Client's Overview of Liscio

Client's Overview of Liscio



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      • Contacts Overview

        Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...
      • Liscio Training Video

        This training video is for Firm employees and administrators.
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        As part of your Liscio rollout, clients should be prepared in advance of receiving their invitations. One effective method to achieve this is through an email campaign that introduces Liscio to your clients. The Liscio Client Introduction Email ...
      • Files Overview

        The Files page on the left-hand side of the screen offers a FirmView of all files uploaded to Liscio.  This means that every employee in your firm can view all of the files uploaded by or shared with your Contacts and Accounts. (Exception: Specialist ...
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        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 ...