ideas mapped to your pillars and tied to this week's real legaltech signals.
"Give me three post ideas this week on hiring trends in legaltech."
Great for: Beating the blank page on a Monday.
Draft a full post in your voice
What it does: Writes a complete LinkedIn post — two variants — in your confident, contrarian, educational register, with a hook that lands in the first two lines.
"Draft a bold post on why law firms hiring their first CRO get the GTM build wrong."
Great for: Turning one idea into something you can post today.
Build a whole week & the newsletter
What it does: Produces a three-post week rotating across your pillars, then rolls the same content into a Beehiiv-ready newsletter draft.
"Build my three posts for this week and turn them into the newsletter."
Great for: Filling your week's content queue in one sitting.
YOUR RULE, ALWAYS
Everything is a draft. Nothing posts without your approval. You review in ~30 minutes a day and mark each post approved or send it back for a revise. Momentum over hard CTAs early on.
🌐 Website Management
Build and prepare the Search Consultants Inc marketing site — hero, services, industries, and an insights blog connected to your LinkedIn posts.
Build & deploy your site
What it does: Generates your full marketing site — home, about, services (Retained, Contingency, Interim, Executive), industries, insights blog, and contact — then preps it for deployment on Vercel.
"Build my marketing site and get it ready to deploy."
Great for: Standing up a clean, professional site that points everyone to your discovery call.
YOUR CALL ON THESE
A few things Claude will flag rather than guess: your brand colors, your font, the final headline wording, and which placements to feature. Deploying live always waits for your explicit go-ahead.
⚙️ Admin & Setup
Keep an eye on the whole system and fine-tune your setup whenever something changes.
Check system status
What it does: Gives you a short health check — candidates added this week, Dream 100 signals, content cadence, proposals in flight, and whether every integration is connected.
"Give me a status report."
Great for: A Monday-morning glance to see everything's running and nothing's stalled.
Update your profile & preferences
What it does: Walks you through changing any part of your setup — your voice, your terms, your ICP, your Dream 100 relationships, your brand details — one section at a time.
"Update my brand colors and add my existing-relationship accounts to the Dream 100."
Great for: Filling in the few things still marked "to confirm," or revising anything as your business shifts.
You don't need to remember commands — just tell me what you want in plain English, and I'll take it from there.