It’s a familiar story: As a lawyer or financial service advisor, you are working tirelessly to serve your clients’ needs, but your clients are drowning in paperwork, struggling to keep track of important documents scattered across email threads and physical files.
Unprepared clients
Individuals seeking legal & financial support for major life events face overwhelming administrative stress. e.g. divorce, estate planning, injury/illness, property purchases etc.
Cyber security risks
Data breaches in Australia cause significant reputational damage and, on average, take 280 days to contain and cost $3.35m.* Providing a secure solution for your clients is smart business.
Features
Categorised vaults with 24/7 mobile access to critical life admin
Legal, Finance, Belongings, Health, Passwords & Identity, Education & Career, Travel & Family vaults
Significant Life events checklists to help clients take critical first steps
Unique time-based data sharing that fosters personal data control
Benefits
Individuals and families are:
More organised
Better protected
Better prepared to manage significant life events
Learn more about Client Capsule features Here
Client Capsules are provided by professional service firms as a unique value add to existing services. The Partner is charged an annual rate for each client capsule.
Unlike other file and data storage and sharing solutions, we use state-of-the-art, International award-winning privacy and security systems to protect your business and your clients.
My Life Capsule is built using privacy-by-design principles.
We don’t read, mine or sell your data – you are our customer, not our product!
Want to learn more about how seriously we handle your data security?
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