How to use this guide
Read this guide before you decide whether SuccessionLabX is the right tool for the client conversation in front of you. It is written to clarify the workflow, the expected output, and the boundaries of the software without requiring a technical background.
Advisors can use the page as a pre-meeting explainer, a support follow-up, or a reference link inside a client onboarding sequence. Clients can use it to understand what the assessment measures, why the questions are structured, and how the final report should be reviewed.
The most important principle is interpretation discipline. A score, report, or scenario model should guide the conversation, but it should not be treated as final legal, tax, investment, or fiduciary advice. The report is strongest when it helps qualified professionals focus their review on the highest-risk areas.
Data deletion
If you want data removed, contact support with enough information to identify the account or assessment. The request should clearly say what you want deleted and why.
Refund questions
Refunds are handled through support and depend on the specific order or subscription case. Include the order details and a short summary of the issue.
What speeds the process up
Clear identification, one request per message, and the relevant account or payment details usually make the request easier to resolve.
What information to include
Privacy and billing requests are easier to resolve when support can identify the exact account, assessment, or payment. Avoid sending unnecessary sensitive family details in the first message.
- Account email or client email used in the workflow
- Assessment ID, order ID, or payment timestamp if available
- Clear request: deletion, refund review, or both