Liscio gives you control over who can view each file. Here’s how file access works for firm users and clients.
Files in To Dos & Notes:
Files added to To Dos or Notes are for internal use only.
Clients cannot see these files, even if they’re linked to a Contact or Account.
Linking a Contact or Account just helps your team stay organized.
Firm Only (Internal) Files:
These files show a lock icon next to the file name.
Only firm users can view them—even if they’re linked to clients.
To share with a client, you must explicitly share the file.
Files added through To Dos or Notes are marked Firm Only by default.
Sharing Files with Clients:
To share files, use the Liscio Vault or the Share File option on the Files page.
When you share a Firm Only file, it automatically removes the internal status so the client can see it.
File Visibility for Recipients:
Clients can see any files shared with them—unless they’re marked Firm Only.
If a client is listed as a recipient, they’ll have access to that file.
Account Owners:
Account Owners can see all non-Firm Only files tied to their Account.
They do not need to be direct recipients to view those files.
Files in Message Threads:
If a client is included in a message thread, they can view any files attached to it.
These files will also appear in their Files page.
If the Account is associated with the message, the Account Owner can view the file—
but not the message itself unless they were added as a recipient.