Client's Overview of Liscio

Client's Overview of Liscio



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        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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        If you find you are having trouble getting your clients to start using Liscio, here are a few methods we have found work well:  Save your staff time explaining what Liscio is and why you're switching by adding firm-wide signatures.  See the PDF below ...
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        Watch this video to learn:  How to create messages. How to add an additional recipients to a message thread. How to share files. How to invite others into Liscio (Account Owners only).