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.
What to check first
Most access problems come from an expired session, a browser issue, or an account that was not set up with the right sign-in method.
- Refresh the page and try again
- Confirm you are using the correct email address
- Try a private browser window if the session appears stuck
When to contact support
If the issue continues after a refresh or browser change, contact support with the email address on the account and a short description of the problem.
Account access basics
Advisor access is handled through the secure sign-in flow. If the account was created with one email address, using a different email may create confusion or prevent access to the expected workspace.
- Use the same email address used for the advisor account
- Try the sign-in page again after clearing a stale browser session
- Contact support if the account exists but the workspace is missing