Completing a PBC List Request (Desktop)
In Liscio, your PBC list items are tailored in a digital request list, making it faster and easier to complete.
When you are sent a PBC List Request via Liscio, you will receive an email notification similar to the one below. Additional reminders will go out the week before it's due, the day before it's due, the day it becomes overdue, then as weekly overdue reminders until you've submitted the completed PBC List.
How to Complete Your PBC List
How to complete your PBC List
- From the email notification, click Login.
- Find “My To Do List” on your screen and click on your organizer from your firm.
- Have a paper document you need in Liscio? Use our mobile scanner (learn how to scan here)!
- Once you're done with the PBC List, hit Mark Complete in the bottom right corner. This will notify the firm that you're done!
Noteworthy items:
- Progress is automatically saved as you complete the PBC List, and your firm can see it immediately.
- You can work on the PBC List between different devices (computer, tablet, and phone). It'll save your progress between each of them!
- You can skip around and answer the questions you know, then come back to file uploads as you gather documents.
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