Be a hero to your clients -- without all the admin work. Timeline gives you the details you need respond quickly and accurately.
Timeline provides the full picture that teams need to work quickly and accurately. Say goodbye to email, text, and portal silos.
HOW IT WORKS
Most firms require employees and clients to work across 5 or more different platforms. Liscio Timeline brings emails, texts, files, signatures, and client requests into a single view for maximum productivity.
Timeline is available on both the Contact and Account views.
Client emails are automatically imported to the timeline, eliminating manual administration. Manual email assignment is also available.