Private by default
A case starts with the family or authorised person. Access is added deliberately rather than opened broadly.
Security and sharing
Estate and legacy matters involve family records, professional advice and organisation handoffs. Timeliss keeps those responsibilities distinct so people can collaborate without giving everyone the same access.
A case starts with the family or authorised person. Access is added deliberately rather than opened broadly.
Relatives, executors, advisers and organisation contacts receive the view they need for their part of the work.
Sensitive records belong in the protected case, while messages can point people back to the right task or update.
Case activity, requests and decisions remain organised so the people responsible can understand what happened next.
Sensitive records stay in a protected vault, with audit trails and shared access controls.
Clients get prompts, updates and links where they already communicate.
Invite relatives, HR, advisers or executors into the right case view.
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