We understand the significance of the secure sharing of confidential client information.
My Life Capsule is dedicated to providing legal and financial service providers with the most efficient and secure client engagement solution that not only strengthens business operations and client relationships but also ensures better protection and preparation for significant life events.
Professional services firms and their clients lack secure and efficient mechanisms to exchange confidential information, which leads to:
Cyber security risks
Corporate data breaches in Australia cause significant reputational damage and, on average, take 280 days to contain and cost $3.35m.*
Poor client onboarding and data exchange processes cost more and reduce client retention.
Individuals seeking legal & financial support for major life events face overwhelming administrative stress. e.g. divorce, estate planning, injury/illness, property purchases etc.
Ultra-secure client engagement for efficient management of confidential information.
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
Greater engagement & trust
Mitigate corporate risk
More secure operations
Less client admin
Ultra-secure digital vaults to organise, protect & share private information for individuals & families.
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
Individuals and families are:
Better prepared to manage significant life events
Learn more about Client Capsule features Here
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.
Client Capsules Only
Client Capsules are provided by the Partner as a unique value add to existing services. The Partner is charged a reduced annual rate for each client capsule.
Client Capsules Only
Client Capsules are promoted by the Partner. The client is charged directly at a discounted rate. Partner affiliate rebates may apply if compliant with the sector.
Simple Enterprise Terms
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.
Learn more about how seriously we handle your data security Here