Who it’s for · a live-Demo walkthrough

Clients, renewals and the next mandate.

Walk through Dana’s fractional CFO work first. The permanent-role search, house move and shared family tasks have their own views.

Meet Dana Whitfield. Fictional people and sample data, straight from the demo.

Choose a space to walk through

Career Household Caregiving All spaces

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

Dana’s Career

Career holds Dana’s fractional clients and permanent-role search. Start with Fractional. Board is available when a board seat is in the demo.

Dana’s live Today screen lists Corriemont Capital, Kestrelfold Analytics and Saltreach Senior Living. The screen header reads Career. — Real live-Demo screen · fictional data.
See the clients you are working with

Step 1

See the clients you are working with

Dana’s live Today screen lists Corriemont Capital, Kestrelfold Analytics and Saltreach Senior Living. 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.
Fractional Premium Portfolio · Free: 1 client or seat
Focus the role view on fractional client work.

Fictional live-Demo sample
Client	Role	Pay
Corriemont Capital	Fractional CFO	$9,000 / month
Saltreach Senior Living	Fractional CFO	$5,000 / month
Kestrelfold Analytics	Fractional CFO	No amount in the demo

Dana’s Corriemont Capital fractional CFO seat with renews and a 60 day reminder. — Real live-Demo screen · fictional data.
See what renews and what ends

Step 2

See what renews and what ends

Corriemont Capital renews; Saltreach Senior Living ends. Both have a 60-day reminder in the demo. No fixed calendar dates are invented here.

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.
Board and client meetings Premium Portfolio · Free: 1 client or seat
Keep the next meeting beside the role.

Fictional live-Demo sample
Client	At the end	Reminder
Corriemont Capital	Renews	60 days before
Saltreach Senior Living	Term ends	60 days before

Dana’s Kestrelfold Analytics exploring seat with a conflict to watch. — Real live-Demo screen · fictional data.
Check the next mandate before accepting

Step 3

Check the next mandate before accepting

Kestrelfold Analytics is Exploring, with a possible conflict involving Corriemont Capital. Leah Ford is the lead’s referral contact.

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.
Recruiters and people Free
Keep the people behind a role with that conversation.

Fictional live-Demo sample
Client lead	Stage	Referral
Kestrelfold Analytics	Exploring	Leah Ford

Dana’s Marisford Health Chief Financial Officer search at Interviewing. — Real live-Demo screen · fictional data.
Weigh the next role

Step 4

Weigh the next role

Marisford Health is at Interviewing for Chief Financial Officer.

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.
Prep sheets Premium
Bring the role, people and open commitments together before a call.
Compensation compare Premium
Put offers side by side, including the role you have now.

Fictional live-Demo sample
Company	Role	Stage	Pay
Marisford Health	Chief Financial Officer	Interviewing	$285,000 base / year

Watch Dana’s Demo film

Dana and Ben’s move

The house move is shared with Ben Whitfield, an Editor.

Copperfen Movers is Hired. Bramblegate Moving has Got a quote. No mover prices are in the demo, so none are shown. — Real live-Demo screen · fictional data.
Keep movers and stages with the move

Step 1

Keep movers and stages with the move

Copperfen Movers is Hired. Bramblegate Moving has Got a quote. No mover prices are in the demo, so none are shown.

Projects and contractors Included
Group the project and the helpers you are considering.

Fictional live-Demo sample
Mover	Stage
Copperfen Movers	Hired
Bramblegate Moving	Got a quote

The calendar shows Moving day and the tasks around it. — Real live-Demo screen · fictional data.
Keep moving day and shared to-dos in view

Step 2

Keep moving day and shared to-dos in view

The calendar shows Moving day and the tasks around it.

Space calendar Included
See the space’s dated tasks and visits together.
Today and assigned to-dos Included
See what is due and who is doing it.
Share a space Free with 1 person
Choose an Editor or Viewer. Premium shares with up to 5 people.

Fictional live-Demo sample
To-do	Assigned to
Pack the home office	Dana Whitfield
Book the elevator at the new place	Ben Whitfield

Caregiving for Mom

Sam Patel and Dana Whitfield share the practical work: rides, home help and to-dos. This is not for medical records.

The live Demo groups ride help and home help under “Weekday rides and home help for Mom”. — Real live-Demo screen · fictional data.
Find the help Mom needs

Step 1

Find the help Mom needs

The live Demo groups ride help and home help under “Weekday rides and home help for Mom”.

Finding help Included
Keep ride help and home help in separate groups, with a stage for each helper.
Projects and contractors Included
Group the project and the helpers you are considering.

Fictional live-Demo sample
Helper	Stage
Merricklane Rides	Picked
Fennbrook Neighbor Drivers	Called
Hollyvale Home Helpers	Visit set
Marrowgate Home Help	Called

Sam’s real demo comparison showing Hollyvale Home Helpers at $320 and Marrowgate Home Help at $285, with the row labels visible. — Real iPad live-Demo screen · fictional data.
Sam’s home help comparison

Step 2

Compare home help quotes

Keep the two weekly home help quotes together. Compare the helpers’ stages and weekly costs side by side.

Quote compare and attachments Included
Compare the helpers and their quotes side by side, with files beside the price.
Costs Included
Keep quotes, invoices and paid items with the space.

Fictional live-Demo sample
Provider	Weekly home help quote
Hollyvale Home Helpers	$320
Marrowgate Home Help	$285

Dana Whitfield is the Editor; Sam Patel is Owner. The live members screen correctly marks only Dana as You. — Real live-Demo screen · fictional data.
Share the work, not every space

Step 3

Share the work, not every space

Dana Whitfield is the Editor; Sam Patel is Owner. The live members screen correctly marks only Dana as You.

Share a space Free with 1 person
Choose an Editor or Viewer. Premium shares with up to 5 people.
Today and assigned to-dos Included
See what is due and who is doing it.

Fictional live-Demo sample
To-do	Assigned to
Compare the two home help quotes for Mom	Sam Patel
Drive Mom to the farmers market	Dana Whitfield
Share Mom's weekday ride times	Unassigned

Dana’s live Demo calendar shows the ride and the related to-do. This is the same shared Caregiving space, seen by its Editor. — Real live-Demo screen · fictional data.
Keep the ride and its to-do in view

Step 4

Keep the ride and its to-do in view

Dana’s live Demo calendar shows the ride and the related to-do. This is the same shared Caregiving space, seen by its Editor.

Space calendar Included
See the space’s dated tasks and visits together.
Today and assigned to-dos Included
See what is due and who is doing it.

Fictional live-Demo sample
Event	Duration
Ride Mom to the farmers market on Saturday	90 minutes

Dana’s whole week, read only

Dana owns Household with Ben as Editor, and is an Editor in Sam’s Caregiving space. In the app, All spaces brings Today and the calendar together. Here's how the week looks across spaces.

Dana’s All spaces Today view, read only, with Career, Household and Caregiving 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	Corriemont Capital: Monthly close review	3 days after opening Demo
Household	Book the elevator at the new place	3 days after opening Demo
Caregiving	Drive Mom to the farmers market	2 days 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 Dana Whitfield, 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 Board Photo and video Household Caregiving

Principal Seat is on the App Store

For iPhone, iPad, Mac and Apple Watch.

Download on the App Store