Client Adoption & Liscio Implementation
Client adoption takes a consistent and persistent effort from the firm.
Here are a few ways to help build client adoption:
Email Signatures
Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your firm will not be communicating with them via email after the transition to Liscio. See This Article for example signature templates you can use, or create your own!
Set a Deadline
On the email signatures, set a deadline that says something similar to: "On [Date] we will no longer be monitoring this email. Please call our office at [Number] to receive help in setting up your Liscio account." Once this date arrives, we recommend setting auto-responses that inform clients that this specific email is no longer monitored and all communication is done in Liscio.
Phone Calls
When a client calls into your office, check their Contact status in Liscio. If they have not set up their account, take ~2 minutes to help them set up their account.
Portals
Turn off other portals and have clients request documents through Liscio. This may require a mass email sent to clients initially. Once portals are turned off, clients must use Liscio to share securely.
Why Liscio?
Prep clients ahead of time with our Liscio Rollout Email Templates. Make sure your clients are aware of the true reason why you switched to Liscio: for their security, our security, and their experience. Liscio is an invite-only, 256 bit encrypted (military grade) collaborative space used to provide them with ease of mind when they need to share sensitive information. And it comes with options: desktop or mobile!
Personal Touch
If clients come into the office, show them Liscio and help them set up their account! Have them download the Mobile App and start out by having them send you a message!
Follow Up
Send a bi-weekly follow-up email with the deadline for your clients to move to Liscio and resend invites. You can also send out reminders with our Bulk Message Templates. Sending bulk messages in Liscio will also resend the invites, saving you time! Another option is to send your clients a task, like a Get a Signature Task (for Engagement Letters). They will receive a weekly reminder to set us their Liscio account which means you won't have to re-send invitations over and over again.
Prospects
If you have a potential new client, start them out with Liscio by sending them an Engagement Letter. If they're in the office with you, set them up on the Mobile App right away and show them how to sign the Engagement Letter. Now your client will know how you communicate with them and present Liscio as your firm's mobile solution.
Diligence
Like anything new, Liscio is about building muscle memory, so the more you use it, the more familiar and easy it's going to be. The same is true for your clients. Some may jump right into it, while others may forget and fall back into old habits. Whenever possible, we'd recommend reinforcing that Liscio is your chosen communication platform. Using Email Integration, if a client emails you instead of using Liscio, you can actually respond to the email WITH a Liscio Message, and really drive that adoption rate.
Speak with your Account Manager, or to Liscio Support at support@liscio.me if you have questions or want any assistance.
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