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Liscio automatically organizes your client emails by Contact and by Account. Simply connect to your Outlook or Gmail and Liscio handles the rest. No more cc's, bcc's, and dropped balls. See how Liscio can help your firm today.
We're prioritizing the emails that are pulled in so you can focus just on the email from or about your Clients.
• For Outlook users, we're filtering out any of those pesky emails from the 'Other' tab and only pulling in those from the 'Focus' tab.
• For Gmail users we're filtering out any messages in social, promotional, etc. and only bringing in emails from your 'Primary' tab.
Emails will automatically be associated with the Contact and Accounts. Literally effortless organization.
Convert an email to a Liscio task for someone on your team or your client. They get reminders until the task is complete. You get a clear view on the task status without having to sift through email chains or "circle back".
If you've ever been looped in to an email thread "for visibility" you get it.BCC'd on a single message, but no idea what happened next in the thread?
Ever forget to forward an email to someone on your team? Or caught waiting around until someone forwards you the message?
No more cluttered inboxes. No more lost threads. No more extra steps to forward or bcc.
Absolutely not! Only those emails from Clients in Liscio or emails that you've manually added to an account or contact will be visible to others within the firm. Only the primary user can view their email page; Emails associated with private Accounts remain visible only to those with access to those Accounts.
No, integrated emails are exclusively available to firm user Accounts. There is no change to the client experience, except for more timely and coordinated communication from your team, of course.
We understand your needs. Conversing with a parent about their dependent or discussing matters with a Client's legal team? Simply select "add to contact" from the menu to associate that message thread (including any future responses to that thread) with their record.
We wouldn't impose that on you! Everything is synced, so if you've already responded and filed the email in your external Gmail or Outlook account, it will not appear on your Liscio email page. These emails will be pulled in, associated with the Contact and Account (if they are from/to a Liscio Contact), and moved to your "done" folder on the email page.
SMS is still in development. Sign up here to get added to the list when the beta is available.
We will start the initial beta testing in July. We anticipate this feature will be available to all users in August.
No. Texts sent through Liscio will look like a regular SMS to the client and will not be shown in their view of Liscio.
No. We will handle brand and campaign registration for you, as well as opt-in/opt-out compliance with the clients.
Yes, we will be adding the client texts to their client records in Liscio for visibility across the firm.
The SMS feature will be part of our new Pro Tier offering, but beta users will have free early access until Sept, 30 2023. Assigned will be included with your license. Additional shared lines will have a monthly fee.
Billing is still in development. Sign up here to get added to the list when the beta is available.
