Pay as you go
Billed monthly as you use them. No prepurchase, no bundles to burn down.
eSign
E-signatures, built into the work you already do
Send documents for signature, track them, and store them — without leaving Liscio or asking clients to log in somewhere new.
Most firms juggle 12+ separate tools to run client work — and e-signatures are usually one of them.
Client experience
Sign from any device
No new sender, no separate link, no extra password. Clients open the request in the Liscio portal they already use, sign in a couple of taps from their phone, and a signed copy is saved to their files automatically.
Client timeline
Everything in one place
The moment a client signs, it lands at the top of their timeline — alongside every request, email, file, and message, tied to the right client and saved automatically. Your whole firm sees what's been sent, viewed, and signed, without digging through email.
Templates
Send in seconds
Upload your own document to send for signature, or start from a ready-made template. Engagement letters, ACH authorizations, proposals, consent forms — reused across clients, so the documents you send every week are always a click away.
Built in, not bolted on
Everything a signature needs, already included
Knowledge based authentication
Add identity verification to any request when you need extra proof of who signed.
Automatic reminders
Liscio nudges clients to sign, so you're not the one chasing signatures.
Full audit trail
See who viewed and signed, and when — a complete record on every document.
Integrated vs. standalone
Why signing inside Liscio is different
eSign in Liscio
Built into the platform
A separate tool
DocuSign, PandaDoc, etc.
Where clients sign
In the portal they already use
A separate email link from a new sender
Login required
No new login or password
Often a separate account
Where it lives after signing
Saved with the client's files
Downloaded, then re-filed by hand
Reminders & follow-up
Automatic, on one timeline
You chase it separately
Team visibility
Whole team sees status
Siloed in one tool
Extra subscription
Already in Liscio
Another monthly bill
Where clients sign
Liscio
In the portal they already use
A separate tool
A separate email link from a new sender
Login required
Liscio
No new login or password
A separate tool
Often a separate account
Where it lives after signing
Liscio
Saved with the client's files
A separate tool
Downloaded, then re-filed by hand
Reminders & follow-up
Liscio
Automatic, on one timeline
A separate tool
You chase it separately
Team visibility
Liscio
Whole team sees status
A separate tool
Siloed in one tool
Extra subscription
Liscio
Already in Liscio
A separate tool
Another monthly bill
FAQ
Everything you need to know about e-signatures
What kinds of documents can I send for signature?
Anything you'd normally send for signature — engagement letters, ACH authorizations, proposals, consent forms, and more. Upload your own document, or start from a ready-made template and reuse it across clients.
Is there an audit trail?
Yes. Every document keeps a complete record of who viewed it and who signed, and when. The signed copy and its history are saved to the client's files automatically, so you always have proof of what was signed.
Can I verify a signer's identity?
Yes. You can add knowledge-based authentication to any request when you need extra proof of who signed — useful for sensitive documents where verifying identity matters.
Do clients need a separate login to sign?
No. Clients sign right inside the Liscio portal they already use to work with you — no new sender, no separate link, no extra password. A signed copy saves to their files automatically.
How is e-signature billed?
E-signatures are billed monthly as you use them — no prepurchase and no bundles to buy up front. You only pay for what you send.
See signing work inside Liscio
Send an engagement letter, an ACH form, or your own document — and watch it get signed, tracked, and saved to the client, all in one place. Book a demo and we'll walk through it on your firm's documents.