What You Will Learn from Liscio!
Liscio 101
6 Need-To-Know Features to Jump-Start your Liscio Learning
Setting-Up your Client Profiles
Learn how Liscio uses accounts and contacts to help manage clients' relationships.
Onboarding Your Clients with Success - Liscio Best Practices
This 3 part process provides everything needed for a successful client rollout.
Inbox & Custom Views
Best practices for a clean inbox and handling communication when employees are out of the office.
Never Miss a Document Again! Best Practices for Receiving and Processing Client Documents
Managing documents received from clients is a lot of work. Missing documents received from clients is even worse. Staying on top of client documents is an essential skill. This training module covers how to receive documents with 100% accuracy.
Discover Liscio's Email Integration Feature!
Join Product Expert Brandon as he shows you the ropes about all things Email Integration!
eSignatures Made Easy
eDocs allow clients to electronically fill out and sign any document on the Liscio Mobile App or desktop!
Third-Party Users
Give clients the ability to invite others to Liscio, including third parties such as bankers, lawyers, etc.
Notifications
Learn everything you need to know about firm and client notifications.
Apps for Meeting and File Sharing
Get more from the tools you love! This course will take you through the setup and utilization of our Zoom, Calendly, SmartVault, OneDrive, and Google Drive integrations.