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Stop Manually Renaming Hundreds of Files
Automatically rename client documents using your firm’s naming convention—no setup, no errors, no wasted time.
Automatically rename client documents using your firm’s naming convention—no setup, no errors, no wasted time.
The only tool that renames files automatically using your naming rules.
As files come in from clients, you review and rename them instantly—no extra steps.
Improves over time—gets smarter with use.
Clients takes a picture or uploads a file directly through the Liscio App or secure web portal.
When a new file arrives, we present it to review. Then auto-rename based on your firm's naming rules.
With one click, send the file your connected document management system, without leaving Liscio.
From client upload to DMS filing, every step is handled automatically and consistently with your naming rules applied every time.
Get started in less than one business day. "Will this work with our existing file naming system?"Yes. The system uses your current naming conventions and improves consistency across your team.
We recommend implementation during off-season for best results, but many firms successfully deploy during busy periods with our white-glove setup service.
You maintain complete control. The system suggests names for routine documents and flags complex items for manual review.