Designed for real-world teams
Different industries. One better way to get things done.
From campaigns and hiring to properties, events, travel, sales, and operations, Private Attaché gives teams an intelligent work platform that adapts to how they actually operate.
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01Marketing
Keep every campaign moving.
From the first brief to final approval, bring creative requests, deadlines, decisions, and next steps together in the Work Center—so everyone knows what's happening and what's next.
- Design Review2 Items Waiting
- Copy FeedbackPending
Launch a Campaign
Turn campaign briefs into Workplans with clear milestones, responsibilities, and deadlines.
Manage Creative Requests
Collect briefs through Forms and keep creative reviews, feedback, and approvals organized.
Coordinate a Product Launch
Bring marketing, sales, creative, and other contributors together around one launch.
Prepare Weekly Updates
Use Whitby AI to summarize progress, outstanding decisions, and next steps from your Workspace.
02HR & People
Make every employee journey easier.
From hiring and onboarding to training and development, bring people, processes, and knowledge together with the Work Center and Learning Center—so your team can focus on people, not paperwork.
Assigned Training
- New Employee EssentialsCompleted
- Workplace PoliciesCompleted
- Client Intake ProceduresDue Nov 8
Onboarding Tasks
- Complete Tax FormsWaiting
- Set Up CRM AccessDue Nov 1
- 01CANDIDATE
- 02HIRE
- 03ONBOARD
- 04TRAIN
- 05DEVELOP
Coordinate Hiring
Organize interviews, responsibilities, scheduling, and candidate follow-up.
Prepare for Day One
Collect required information, prepare documents, and assign onboarding responsibilities.
Manage Onboarding
Use Workplans, Forms, and Tasks to keep new-hire activities moving.
Build Employee Training
Create and assign courses through the Learning Center, with Whitby AI assistance.
Develop Your People
Make procedures, internal knowledge, and ongoing training accessible to your team.
03Travel
Keep every detail of the trip in one place.
From multi-city business trips to group travel, bring itineraries, options, documents, and important decisions together in the Work Center. Stay organized from the first plan to the final destination.
- Tokyo · Days 1–3ConfirmedClient Meetings · Scheduled
- Seoul · Days 4–6CompareHotel Selection · Needs Review
- Singapore · Days 7–9ConfirmedLeadership Workshop · Confirmed
PLAN & ORGANIZE
Build itineraries, manage schedules, and keep travel details together.
COMPARE & DECIDE
Organize options, pricing, requirements, and outstanding decisions.
COORDINATE & FOLLOW UP
Keep travelers, contacts, documents, and next steps on track.
PRIVATE ATTACHÉ SERVICES
Leave the logistics to us.
Need accommodations researched, providers contacted, or travel details coordinated? Our Private Attachés can handle the legwork while you focus on where you're going.
04Professional Services
Better client work. From start to finish.
Manage client engagements from intake through delivery in the Work Center. Give clients their own portal to share information, review updates, and stay involved—without endless emails and follow-ups.
- Client Intake QuestionnaireSubmitted
- Brand Assets & Logo Package3 Files Attached
- Engagement BriefReady for Kickoff
05Real Estate & Property
Keep every property, person, and next step connected.
Bring searches, transactions, projects, providers, documents, deadlines, and decisions together instead of managing everything across texts, spreadsheets, folders, and email.
- Elm CourtUnder Contract
- Harbor RoadViewing Scheduled
- Bay StreetShortlisted
- Property InspectionComplete
- Closing DocumentsIn Progress
- Closing ChecklistDue Nov 15
- InspectorReport Received
- AttorneyReviewing Documents
- MoverQuote Requested
06Technology
Build it. Launch it. Together.
Coordinate product launches, implementations, and cross-team initiatives in the Work Center—connecting priorities, deadlines, and handoffs without replacing the specialist tools your technical teams already use.
Coordinate Product Launches
Connect departments around shared milestones, responsibilities, and deadlines.
Manage Implementations
Organize requirements, decisions, documentation, and customer handoffs.
Structure Incoming Requests
Collect information through Forms and manage requests and follow-up in the Work Center.
Keep Stakeholders Informed
Organize updates, outstanding decisions, and next steps so everyone knows where things stand.
07Events & Hospitality
Keep every moving piece moving.
From venues and vendors to guest lists, schedules, and contracts, bring every detail together in the Work Center—so your team knows what's done, what's next, and what needs attention.
- VenueContract Confirmed
- CateringProposal Under Review
- Guests84 of 100 Confirmed
- TransportationPickup Schedule In Progress
- Contracts1 Signature Outstanding
Needs Attention
PRIVATE ATTACHÉ SERVICES
Big event? Let us handle the details.
Need venues researched, proposals compared, or vendors contacted? Bring in a Private Attaché to handle the legwork and keep your planning team moving.
08Operations
Keep operations moving.
Bring everyday requests, recurring processes, providers, and projects together in the Work Center. Keep responsibilities clear, important decisions visible, and the details that run your business under control.
Active Tasks
- ✓Review renewal terms
- ✓Confirm required licenses
- Prepare renewal for approval
09Sales & Client Success
Make every client handoff seamless.
From the first conversation to final delivery, keep client commitments, responsibilities, and next steps organized in one place.
Asterfield Consulting — New Engagement
- Agreement DocumentReceived
- Onboarding WorkplanCreated
- Client KickoffScheduled Nov 9
The Client Handoff Brief
Asterfield Consulting · New EngagementWHAT WAS AGREED
- Project: Brand Strategy & Website
- Deliverables: Strategy, Design, Launch Plan
- Agreement: Document Received
WHAT HAPPENS NEXT
- Kickoff Meeting — Nov 9
- Collect Brand Assets — Assigned to Emily Parker
- Prepare Project Workplan — Assigned to James Wilson
WHAT THE CLIENT CAN ACCESS
- Client Portal — Available
- Project Documents — Shared
- Initial Project Update — Ready for Review
