Client Space
A truly secure and collaborative experience for your clients.
One secure space to communicate, share documents, and collect the information you need. No more scattered emails or manual follow-ups. Everything stays clear, centralized, and under your control.
Email wasn't built for this.
Every week, you exchange sensitive personal details and financial statements via email or text. It's quick and familiar. But these practices put you at risk.
Your client's space, on their phone and on their computer.
A single, secure space to stay organized with your clients.
Integrated secure messaging
Encrypted conversations with notifications. Replaces insecure email and texting.
Document exchange
Send and receive documents. No more email attachments.
Client Forms
Pre-filled forms with existing data.
eSignature
Your clients sign your documents in their Client Space. Unlimited envelopes.
Discover eSignatureFinancial Overview
An at-a-glance overview of each client's financial picture.
Complete audit trail
Every exchange timestamped and archived. Audit-ready.
Client collaboration
Work together, seamlessly.
Your clients become active participants in their financial journey. They can exchange messages, share documents, complete forms, and review their plan, all in one secure space.
- Real-time messaging
Exchange messages with your clients in a secure, encrypted space. No more scattered emails.
- Document exchange
Share and receive documents instantly. Everything is encrypted and timestamped.
- Smart data collection
Clients prefill critical information directly. Forms are pre-populated with existing data.
- Assigned tasks
Assign homework to your clients. Track completion and follow up when needed.
John Doe
Secure client space
Write a message...
Two people, one secure space
Advisor and client work together, each in their own Laylah interface. Everything encrypted. Everything in sync.
Account opening
Here is the important information we need:
Assigned to : Jean Dupont
Today at 8:47
Introduction call
Thank you for the meeting today !
Assigned to : Jean Dupont
12 days ago
Jean Dupont Today at 10:38
Jean Dupont Today at 16:40
Recipient: alicia@laylah.io
Write your message here...
Your benefits
Concrete results
How the client space improves your day-to-day practice.
Fewer follow-ups
Automatic notifications to clients. Stop chasing documents.
Professional image
A dedicated space with your brand, not a Google Drive link.
Simplified compliance
Every exchange archived and timestamped. Audit-ready.
Engaged client
Your client sees their file evolve. They become active in their planning.
What protects your client, and what protects your practice.
Your client
- One-time code sign-in. Password and two-factor authentication if they want.
- Documents encrypted at rest and in transit.
- Data hosted in Canada.
Your practice
- Two-factor authentication for your users.
- Every exchange timestamped and archived.
- SOC 2 Type II audit performed by an independent firm.
Protect your clients. Elevate your practice.
30-day free trial. No commitment.
Get closer to your clients.