CLIENT TASKS

Assign it. Liscio handles the chase.

Turn any client request into a tracked task with a due date and automatic reminders. No follow-up emails. No mental notes. Just done.

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8 hrs/week

spent chasing clients for things that were mentioned once and never tracked

Liscio turns those moments into assigned tasks with automatic reminders — before the thread is even closed.

FROM ANY CONVERSATION

One click from any conversation. Already assigned, already tracked.

Any message in Liscio has a Create Task button. One click pulls the subject and context straight from the conversation — client name, account, and thread already connected. Add a due date, assign it, and move on. Nothing gets lost between reading a message and acting on it.

TASK TYPES

Every task type your firm actually needs.

Tasks fit whatever the moment calls for: a quick item for a client, a meeting request that sends a Calendly or Zoom invite, or an internal to-do for a team member on a specific account that the client never sees. Each one is tracked, assigned, and closed without a follow-up email.

AUTOMATED REMINDERS

Set a due date. Liscio does the follow-up.

Every task comes with automatic reminders — sent 5 days before, 1 day before, and every day after if it's still open. Clients get notified in the app, by push notification, or by SMS if texting is enabled. No manual follow-up. No checking in. The task either gets done or it gets flagged.

RECURRING TASKS

Set it once. It runs every month.

Monthly bookkeeping statements. Quarterly payroll confirmations. Set a recurring task and Liscio resets it automatically — on schedule or when the previous one is completed. One setup, zero ongoing management.

COMMON QUESTIONS

Everything you need to know about Liscio Tasks.

What is Liscio Tasks?
A lightweight action layer for quick one-time items, meeting requests, and internal to-dos. Tasks are assigned to a client or team member, given a due date, and tracked with automatic reminders — without building a full document request.
Can I create a task directly from a message?
Yes. Any message thread in Liscio has a Create Task button. The client name, account, and message context pull in automatically — just add a subject, due date, and owner.
How are task reminders sent to clients?
Clients are reminded 5 days before the due date, 1 day before, and every day after if the task is still open. Reminders go out via push notification in the Liscio app, or by SMS if the firm has texting enabled.
What's the difference between a Task and a Smart Client Request?
Tasks are for quick, one-time items — a single thing that needs to happen. Smart Client Requests are for multi-step document collection with conditional logic, file uploads across multiple items, and detailed progress tracking. If you need a checklist, use a Request. If you need a quick ask, use a Task.
Can tasks be assigned to internal team members only?
Yes. Internal to-do tasks are only visible to firm users — clients never see them. They're useful for account-specific reminders or handoff notes between team members.
How do recurring tasks work?
Set a task to repeat weekly, monthly, or yearly. Choose a specific day, set the interval, and decide whether it recurs on schedule or when the previous task is completed. Liscio resets it automatically — no manual recreation needed.

Let Liscio do the chasing.

Assign it. Set a due date. Walk away.

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