LifeSpot for Professionals
Your firm's client vault.
Your brand. Our platform.
Give your clients a secure home for life's most important information — under your firm's name, colors, and logo. For estate planning attorneys, financial advisors, tax professionals, and the teams who serve families.
Why firms partner with LifeSpot
Professionals recommend tools they trust. LifeSpot for Professionals gives your firm a fully branded client experience — so when you recommend it, your name is on it.
Your brand, everywhere
Your logo, colors, and name run through every page your clients use — from the top bar to the browser tab. To them, it reads as your platform.
Your intake, built in
Send requests, reminders, and a tailored intake packet straight to each client's checklist — replacing the email-and-PDF chase.
Free marketing included
A sponsored card on LifeSpot Pulse and a listing in our public Partners directory — exposure to every LifeSpot user, included with qualifying plans.
How it works
We set up your firm
Your logo, brand color, welcome message, website, and practice type — one firm profile powers every surface.
You get a branded home
A public landing page with your branding where new clients can sign up — plus your own client portal.
Invite your clients
New to LifeSpot? We create their account. Already a user? They accept your invitation in-app — nothing happens without their consent.
Manage from your portal
See who's onboarded, who needs a nudge, and what's been completed — and send requests or reminders in one click.
Everywhere your brand lives
Once a client is linked to your firm, your branding follows them through the app — all driven by one firm profile.
Top bar — every page
Your logo and name replace the LifeSpot logo, in your brand color, with a subtle ring around the client's avatar.
Browser tab
Every page title reads "Your Firm by LifeSpot."
Home
A "Your advisor" card with your logo and contact links, a welcome banner, and highlighted alerts when you've sent a request.
Checklist
A "From your firm" badge on every request you send, in your brand color.
Documents
A slim brand strip with your logo, name, and quick contact links.
Profile & Billing
"Membership provided by your firm" — plus your contact card pre-filled in their Legal, Financial, or Health section.
Pulse
Your sponsored card appears to every LifeSpot user — generated automatically from your firm profile.
Partners directory
A public listing with your logo, practice type, and links — reaching people looking for a professional.
Your landing page
A fully branded public page and sign-up flow at your own LifeSpot address.
A tailored intake packet
Every firm starts with a five-item client packet written in their name — then works with a LifeSpot associate during onboarding to tailor it to their actual requirements: your questions, your document list, your wording.
1
Terms acknowledgment
Client-facing release covering the platform relationship.
2
15-minute start
A guided first session — no hand-holding required.
3
Profile basics
Contact details and key representatives.
4
Family & roles
Executor, power of attorney, emergency contacts.
5
Document request
Will, POA, directives — intake without email attachments.
Send the whole packet to one client or everyone in a single click — then watch completions roll in on your activity feed.
Your clients' privacy stays theirs
The seat is a benefit you sponsor — the account remains the client's. Your portal shows status only: request counts, completion, document counts, last login. Never document contents, profile details, or personal data.
If a client wants you to see a document, they share it with you themselves through LifeSpot's normal member sharing — their choice, revocable anytime. And every existing LifeSpot user you invite sees exactly what you will and won't see before they accept.
Ready to put your firm's name on it?
Join the professionals offering clients a branded LifeSpot — a benefit they'll use, and a presence they'll remember you for.
Have questions? Contact our partnerships team: