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Firm & Client Adoption Best Practices
Best Practices for Client & Firm Adoption Include: Resending Expired Invites If clients have not accepted the invitation, they will still receive email notifications when you send them something in Liscio. Consider assigning them tasks so they will ...
Client Adoption & Liscio Implementation
Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your ...
Liscio's Rollout Email Signatures
As part of your Liscio rollout, clients should be prepped ahead of their invites. While Rollout Email Templates are the most critical way to do this, use of Email Signatures can aid in a greater adoption rate as well. Liscio's Rollout Email ...
File Management Best Practices
Best Practices for an File Management Workflows in Liscio may include: Renaming files Removing the ‘Client Upload’ tag Adding appropriate tags Downloading (when necessary) Archiving files when work begins Related Articles: Customize Your Tags | How ...
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. Provided below are ready-to-send emails optimized for mobile, tablet, and browser ...