--- title: Lifedocs for Business description: One platform that helps you manage client documents, keep track of important document expiry dates, and identify new opportunities with the estate readiness gap. image: https://lifedocs.co.za/hubfs/og-share-image.png --- [Skip to content](https://lifedocs.co.za/business#main-content) [![Lifedocs logo](https://lifedocs.co.za/hubfs/Lifedocs-logo.svg)](https://lifedocs.co.za/?hsLang=en-za) - [For families](https://lifedocs.co.za) - [For business](https://lifedocs.co.za/business) - [Pricing](https://lifedocs.co.za/pricing) - [Resources](https://lifedocs.co.za/blog) - [Security](https://lifedocs.co.za/security) - Log in Show submenu for Log in - [Client portal](https://app.lifedocs.co.za/) - [Advisor portal](https://advisor.lifedocs.co.za/) Open main navigation Close main navigation - [For families](https://lifedocs.co.za) - [For business](https://lifedocs.co.za/business) - [Pricing](https://lifedocs.co.za/pricing) - [Resources](https://lifedocs.co.za/blog) - [Security](https://lifedocs.co.za/security) - Log in Show submenu for Log in - [Client portal](https://app.lifedocs.co.za/) - [Advisor portal](https://advisor.lifedocs.co.za/) - [Get started](https://app.lifedocs.co.za/create-an-account) [Get started](https://app.lifedocs.co.za/create-an-account) **Lifedocs for business** ## Giving you the power to differentiate One platform that helps you manage client documents, keep track of important document expiry dates, and identify new opportunities with the estate readiness gap. [Get started](https://lifedocs.co.za/business-sign-up?hsLang=en-za) ![home-business-img](https://lifedocs.co.za/hubfs/home-business-img.png) ### A dynamic advisor portal Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business. ![advisor-portal-hero](https://lifedocs.co.za/hubfs/advisor-portal-hero.png) ![onboard-icon](https://lifedocs.co.za/hubfs/onboard-icon.svg "onboard-icon") ###### Onboard or invite Add your clients to Lifedocs. You can choose to invite them to their profile immediately or at a later stage. ![configure-icon](https://lifedocs.co.za/hubfs/configure-icon.svg "configure-icon") ###### Configure & Upload Set up your client's profile and start uploading documents on their behalf. When you invite them, they will see the magic.  ![collab-icon](https://lifedocs.co.za/hubfs/collab-icon.svg "collab-icon") ###### Collaborate With access levels, you are able to collaborate with your clients and achieve estate readiness together. ![626a90bd762367402fd2f9ea_Feature-p-500](https://lifedocs.co.za/hubfs/raw_assets/public/@marketplace/Drive_Web_Studio/Momentum/images/img-stats.png) **HubSPot CMS** ## A dynamic advisor portal Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business. ![onboard-icon](https://lifedocs.co.za/hubfs/onboard-icon.svg) Onboard or invite Add your clients, or invite them. Choice is yours. ![configure-icon](https://lifedocs.co.za/hubfs/configure-icon.svg) Configure Get your client's profile set up and start uploading documents on their behalf.  When you invite them, they will see the magic. ![collab-icon](https://lifedocs.co.za/hubfs/collab-icon.svg) Collaborate With access levels, you are able to collaborate with your clients and see what they see.  Achieve estate readiness together. ### Adding value across industries ![value-advisors](https://lifedocs.co.za/hs-fs/hubfs/value-advisors.png?width=601&height=301&name=value-advisors.png "value-advisors") ##### Advisors Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business. ![value-estate-planners](https://lifedocs.co.za/hubfs/value-estate-planners.png "value-estate-planners") ##### Estate planners Consolidate your client's entire estate plan and upload it to Lifedocs. Ditch the paper life file, collaborate, and help them get estate ready in the cloud. ![value-fiduciary-practitioners](https://lifedocs.co.za/hubfs/value-fiduciary-practitioners.png "value-fiduciary-practitioners") ##### Fiduciary practitioners Expand your service offering to include Estate Readiness as a service and benefit from a complete set of data when the time comes to wind up an estate. ![value-executors](https://lifedocs.co.za/hubfs/value-executors.png "value-executors") ##### Executors Digitize your Will storage system. Work with your clients to get their affairs in order so when the time comes to act, you are all systems go. ![value-brokers](https://lifedocs.co.za/hubfs/value-brokers.png "value-brokers") ##### Brokers You have hundreds of clients whose bouquet of insurance products is stretched across providers. Use Lifedocs to manage all your client policies in one place. ![value-life-insurers](https://lifedocs.co.za/hubfs/value-life-insurers.png "value-life-insurers") ##### Life insurers Lifedocs is the perfect bolt-on VAP to complement an existing life plan. Use our ERS score for gamified rewards and products. ### Some of our partners ![AdviceWorx-logo](https://lifedocs.co.za/hs-fs/hubfs/AdviceWorx-logo.png?width=216&height=100&name=AdviceWorx-logo.png) ![Rich ideas](https://lifedocs.co.za/hs-fs/hubfs/Rich%20ideas.png?width=355&height=200&name=Rich%20ideas.png) ![centric-wealth-advisory-logo-primary-01](https://lifedocs.co.za/hs-fs/hubfs/centric-wealth-advisory-logo-primary-01.png?width=310&height=56&name=centric-wealth-advisory-logo-primary-01.png) ![Wealthup-logo](https://lifedocs.co.za/hs-fs/hubfs/Wealthup-logo.png?width=202&height=100&name=Wealthup-logo.png) ![nmg-logo](https://lifedocs.co.za/hs-fs/hubfs/nmg-logo.png?width=145&height=100&name=nmg-logo.png) ![Cantilever-Family-Logo](https://lifedocs.co.za/hs-fs/hubfs/Cantilever-Family-Logo.png?width=140&height=100&name=Cantilever-Family-Logo.png) ![Quoin-logo](https://lifedocs.co.za/hs-fs/hubfs/Quoin-logo.png?width=154&height=100&name=Quoin-logo.png) ![fkc-wealth-logo](https://lifedocs.co.za/hs-fs/hubfs/fkc-wealth-logo.png?width=95&height=100&name=fkc-wealth-logo.png) ![client-care-logo](https://lifedocs.co.za/hs-fs/hubfs/client-care-logo.png?width=324&height=56&name=client-care-logo.png) ![Oculus-logo](https://lifedocs.co.za/hs-fs/hubfs/Oculus-logo.png?width=175&height=100&name=Oculus-logo.png) ![CDT-Attorneys-Logo-1](https://lifedocs.co.za/hs-fs/hubfs/CDT-Attorneys-Logo-1.png?width=210&height=100&name=CDT-Attorneys-Logo-1.png) ![Vulintaba-1](https://lifedocs.co.za/hs-fs/hubfs/Vulintaba-1.png?width=225&height=225&name=Vulintaba-1.png) **Security** ### Peace of mind for you and your business Every Lifedocs profile is backed by bank-level security with AES 256-bit encryption, two-factor authentication, Intrusion detection systems, security audits, hourly data backups, and stringent internal policies and procedures. [Learn more](https://lifedocs.co.za/security?hsLang=en-za) ![business-security](https://lifedocs.co.za/hs-fs/hubfs/business-security.png?width=750&height=750&name=business-security.png) **Ready to get started?** ## Speak to a representative If you would like to take a look under the hood of the Lifedocs advisor portal, or chat about our pricing, get in touch. [Get free access](https://lifedocs.co.za/business-sign-up?hsLang=en-za) [![Lifedocs-footer-logo](https://lifedocs.co.za/hubfs/Lifedocs-footer-logo.svg "Lifedocs-footer-logo")](https://www.lifedocs.co.za?hsLang=en-za) 13 Monza Close, Kyalami Business Park, 1684. 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