FirmView Benefits Video
A brief video guide to the benefits of FirmView.
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How to Create a Manage To Go Items Task
Manage To Go Item is a Task that allows you to inform clients when they need to pick something up or if you are mailing or delivering something to them. There are 3 types of Manage To Go Types: 1. Pickup: Client needs to pick up an item at the firm. ...Liscio's Client Introduction Email Templates
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 ...Manage To Go Items
Manage To-Go Items is a Task that informs you that your firm has something for you to pick up or that something that is going to be sent to you. There are 3 types of Manage To Go Items: 1. Pickup: Client needs to pick up an item at the accounting ...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 ...Client-to-Client Communcations (Tutorial Video)
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).