Obtain clear consent before referral
Tell the client what will be shared, why Timeliss will contact them and how they can decline or withdraw.
Partner Referral
Refer a client into Timeliss while preserving consent, privacy and a clear service handoff.
What you need to know
Practical details before you begin.
Partner referral terms can be agreed separately. These requirements and decisions help the service move forward smoothly.
Define each party's responsibility
Clarify which advice and work remains with the referring professional and what Timeliss will coordinate.
Share only necessary context
Provide enough information for a useful handoff without placing private documents or sensitive details in the referral itself.
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How it works
A guided path from questions to next steps.
We collect what is relevant, explain what comes next and keep the work organised in one secure place.
Submit the referral context
Consent-led handoff and tracked follow-up
Timeliss confirms consent and fit
Useful value-add for insurance and advisory clients
Client receives a secure case and next steps
Country-specific service routing for ASEAN families
Frequently asked questions
Useful answers before you start.
Yes, access can be scoped so partners see the status relevant to their role.
Ready when you are
Take the first step today.
Start with a few details. We will guide you from there.