Liscio Review
What is Liscio?
Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.
Overview of Liscio
Pricing Plans
$75
Month (unlimted clients)
$Contact Us
Comments
"Efficiency with communication"
What do you like best about Liscio?
Keeps us out of using emails and information being lost. We can make specific threads for a particular project and use the search to find it if needed.
What do you dislike about Liscio?
I have no dislikes about Liscio. Its great!
What problems is Liscio solving and how is that benefiting you?
Keeping information from being lost, allowing us to create tasks to give to clients and set them as recurring or with a deadline for it to be answered. Send a client a quick message about missing receipts and invoices or maybe quick information to clean up a transaction or issue within the account.
"Great platform for tax purposes"
What do you like best about Liscio?
Liscio is a user-friendly platform that allows for easy communication, file sharing, and collaboration. Tasks can be assigned and messages can be sent. Their customer support is great and the pricing is fair. There's a great deal of customization that can be done (i.e. tags, etc). The mobile app and web versions are simple and reliable. Last, it's encrypted and safe.
What do you dislike about Liscio?
Regarding security, organization and messaging, there's very little missing. A more advanced folder system may be beneficial, but certainly is not needed. No complaints really!
What problems is Liscio solving and how is that benefiting you?
Secure communication and file sharing - this allows for me to communicate directly with a specific individual in a secure manner all in one platform. Email is no longer needed and files are shared securely.
"It provides many tools that contribute to improving the work team's performance."
What do you like best about Liscio?
All actions are simple and stored in the cloud, allowing the entire team to access them from anywhere. Liscio includes : workflow planning and automation components, email templates, and customer information in one place.
Creating lists and sequences is intuitive and straightforward; I can control and customize the work for myself or others. I use a link to my mailbox and keep track of everything. I can assign a task once the email is sent because it is logged and tracked. Liscio lets you connect to multiple programs and easily export and import lists and data, saving you time and effort.
What do you dislike about Liscio?
Only a little; the simplicity, ease of use, and unique capabilities that come with Liscio allow you to run your business in style.
What problems is Liscio solving and how is that benefiting you?
It's incredible to see our team's performance improve with Liscio, which has given us many advantages in one place.
"Very easy to use software"
What do you like best about Liscio?
I use it with my accountant and find it very intuitive. He sends me reminders on LIscio and then I can easily upload necessary documents in a secure manner.
What do you dislike about Liscio?
Sometimes I feel like I'm getting too. many reminders but there is probably a setting to deal with that, I just haven't found it. It would be nice if that were in an obvious spot.
What problems is Liscio solving and how is that benefiting you?
It helps me (solo attorney) communicate with my accountant and upload docs securely.
"Great client dashboard!"
What do you like best about Liscio?
Liscio personnel are so helpful and informative! They are continuously working on their product and paving the way for future integrations with things we use regularly.
What do you dislike about Liscio?
Still waiting for QBO integration (expense side of things).
Recommendations to others considering Liscio:
Their team is great to work with.
What problems is Liscio solving and how is that benefiting you?
They are providing a secure way for me to correspond with my clients and not have the same worries that I do with email security.
"Outstanding Client Management Software"
What do you like best about Liscio?
Liscio is the best software for our client-facing and team collaborating communications needs.
It is easy to use, which is very important because our clients would otherwise not accept and use the software. The fully searchable document storage is a time saver and keeps us organized. Tasks and e-docs help us to stay on track. Adobe Sign is a built-in feature for documents we need to be signed in real-time.
Email integration adds to speed up and streamline workflows and procedures.
Liscio's customer service is outstanding and extended to our clients.
This was the best software implementation that we have made in a long time, and we are looking for new features to be added that will help our practice management.
What do you dislike about Liscio?
At this time we have no suggestions for improvement or complaints.
Recommendations to others considering Liscio:
The best way to learn about Liscio is to contact sales and get a demo.
What problems is Liscio solving and how is that benefiting you?
We use Liscio as client management and team collaboration tool. We were able to streamline and organize our workflows better, save time and at the same to offer clients an easy-to-use platform.
"Secure Client Communications and Task Management"
What do you like best about Liscio?
Liscio has a great task management feature. It automatically reminds clients to complete outstanding tasks once a week so I don't have to ask for items and documents I need as much. I also am grateful for the extra layer of security and peace of mind. The Liscio team is constantly making upgrades and listening to client feedback.
What do you dislike about Liscio?
It is difficult to get our clients who are less tech-savvy to use the program, not because it isn't user-friendly. Instead, they are accustomed to using email. Also, we have not started using Liscio in place of email because we haven't figured out how to get all of our clients on board.
What problems is Liscio solving and how is that benefiting you?
I spend less time requesting documents from clients and less time following up to make sure I receive them.
"User friendly work management software"
What do you like best about Liscio?
All the clients are allocated one account wherein we can find everything in one place such as contact details, files and messages. It can be accessed by all the team members at once.
What I like the most is the feature of sending notifications by text. It helps in getting responses faster. We can also draft standard emails to be sent to clients and it picks the contact details automatically which reduces the chances of sending emails to the wrong recipients. It is a secure platform to share confidential documents.
What do you dislike about Liscio?
Overall, I like the product and couldn't think of anything I dislike
Recommendations to others considering Liscio:
Must have software to run business smoothly
What problems is Liscio solving and how is that benefiting you?
It helped in organising workflow better.
"Liscio: A Great Client Communications Tool"
What do you like best about Liscio?
Keeps client communications private and out of email
Great Support
What do you dislike about Liscio?
The only complaint is that it can take time to find message containing an attached file in a long message chain
Recommendations to others considering Liscio:
Liscio knows the business needs it was designed to meet and does a great job meeting those needs.
What problems is Liscio solving and how is that benefiting you?
Faster and more accessible communications with clients, which saves time
Not missing client emails in a full mailbox, which keeps clients happy
Document management, which helps both the client and me find and retrieve documents faster
"Safe and secure space for documents and tasks"
What do you like best about Liscio?
Security of document drive as well as sharing with others like accountants and attorneys.
What do you dislike about Liscio?
It takes space as an app, for better use. It can become a con if your device is full
What problems is Liscio solving and how is that benefiting you?
There is no safety concern with documents and
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