Lawyers, CAs & Advisors
Request scoped client records without becoming the inbox or file cabinet for everything they own.
Advisers often need a narrow slice of a client's life, but the material arrives late, incomplete or through channels nobody should rely on for sensitive records. When the client is unavailable, the chase restarts with a family that knows less than the client did, and the professional is left reconstructing context from fragments.
What goes wrong
The parts that actually cause trouble
Client material arrives scattered
Tax records, property deeds and investment statements show up as partial uploads, email attachments or screenshots.
Custody is a liability
Holding broad client records creates retention, access and breach exposure that many professionals would rather avoid.
What LifeWyn does about it
Specific answers, not reassurance
Scoped requests
Ask for the exact record set you need and let the client approve that scope.
Read moreAudit-ready access
Access is explicit and logged, so both sides know what was shared and when.
Read moreReadiness you can discuss
A readiness score turns vague estate organisation into a concrete list of gaps.
Read moreQuestions
Asked and answered
- Can I see a client's whole vault?
- No. Access is scoped to what the client grants. Anything outside that scope is not released to you.
- Is this for firms or individual adviser relationships?
- Both can be supported, but the core workflow is the same: scoped records, explicit approval and a clear audit trail.
Start with the index
An hour of listing what exists is worth more than a year of intending to. You can add nominees and rules afterwards.