Who it’s for · a live-Demo walkthrough

Every board seat. Every next conversation.

Walk through Morgan’s board work, meetings and possible conflicts. Then see the next-seat search and the project at home.

Meet Morgan Ellis. Fictional people and sample data, straight from the demo.

Choose a space to walk through

Career Household All spaces

Each view shows only its screens, features and sample data. All spaces is read only.

Morgan’s Career

Career holds Morgan’s board seats and next-seat search. Start with Board only, then choose another Career filter.

Morgan’s real Today overview shows Harrowpoint Foundation under Your roles and upcoming board-search calls. The screen header reads Career. — Real live-Demo screen · fictional data.
See the boards and the next conversation

Step 1

See the boards and the next conversation

Morgan’s real Today overview shows Harrowpoint Foundation under Your roles and upcoming board-search calls. The screen header reads Career.

Board seats and client roles Premium Portfolio · Free: 1 client or seat
Keep the role, stage and next date together. Free and Premium include one client or seat; Premium Portfolio has no limit.
Board only Premium Portfolio · Free: 1 client or seat
Focus the role view on boards.

Fictional live-Demo sample
Organization	Role	Pay
Harrowpoint Foundation	Independent director	$12,000 / year
Ravensholm Credit Union	Director and risk committee chair	$28,000 / year

Morgan’s Harrowpoint Foundation seat with upcoming board meetings and the yearly fee. — Real live-Demo screen · fictional data.
Keep meetings and term reminders with the seat

Step 2

Keep meetings and term reminders with the seat

Harrowpoint Foundation includes a Q4 board meeting, an audit committee meeting and a board retreat. Its term reminder is set 60 days ahead.

Board and client meetings Premium Portfolio · Free: 1 client or seat
Keep the next meeting beside the role.
Terms and renewal reminders Premium Portfolio · Free: 1 client or seat
Record when a role ends or renews and how far ahead to be reminded.

Fictional live-Demo sample
Harrowpoint Foundation	Setting
Q4 board meeting	Meeting
Audit committee: auditor exit meeting	Meeting
Board retreat	Meeting
Term reminder	60 days before

Morgan’s Harrowpoint Foundation seat showing a conflict to watch with Thistlebury Health Network. — Real live-Demo screen · fictional data.
Notice a possible conflict before saying yes

Step 3

Notice a possible conflict before saying yes

Harrowpoint Foundation flags the Thistlebury Health Network board search as a conflict to watch. It is a personal reminder, not compliance advice.

Conflicts to watch Premium Portfolio · Free: 1 client or seat
Flag a possible clash before taking another role. A personal reminder, not legal or compliance advice.

Fictional live-Demo sample
Board record	Company to watch
Harrowpoint Foundation	Thistlebury Health Network
Ravensholm Credit Union	Fennick Bancshares

Morgan’s board search pipeline with Calderwyn, Thistlebury and Fennick opportunities. — Real live-Demo screen · fictional data.
Keep the next seat’s search together

Step 4

Keep the next seat’s search together

Track the search stage, the people and what is next.

Search pipeline Free, up to 5 live opportunities
See the stage, next step and follow-up for each conversation. Premium removes the live-opportunity limit.
Recruiters and people Free
Keep the people behind a role with that conversation.
Prep sheets Premium
Bring the role, people and open commitments together before a call.

Fictional live-Demo sample
Company	Role	Stage	Pay
Calderwyn Utilities	Independent director	Screening call	$95,000 base / year
Thistlebury Health Network	Independent director	Interviewing	$0 base / year
Fennick Bancshares	Audit committee chair	Recruiter contact	$70,000 base / year

Morgan’s roof project

The roof project stays separate from board work.

Tornhill Roofing has quoted $14,200. Summerlath Roof Co is still at Asked for a quote; Summerlath hasn't sent its quote yet. — Real live-Demo screen · fictional data.
Keep the roofer’s quote with the project

Step 1

Keep the roofer’s quote with the project

Tornhill Roofing has quoted $14,200. Summerlath Roof Co is still at Asked for a quote; Summerlath hasn't sent its quote yet.

Projects and contractors Included
Group the project and the helpers you are considering.
Costs Included
Keep quotes, invoices and paid items with the space.
Quote compare and attachments Included
Compare the helpers and their quotes side by side, with files beside the price.

Fictional live-Demo sample
Helper	Stage	Quote
Tornhill Roofing	Got a quote	$14,200
Summerlath Roof Co	Asked for a quote	Quote not in yet

Morgan’s real demo roof comparison showing Summerlath Roof Co with a quote still outstanding and Tornhill Roofing at $14,200, with the row labels visible. — Real iPad live-Demo screen · fictional data.
Morgan’s roof quote comparison

Step 2

Know what is still outstanding

The to-dos ask Morgan to nudge Summerlath and compare the quotes. See the quote received beside the quote still outstanding.

Quote compare and attachments Included
Compare the helpers and their quotes side by side, with files beside the price.
Today and assigned to-dos Included
See what is due and who is doing it.

Fictional live-Demo sample
To-do
Nudge Summerlath for a quote
Compare roof quotes side by side

Morgan’s whole week, read only

Morgan’s board work, next-seat search and roof project belong to one week, not one shared record. In the app, All spaces brings Today and the calendar together. Here's how the week looks across spaces.

Morgan’s All spaces Today view, read only, with Career and Household groups. — Real live-Demo screen · fictional data.
Look across spaces, then open one to make a change

Step 1

Look across spaces, then open one to make a change

Demo dates move with the day you open it.

All spaces, read only Included
Look at Today and the calendar across spaces. Open the item’s own space to make a change. Only you see the combined view.

Fictional live-Demo sample
Space	Item	Relative date
Career	Harrowpoint Foundation: Q4 board meeting	1 day after opening Demo
Career	Thistlebury Health Network: Interview with the nominating committee	2 days after opening Demo
Household	Nudge Summerlath for a quote	1 day after opening Demo

One life, separate spaces.

The core work comes first. Use the space choices above to look at the rest without mixing the records. Sharing one space does not share the others. How spaces work.

Your assistant prepares updates. You review them and bring them in.

Try the fictional Demo

Open Settings, Help and demo, choose Morgan Ellis, then Turn on selected demo. Your own information stays as it is. Demo unlocks the features to explore; the labels here show the plan needed outside Demo. Compare plans and Free limits.

Executive search Fractional Photo and video Household Caregiving

Principal Seat is on the App Store

For iPhone, iPad, Mac and Apple Watch.

Download on the App Store