Client documents can arrive from multiple angles: email, text message, document signature, secure portal, or workflow. Liscio covers all the bases ensuring you and your team only have to look in one place.
Liscio's storage solution accommodates up to 2GB per file, so your clients can send and receive their largest files.
HOW IT WORKS
Access and view client documents virtually any page. See files by Contact and Account, attach files and send them via secure messaging, email, text message, or eSign.
Clients can find, view, and share documents from a single place. Liscio offers the full range of Mobile, Tablet, and Desktop access options.
Liscio automatically Converts Image files to PDF. Perfect for when clients text or email pictures of documents.
Liscio's Mobile Document Scanner ensures client files arrive ready for use. Image processing include automatic cropping, light adjustment, and conversion to PDF.