Roll Out Best Practices

Roll Out Best Practices

Watch the video below to learn best practices for transitioning your clients into Liscio. 

After your Liscio Onboarding, your Implementation Specialist will send you the materials discussed in Liscio Corp.  You can access them there, or in our Implementation Center
  1. Rollout Emails: These should be sent to your clients at least a week before they receive their invitations to join Liscio. 
  2. Email Signatures: These should be implemented right away and by every employee in your firm. 
  3. Liscio Login Plugin: This gives your clients easy login access to their Liscio account directly from your website. 
  4. Timeline: Set a Go Live Date to send invites and then begin preparing your clients using the materials discussed. This is typically done over the span of one to two weeks. Inviting in clients in batches is also perfectly fine! 
  5. Resource Center: Use these guided tours to gain insight into key features and workflows throughout your implementation process and beyond. 

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