Recent Articles
Custom Branding for Firms in Liscio
What is Liscio's Custom Branding? You asked, and we heard you. We now offer Custom Branding for firms subscribed to Liscio! With Custom Branding, you can have your firm's Logo, personalized image, and unique colors built directly into Liscio's Login ...
Implementing a Privacy Policy for SMS Texting
Our SMS texting provider requires an accessible privacy policy to use their services. This policy must be visible on your website or included in client-facing documents such as engagement letters. When registering your SMS line, we will ask you to ...
Request Progress Bar Calculation
The percentage displayed in the Progress Bar for Requests is calculated as follows: Questions Containing Responses / Total Questions + Relevant Conditional Questions Relevant refers to any Conditional (a.k.a. "child") questions which should be ...
How to Attach Files to a Task
Tap into the Task. In the Attachments box, either Drop files to attach, or Browse. If dropping, drag and drop the file from your File Explorer or Finder into the Attachments box. If browsing, click Browse, and select the Browse option to open the ...
Re-Opening Requests & Organizers
Re-Opening Requests & Organizers allows your clients to answer questions and upload files for previously submitted Requests & Organizers. This feature is useful whenever a client has a Request/Organizer that has been submitted by mistake or they need ...
Popular Articles
How to Set Up Your Account
Step-by-Step: 1. You will receive an invitation to join Liscio. Copy and paste the invite link into your browser. Be sure to copy the entire link. Or click the pink Activate Account button. 2. Create a password. Your password must have at least 8 ...
Drake Export
Note: Drake exports in all caps. If you want to retain all caps, please let us know, otherwise, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald". 1. Go to Reports at the top of Drake > Report Manager 2. ...
How to Upload a File (Desktop)
Step-by-Step: Click +Add New in the upper-left corner. Click File. In the To field, select the Recipient (firm employee) you want to send the file to and the Account to be associated with the file. Select a Year, Month, and Tag, if necessary. Type a ...
How to Create a Note
Notes are an internal storage system found on the Account and Contact level. Clients are not able to view Notes. A Note can be meetings notes, extra information, or anything pertinent to the Account that you'd like to have on file. Click +Add New in ...
Setup & Data Guide
Setup Items We have 2 EASY steps to export and send your client data to us! Data Export: Step 1 Select your current client contact data software from the list below. From there, you will be guided through exporting your client contact data into an ...