Liscio Organizer Client Announcement Template
With the release of Liscio's Organizer feature, your firm may wish to communicate changes in how you will be putting organizers into your client's hands this year. Here's a template that you can use to make sure your clients know what's going on, and to help get that important buy-in!
By communicating the changes in how your firm handles organizers, you'll see a smoother transition, higher adoption rates, and most importantly, more responsive clients!
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