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 ...
Overview of the Files Page (Liscio Vault) The Files page, known as the Liscio Vault, provides a complete view of all files uploaded to Liscio. Every employee in your firm can access files uploaded by or shared with Contacts and Accounts, except ...
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. Provided below are ready-to-send emails optimized for mobile, tablet, and browser ...
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 ...
Assigning employees to specific Accounts as a Client Service Team (CST) member is a great way to help your team manage their responsibilities. The Client Service Team (CST) are the employees who will receive Alerts (found on your Home page and in ...