Lyfeguard helps wealth and legal firms understand clients beyond the file: assets held elsewhere, documents missing, family relationships, life events, vulnerabilities, and the next opportunities to support them.
Trust & Security
The client data problem
A client’s important information does not live neatly inside a CRM, advice platform, case management system, or document folder. It is spread across institutions, providers, apps, family members, legal documents, financial accounts, health context, property records, digital services, and memories.
Why it matters
Banks, pensions, insurances, subscriptions, platforms and providers. The average client now manages a financial and administrative footprint that no firm could capture from a fact-find.
What changes
A smarter way to capture, structure, and act on the information that matters most to your clients and your firm.
Outcome 1
Move from outdated, partial records to a more complete view of the client’s circumstances, relationships, documents, assets, wishes, and important life details.
How it works for firms
Step 1
Start with the data your firm already holds, from CRM records and client files to selected segments, dormant relationships, will banks, or advice clients.
Step 2
Clients are invited to verify details, add missing information, upload documents, connect accounts where relevant, and build their own Lyfeguard record.
Step 3
Information is organised across key areas including personal details, finances, property, digital life, health, estate planning, family relationships, providers, and documents.
Step 4
Your firm can see permissioned information, missing details, life-event signals, review opportunities, relationship context, and the areas where timely support may be needed.
Specialist use cases
For Law Firms & Solicitors
Reactivate dormant clients, prompt will and LPA reviews, strengthen beneficiary relationships, and make estate administration less fragmented when families need support.
For Wealth Managers & IFAs
Surface held-away assets, identify unmet needs, retain wealth through inheritance, engage family members earlier, and evidence a deeper understanding of client circumstances.
Platform capabilities
Create a structured, permissioned view of the information that sits beyond traditional professional records.
Help clients store, organise, and update important documents in a way that supports both personal preparedness and professional service.
Surface moments where a client’s circumstances may have changed or where a review, renewal, or conversation may be needed.
Where relevant, clients can connect financial accounts read-only to give a more complete picture of assets, liabilities, and financial context.
Understand the people connected to the client, including spouses, partners, children, beneficiaries, executors, attorneys, carers, advisers, and solicitors.
Clients choose what they share, with whom, and when, helping firms work from consented and relevant information.
Improve the completeness, freshness, and usefulness of client information across reviews, advice, legal support, and service workflows.
Give clients a branded environment that feels like part of your firm’s service, while also delivering ongoing value to the client.
Professional technology fails when it only serves the firm. Lyfeguard gives clients a practical personal benefit: a secure place to organise documents, accounts, policies, property, wishes, key contacts, and family information. That means engagement is not just a compliance exercise or a data request. Clients are building something useful for themselves, their families, and the professionals they trust.
Lyfeguard is designed around secure storage, permissioned access, read-only financial connections, and responsible handling of sensitive personal and financial information.
Whether you are trying to reactivate dormant clients, improve review quality, retain wealth through inheritance, or build stronger private client relationships, Lyfeguard helps your firm work from a more complete picture.