Note: You must be a Firm Admin to create an alias. In the admin center, go to the Users > Active users page. On the Active Users page, select the user > Manage email aliases. (This option will not appear if the person doesn't have a license ...
Liscio integrates with Outlook! With Liscio for Outlook, you can save time by: Responding to emails via Liscio. Turning an email into a task for your client, yourself, or your team. Sending a Zoom meeting invite from an email. Creating an internal ...
Email is meant to aid client adoption, making it easier for you to receive information from the client how they wish to communicate - while having it in a secure platform alongside files, tasks, esignatures and more! Stay Focused We prioritize emails ...
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...
Cut back on all the noise while creating visibility across the firm with the Liscio Email Integration. View and respond to client emails inside Liscio, automatically and manually add client emails to Contacts and Accounts, bridge the adoption gap for ...