Concierge Support
Private, secure assistance for your succession planning needs.
What support can help with
Contact SuccessionLabX when you need help with advisor access, client assessments, payment confirmation, report delivery, privacy requests, or questions about how the AI succession risk workflow fits into an advisory process.
For advisors, support usually starts with account access, credits, white-label settings, client links, or report generation status. For clients and families, support usually focuses on completing the 30-question assessment, understanding when the report will be available, or requesting data deletion.
SuccessionLabX support can explain product usage and operational steps, but it does not provide legal, tax, investment, or fiduciary advice. If a report identifies a planning concern, the next step should be a review with qualified professionals.
General Inquiries
For non-urgent questions regarding our methodology or enterprise solutions.
support@successionlabx.comResponse time: 24-48 hours
Priority Assistance
For immediate assistance with report generation or payment processing.
support@successionlabx.comExpedited Response: < 12 hours
Common Questions
How long does report generation take?
Timing depends on queue load, report complexity, and whether the workflow is advisor-reviewed before delivery. If a report appears delayed, contact support with the assessment or order reference.
Is my family data private?
We use standard hosted infrastructure and operational safeguards to protect data handled through the workflow. If you need a specific retention or deletion review, contact support with the relevant account or assessment reference.
Is this legal advice?
No. SuccessionLabX provides quantitative risk analysis and behavioral modeling. Our reports are designed to complement, not replace, the counsel of your legal and tax advisors.
Service Status
AI Engine: Online (24/7) - Concierge: Mon-Fri 09:00-18:00 EST