Liscio has an Adobe Sign integration available. This integration is separate from the Get a Signature Task in Liscio. Below you'll find a quick description of the differences between the Get a Signature Task (used to capture signatures on Engagement Letters) and the Adobe Sign Integration:
Get a Signature Tasks
Hosted by Liscio and requires Liscio Support assistance for uploading templates.
Clients can only sign documents - they cannot fill out fields, check boxes, etc.
Task can only be assigned to one Contact at a time.
This is a free service included in your Liscio subscription.
Adobe Sign Integration
Firms have a template library and can add/edit/remove templates as needed.
Clients can fill out fields, check boxes, sign, complete KBA (Knowledge Base Authentication) for 8879s, etc.
Tasks can be sent to multiple users (e.g., a husband and wife).
Each document is $1 per document (not per signature) and $2 per KBA verification. Liscio uses LexisNexis as the third party for KBA.
How eDocs & KBA are Billed
eDocs and KBA are billed monthly based on the number sent.