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.
Check the report status first
Look for the assessment or report record inside the advisor workspace. In many cases the report exists but the delivery step was not completed.
What support needs
If the report is missing, send support the assessment identifier, the time of payment, and the email address that should have received the result.
- Assessment or order ID
- Payment timestamp
- Recipient email address
Where payment and report status live
Payment records and report generation are separate steps. A payment can be successful while a report still needs generation, review, or delivery from the advisor workspace.
- Check the billing or credit history first
- Check the assessment status in the client or report editor area
- Use support if payment and report records do not match