Getting Started with Liscio

Liscio simplifies client communication by consolidating various tools into one user-friendly system. Its customizable templates, branding options, and mobile apps facilitate efficient interaction, helping firms stay organized and responsive while keeping clients engaged and productive.

Start your Journey with Liscio

Take the following steps and learn more about Liscio, store client docs internally, attach and send docs between platforms, and export Liscio docs to SmartVault for storage.

 

Liscio - Connect to SV icon.png

 

Liscio - Attach files icon.png


Liscio - Export File to SV icon.png

 

Liscio - Export Multiple Files icon.png

Connecting to SmartVault

 

Attaching SmartVault Files

 

Exporting Individual Files Directly into SmartVault

Exporting Multiple Files Directly into SmartVaut

 

Was this article helpful?
0 out of 0 found this helpful
...