Client's Overview of Liscio

Client's Overview of Liscio



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      • Related Articles

      • 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. 
      • Increasing Client Adoption

        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 ...
      • 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 ...
      • 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 ...