Problems we solve
Professional service firms and their clients lack secure and efficient mechanisms to exchange confidential information.
It’s a familiar story: As a lawyer or financial service advisor, you are working tirelessly to serve your clients’ needs. But the traditional methods of sharing confidential information leave you vulnerable to cyber-attacks. Not only that, your clients are drowning in paperwork, struggling to keep track of important documents scattered across email threads and physical files.
Cyber security risks
Corporate data breaches in Australia cause significant reputational damage and, on average, take 280 days to contain and cost $3.35m.*
Inefficient communications
Poor client onboarding and data exchange processes cost more and reduce client retention.
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.
My Life Capsule empowers professional services firms and their clients to protect, organise and share confidential information for greater efficiency, preparedness and protection.
Partner Portal
Ultra-secure client engagement for efficient management of confidential information.
Features
Secure client data and document sharing with a single point of reference for requested and exchanged information
Direct client messaging for fast correspondence
Multi-agent assignment for shared client management
Third-party data sharing with real-time consent
Custom Request for Information checklists for prompt onboarding & ongoing data exchange
Benefits
Greater engagement & trust
Mitigate corporate risk
Faster onboarding
More secure operations
Less client admin
Better performance
Client Capsule
Ultra-secure digital vaults to organise, protect & share private information for individuals & families.
Features
Co-branded dashboard for secure communications & file sharing with approved advisors
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
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
Enterprise Partnerships
The ultimate client engagement solution for secure data & file sharing
Partner Portal + Client Capsules
The full privacy-first client engagement solution. Ultra-secure data & file sharing between your Partner Portal and your client’s private Client Capsule.
Empowering meaningful client value for professional service firms
Client Capsules Only
Client Capsules are provided by the Partner as a unique value add to existing services. The Partner is charged an annual rate for each client capsule.
Meaningful client protection with your branding
Private Label Emergency Vaults
A fortress of privacy for your clients to manage their most precious information. Integrated directly into your business website or app.
Simple Enterprise Terms
- No lock-in contracts
- Includes all storage fees, no hidden extras
- At the conclusion of your service, you may opt to maintain the client’s subscription or you can end their subscription in which case the client can download their personal data and exit or maintain their subscription privately
- Integration and custom configurations are available.
Award-winning privacy & security
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?