Lyfeguard gives private client teams a living, permissioned view of each client helping you onboard more efficiently, prompt timely Will and LPA reviews, and begin probate with better information.
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Most private client systems capture a client at one point in time. Then the Will is stored, the LPA is completed or the matter closes — while the client’s life keeps changing. Lyfeguard keeps that relationship active by giving clients a useful place to maintain the information that matters to them and their family, while giving your firm permissioned access to what they choose to share.
Give existing clients a useful reason to reconnect with your firm — without relying on generic marketing campaigns or arbitrary review dates.
Changes to family, property, executors, attorneys, assets and documents can create a reason for a Will, LPA or wider estate-planning conversation.
Help clients organise their estate information while they are alive, so families and legal teams are not starting from a blank page after death.
Understand the spouses, children, executors, attorneys and beneficiaries around each client and build relationships before they become urgent.
Your case management system records the legal work. Lyfeguard adds the changing personal context around it — the client’s documents, family, property, finances, estate information, wishes and trusted people — without replacing the systems you already use.
Lyfeguard gives clients a place to keep important information organised as their life changes. When they choose to share it, your firm can maintain a clearer picture of who they are today — not simply who they were when the last matter closed.
Replace static questionnaires and information requests with a digital journey that adapts to the client.Capture richer information, while reducing repetitive administration for your team.
Faster onboarding · Better meetings · Richer data
Move beyond blanket “it has been five years” reminders. Changes to family, property, executors, attorneys, beneficiaries or other information help your team identify where a review may be appropriate.
Timely reviews · Relevant prompts · More instructions
Important estate information is often scattered across documents, providers, family members and memories. Lyfeguard helps clients organise it before it is needed and share access with trusted people.
Clearer estates · Less admin · Better support
A client book can be transferred overnight. A trusted relationship cannot. Give acquired clients a useful reason to engage, verify their information and establish a relationship with their new firm.
Cleaner data · Faster activation · Stronger relationships
Buckles Law is making Lyfeguard available to its clients to help them organise important documents and information — from Wills and LPAs to property and financial records. Clients retain control over their information and can make it available to the right people when it is needed.
Lyfeguard is designed to hold some of the most important information in a client’s life.
Certified information security management.
Independent certification against cyber threats.
Client information is hosted within the UK.
Sensitive information is encrypted at rest & in transit.
Additional account protection as standard.
Account activity can be reviewed and audited.
Turn static records into active relationships, create more relevant reasons to reconnect and give clients something valuable in return.