Tasks, Alerts & Approvals

The operating rhythm of the family office

Tasks & Workflows runs the office's day-to-day: work items with owners, priorities and due dates, recurring task templates for repeatable processes, and approval requests that give decisions a recorded chain.

Behind it sits a rule-driven alerts engine: configurable rules watch expiry dates, renewal deadlines and thresholds across all record types and raise in-app alerts ahead of time — the same engine that powers the Today view and dashboard attention items.

Tasks, templates and approval chains
Sample data — Tasks, templates and approval chains

Capabilities

  • Task management

    Owners, priorities, due dates and status across the office.

  • Recurring templates

    Repeatable processes captured once, run on schedule.

  • Approval chains

    Requests and sign-offs with a recorded decision trail.

  • Rule-driven alerts

    Configurable rules watch every deadline across all record types.

Record Types

TaskTask templateApproval requestAlert rule

Explore more capabilities

Document Vault & Data Rooms

A categorized, org-isolated document vault with OCR-assisted capture — plus scoped data rooms for time-limited, audited external sharing.

Readiness & Reporting

A 147-item readiness framework scored across 12 pillars, a document checklist, gap register and exportable reports.

Family Life

A shared family calendar, travel records, subscriptions and memberships, and a knowledge base that preserves what the family knows.