Liscio SMS empowers your firm to text clients easily, without relying on your personal phone. It ensures visibility across the firm, keeps communications organized, and helps maintain professional boundaries, all while enhancing client responsiveness.

Why Use Liscio SMS?

Protect your personal number – Stay compliant and sane by keeping work messages off your personal device.
Firm-wide visibility – All SMS messages appear on client Contact and Account Timelines.
Fast and familiar for clients – Clients can respond just like any regular text message.
Reach inactive clients – Useful for clients who don’t check email or use the Liscio app often.
Unified communication – Texting lives right alongside messages, files, and tasks in Liscio.
Context-rich history – View entire client conversations on one timeline.

How It Works

Once SMS: Two-Way Texting is enabled for your firm:

Activate a line – Any team member can activate a dedicated SMS number within Liscio.
Send text messages via Liscio – Use the SMS tab in Liscio to send texts.
Clients receive normal texts – On their end, it’s just like any other text message.
Firm sees the full conversation – All messages appear in the Contact and Account Timelines, visible to all assigned staff.

Best Practices for Using SMS

Liscio Messaging is still the gold standard – It’s encrypted, secure, and keeps sensitive data private. Use it whenever possible.
Use SMS for reach and convenience – Ideal for nudging clients who aren’t checking Liscio or email.
Avoid using personal numbers – Assign clients to your provisioned number to maintain boundaries and reduce late-night messages to your personal phone.
Be cautious with sensitive info – SMS is not encrypted. Avoid using it for restricted client data, especially if the contact has both restricted and unrestricted accounts.
Set expectations with clients – Let them know to use Liscio Messaging for private or sensitive topics.

Frequently Asked Questions

Can I use SMS for Multi-Factor Authentication (MFA)?

Yes, you can provide your Liscio SMS number for MFA purposes. However, some banks or platforms may not accept business lines. While Liscio allows it, acceptance depends on the third-party institution.

What’s the “Text Notification” checkbox under a Contact?

This shows whether a contact has opted in to receive Liscio system-generated texts from the platform (e.g., alerts, reminders), not from your firm’s SMS number.