Getting Started
Onboarding your Clients with Success
Intro to Liscio Training Video
Welcome our Intro to Liscio Training! Here, you can watch the webinar at any time to learn the basics of Liscio and make the most of its features. We hope this will make it easy for you to refer back to at any time and share with anyone in your firm. ...
Custom Branding
Show Off Your Brand On Any Device Your firm deserves to look the best and your clients deserve the best experience. Present a consistent brand identity through the entire web experience across every device. What's Included: Getting Started Simply ...
Liscio Support Hours of Operation
Liscio's Support Team is available for both firms and their clients Monday to Friday between the hours of 8:00am and 5:00pm, Eastern Standard Time. Liscio Support can be reached through the following methods: Email Us! support@liscio.me Call Us: ...
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 ...
Rollout Best Practices
Watch the video below to learn best practices for transitioning your clients into Liscio. Rollout Emails: These should be sent to your clients at least a week before they receive their invitations to join Liscio. Check out our Rollout Email ...
Contact Did Not Receive Invite
Occasionally Liscio Invites will go directly to spam folders due to the email provider's sensitive spam filters. If the contact does not find the invitation, please have the client follow the steps below to get them set up with Liscio: 1. Go to the ...
Sending Invites to All Clients at Once
Click Bulk Actions on the left-hand navigation. Click Invite to Liscio. Use the Select Entity and/or Select Status filters to product a specific list of clients. Click the checkbox next to Contact Name if you'd like to select all users on the first ...
How to Invite Contacts
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days. There are three ways to invite Contacts to Liscio: Manually Send Invite: 1. Click on the ...
How to Tell if an Invite Has Been Accepted
There are two ways to tell if a contact has accepted an invite. After the Contact accepts their invite, the record is moved from Invited to Active: 1. Click on the Contacts page on the left-hand side of the screen. 2. Click on the Active tab. 3. Use ...
Adding Liscio to Your Website
In today's digital age, providing a seamless and professional experience for your clients is crucial. One simple yet effective way to achieve this is by adding Liscio to your website, allowing clients to log in through your branded Liscio login page. ...
Security Overview
We are committed to ensuring your secure use of the Liscio platform. Securing your data is foundational to Liscio and leads us to take the following leading-edge security measures: Encryption We use a 256-bit key to encrypt data and files not only in ...
How to Set Up and Invite a Test Contact
Your firm and its employees may want to set up test Contacts so you can see the client's view on both the desktop and the Mobile App. You must use a personal email for the primary email when creating a contact. To Create a Contact: Click +Add New at ...
How to Resend an Invite to an Employee
To resend an invite to an employee in Liscio, you must have Admin privileges. Click the Ellipses (three dots) on the bottom left of the screen. Click Admin. Click Users. Click the Employees tab. Locate record(s) that have the red exclamation point on ...
Client Service Team - Bulk Uploading
To bulk upload Client Service Teams: Download an Accounts report. In the column labeled customer_service_team, make any necessary changes. Note: There can only be five employees per CST. Learn more about CSTs here. Save the Excel file. Send the Excel ...
How to Add Employees
Note: To add an employee, you must be a Firm Admin. Click the ellipses (3 dots) in the bottom left corner. Click Admin. Click Users. Click the Employees tab in the top of your screen. Click + Employee. Fill out the employee's First Name, Last ...
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 ...
How to Invite Clients to Download the Liscio Mobile App
Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts. Click Bulk Actions on the left-hand side of the screen. Click Invite to Download App. Click Select Entity and choose the entities that you'll be ...
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 firm ...
Default Message Recipient
The Default Message Recipient receives Alerts when clients upload files or make changes to Account information and there is not a Client Service Team Assigned. If there is a Client Service Team assigned, Alerts will be sent to those team members and ...
Checking Client Adoption in Liscio: Activation Status
Checking client adoption in Liscio is very easy. Here are a few ways you can do this: 1. From the Contacts page, you can click on the Active tab at the top - this will show you all of your Active users in Liscio (meaning they have accepted the ...
Client Service Team (CST) Restriction
If a Contact is tied to an Account(s) that has a Client Service Team, their recipient list (when creating a message) will be restricted to only members on their Account's Client Service Team. Here's a quick example: Leslie is tied to Dunder Mifflin. ...
Client Service Team (CST)
Assigning employees to specific Accounts as a Client Service Team (CST) member is a great way to help your team manage their responsibilities. The Client Service Team (CST) are the employees who will receive Alerts (found on your Home page and in ...