What if your documents filed themselves?
Every document already knows what it is — a W-2, a 2024 return, the Johnson account. Liscio reads that the moment a file arrives and builds your folders around it. No dragging, no sorting, no lost files.
Hero graphic — the self-built folder tree, files cleanly named
Upload and let us handle the rest.
Bulk-upload a mess of client documents — phone photos, scans, cryptic exports. Liscio recognizes each one and drops it into the right place, renamed, under the right client. No dragging, no sorting.
Graphic — pile of scan_final_2.pdf → organized tree
Every file, named before it lands.
form_w2.pdf becomes 2024 Form W-2 Bank of America.pdf. Terrible names get fixed automatically, to your firm's convention — so everything's findable the moment it's filed.
Graphic — messy name → clean name
Find exactly what you need.
Because every file carries a clean, real name, search actually works. Type what you're looking for — "Johnson 2024 W-2" — instead of remembering which folder someone buried it in.
Graphic — natural-language search finding a file
Export to SharePoint or OneDrive in one click.
Your files live in Liscio, organized and named. When you need them somewhere else, they export straight to SharePoint or OneDrive — no downloading, no re-uploading. Home base in Liscio, free to leave anytime.
Graphic — one-click export to SharePoint / OneDrive
Import directly from your existing systems.
Files don't only come from uploads. Import straight from your tax software and the tools you already use, and they flow into the right folders the same way — read, named, filed.
Graphic — sources flowing into folders
How it works
Folders with intelligence. You import, they do the rest.
- Import or drop1
- Read2
- Build tree3
- Name & file4
- Review5
- Export6
Folders you maintain vs. folders that maintain themselves.
Ordinary folders
- Empty folders you create and manage
- You name every file by hand
- Organization decays as people get busy
- A misfiled doc is a lost doc
Liscio Folders
- The tree builds itself from your files
- Every file named automatically
- Stays organized — no human upkeep
- Nothing waits to be sorted, so nothing's lost
Folder questions, answered.
How does Liscio organize my files automatically?
When you upload, Liscio reads each document, identifies what it is, and builds a folder tree by client, year, month, and document type — filing every file in the right place and naming it to your convention, with no manual sorting required.
Can I bulk-upload a batch of files at once?
Yes. Drop in a large batch of mixed documents and Liscio sorts every one into the right folder under the right client account, renaming as it goes. Anything it can't recognize is flagged for review rather than misfiled.
Can I edit the folder structure and file names?
Yes. You stay in control. Review the folder tree Liscio builds, adjust the structure or any filename, and approve — nothing is finalized without you. Liscio does the heavy lifting; you keep the final say.
Where do my files actually live?
Your files and folders live in Liscio, organized and named. You can also export them directly to your own SharePoint or OneDrive whenever you need to — you're never locked in.
Can I export to SharePoint or OneDrive?
Yes. Files export straight from Liscio to SharePoint or OneDrive with no downloading and re-uploading. Your documents stay organized wherever they go.
Let us handle the hard work.
Drop your files in once. Liscio reads, names, files, and keeps your firm organized from here on.