Complete client history
Every interaction in one chronological view. Nothing buried in inboxes.
Every client interaction. One place.
Timeline gives every person in your firm a complete, chronological view of every message, file, task, and request — for every client, at every level.
Most firms manage client relationships across email, text, spreadsheets, and memory. When something slips, nobody knows where to look. Timeline puts it all in one place.
Real-time request tracking
See completion status across all clients without chasing a single one.
Full team visibility
Any team member picks up any client with complete context, instantly.
CLIENT TIMELINE
Walk into every client conversation already knowing everything.
Every message sent, every file shared, every task completed — all logged automatically on the client Timeline. Email, requests, eDocs, and file uploads. Nothing requires manual entry. Files your clients upload appear on the Timeline the moment they arrive — in context, alongside the message they came with.
REQUEST TRACKING
See exactly where every client stands. Without asking.
Send a tax organizer or document request to every client at once. Timeline shows completion status in real time — who has submitted, who is in progress, who hasn't started. No spreadsheet. No follow-up emails. No asking your colleague what happened. The answer is always one click away.
ONE PLACE
Your team works as one. Even when they're not.
Your team manages clients across email, text, files, and forms — scattered across tools, siloed by inbox. Timeline brings it all together. Every interaction, in one place, visible to everyone on your firm.
COMMON QUESTIONS
Everything you need to know about Timeline
What is Liscio Timeline?
The chronological record of every client interaction — messages, files, tasks, requests, eDocs, and emails. Available at both the Contact and Account level.
What types of interactions show on the Timeline?
Secure messages, emails (via Gmail or Outlook integration), file uploads, tasks, Smart Client Requests, Smart Tax Organizers, Smart Tax Deliveries, and eDocs.
Is Timeline available at the Contact and Account level?
Yes. View activity for an individual contact or for the entire account — including all contacts associated with it.
How is Timeline different from email?
Email is unstructured, unsecured, and siloed on individual inboxes. Timeline is a secure, searchable, shared record that every team member can access — with every communication type in one place.
Who on my team can see the Timeline?
Any firm user with access to the account or contact can view the Timeline. Permissions are managed at the firm level.
How does Timeline connect to files?
Files your clients upload appear on the Timeline the moment they arrive — in context, alongside the message they came with. To view, rename, or manage files directly, go to the Files page.