The Text Log shows a record of text messages sent through Liscio by all members of your firm. You must be a Firm Admin to access your firm's text log. To access your firm's text log: Click the ellipses (three dots) in the lower-left corner. Click ...
How to Send a Calendly Meeting Invite
With the Calendly integration, you can easily send your clients Calendly invites via the Meeting Task. To Connect your Calendly Account to Liscio: Click on your Profile (name) in the bottom left corner of the menu. Click the Third-party Apps tab at ...
How to Complete a Calendly Meeting Task
To Complete a Calendly Meeting Task: 1. Click into the Meeting task. 2. Click on the Calendly link within the task. 3. Select the date & time for your meeting. 4. Click Confirm. 5. Enter your name, email, and ...
Custom Inbox Views
Custom Views allow for greater transparency of messages in your Inbox. You can change your inbox to reflect messages from specific accounts, contacts, and date ranges. This is a great tool for monitoring important accounts or the messages coming to ...
Firm & Client Adoption Best Practices
Best Practices for Client & Firm Adoption Include: Resending Expired Invites If clients have not accepted the invitation, they will still receive email notifications when you send them something in Liscio. Consider assigning them tasks so they will ...