Client Benefit Program

Telstra

Championing Health - Telstra Best of Business Awards

For organisations empowering clients and life transitions

For organisations empowering clients and life transitions

Trusted by 10,000+ families
5/5 rating
Charli, Evaheld AI guide

Charli

Online

AI Assistant
Partner Solutions
Feature

Client Benefits

Empower your clients with legacy preservation

Give your clients the gift of preserving their life story, memories, and wisdom for future generations through guided conversations with Charli.

Legacy PlanningMemory PreservationFamily Connection
Charli, Evaheld AI guide

Charli

Online

AI Assistant

Your Digital Vault

Give Your Clients a Secure Living Legacy Vault

Empower clients to capture their stories, care wishes and essential documents in one guided, secure space—so their families always know where to turn.

My Story & Legacy

Clients record meaningful stories and messages for loved ones.

"Would you like to record a memory?"

Health & Care

Care wishes and preferences documented gently and clearly.

"Let's outline your preferences…"

Essentials

Important documents stored safely in one organised vault.

"Upload a document…"

Connections & Rooms

Family Rooms and Private Future Rooms for selective sharing.

"Who should receive this?"

Partnership Benefits

Simple Steps That Empower Your Clients

Give clients a meaningful tool they return to repeatedly — strengthening loyalty, trust and lifetime value with every interaction.

Clients See Immediate Purpose

Charli identifies what's important to your clients — legacy stories, care preferences, or essential documents. This builds fast emotional relevance and reduces early drop-off.

StoriesWishesKey files

Clients Organise What Matters Most

Clients upload documents, record messages, and build their vault at their own pace. Every interaction strengthens brand alignment and reinforces value.

Clients Deepen Family Communication

Clients can share select items or schedule future messages, reinforcing your organisation as their trusted long-term provider.

Start in Under 10 Seconds
No credit card required · Free forever plan available
HOW IT WORKS

Two Powerful Platforms,
One Seamless Ecosystem

The Evaheld Consumer Experience

Charli, Evaheld AI guide

Charli

Online

AI Assistant
Charli, Evaheld AI guide

Charli, Evaheld AI guide

Trusted by 150+ Partner Organisations

Transform How Your Clients Preserve Their Legacy

No setup fees
24-hour response time
Partnership benefits included
Limited partnership spots available for 2026

FREE RESOURCE

Inside the guide:

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Partner Testimonials

What our partners say

Ready to become a partner?

Join our growing network of partners and help your clients preserve what matters most.

24-hour response No setup fees
COLLABORATIONS

Our Partners

Trusted by families, professionals, and care organisations across Australia.

Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Derek's Place
Legal Will
All Home Care Matters
Australian Doula College
Dementia Australia
APOD
Your Answers.

Partner Questions

Find out more about how Evaheld collaborates with different partners.