For principals and private-office teams
Every important decision. Clearly presented.
Principal Approval Desk gives principals, chiefs of staff and private-office teams one secure place to prepare, approve and track important decisions.
The demo opens instantly — no account, no card, fictional data only.
Approve emergency roof repair at the townhouse
Recommended: proceed with Hargreave & Sons — insurer has pre-approved the scope and works can begin this week.
Important decisions shouldn’t live in forwarded emails, group chats and hallway conversations.
A principal’s attention is the scarcest resource in a private office. Approval Desk turns fragmented requests into clear, documented decisions that take minutes — with a permanent record of who asked, who decided, and what happened next.
Built for how private offices actually work
Reduce decision overload
Every request arrives as a concise decision card: what is being asked, what it costs, what is recommended, and what happens if nothing is done.
Replace fragmented approvals
No more chasing decisions across email threads, messages, spreadsheets and calls. One private place, one clear queue.
Concise recommendations
Staff state their recommendation and reasons up front, so a principal can act in seconds — not read for minutes.
A complete decision history
Every submission, comment, approval and delegation is permanently recorded in an immutable audit trail.
Accountability after approval
Approved work is tracked to completion, so decisions turn into outcomes — not forgotten emails.
Protect sensitive information
Confidentiality levels, role-based access and organisation isolation keep private matters private.
Wealth is managed. Households are staffed.
Decisions deserve the same care.
From request to record in three steps
Staff prepare the decision
An assistant or manager creates a structured request: context, options, costs, risks, documents and a clear recommendation.
The principal decides
The decision card takes 30–90 seconds to process. Approve, reject, request changes, defer or delegate — with an optional note.
Everything is recorded
The team is notified instantly, approved work is tracked to completion, and the full history is preserved for the record.
Discretion by design
Private matters stay private
Role-based permissions are enforced on the server, every organisation’s data is isolated, documents are served only through signed, permission-checked links, and four confidentiality levels — up to Principal Only — control who sees what. Every material action is recorded in an immutable audit trail.
The Ashbourne Private Office · a fictional demonstration
See it working in the next thirty seconds
Step into a complete demonstration workspace as the principal — fifty decisions, ready for your judgement.