New Changes to Web Experience

We’re excited to announce a wave of usability and security enhancements is now live. We understand that it is a busy season for many of you, so we’re focused on core usability and security changes.

Jump to FAQs

Here’s what to expect:

We take protecting client data seriously and this change mitigates the risk of client data exposure.  

Client Communication
We added messaging to the client portal, informing them of the changes. View client web changes below:

Custom Branding

Custom-branded login pages are included in this release. If you haven’t spoken to us about your login page, please contact us at support@liscio.me.

Frequently Asked Questions

What happens to bookmarked Liscio pages? Will those be broken?

Bookmarks will automatically redirect to the proper page.

What will custom branding look like?

Both firm users and clients will see the custom-branded login pages are included in this release. If you haven't spoken to us about your login page, please contact us at support@liscio.me.

When will the firm side get a redesign? Will it include custom branding ?

We have prioritized the client-side to provide your clients the best possible experience. We are evaluating updating the firm-side design as well to incorporate custom branding, but will not tackle this until we complete a few other highly requested features.

Can firm users still log in to their unique Liscio URL?

Yes, firm users can log in using their unique Liscio URL but will be redirected to firm.liscio.me.

When will custom branding be complete throughout the site?

Clients will see full custom branding throughout the app by the end of March.