Keeps us out of using emails and information being lost. We can make specific threads for a particular project and use the search to find it if needed. Review collected by and hosted on G2.com.
I have no dislikes about Liscio. Its great! Review collected by and hosted on G2.com.
Liscio is a user-friendly platform that allows for easy communication, file sharing, and collaboration. Tasks can be assigned and messages can be sent. Their customer support is great and the pricing is fair. There's a great deal of customization that can be done (i.e. tags, etc). The mobile app and web versions are simple and reliable. Last, it's encrypted and safe. Review collected by and hosted on G2.com.
Regarding security, organization and messaging, there's very little missing. A more advanced folder system may be beneficial, but certainly is not needed. No complaints really! Review collected by and hosted on G2.com.
All actions are simple and stored in the cloud, allowing the entire team to access them from anywhere. Liscio includes : workflow planning and automation components, email templates, and customer information in one place.
Creating lists and sequences is intuitive and straightforward; I can control and customize the work for myself or others. I use a link to my mailbox and keep track of everything. I can assign a task once the email is sent because it is logged and tracked. Liscio lets you connect to multiple programs and easily export and import lists and data, saving you time and effort. Review collected by and hosted on G2.com.
Only a little; the simplicity, ease of use, and unique capabilities that come with Liscio allow you to run your business in style. Review collected by and hosted on G2.com.
Liscio is the best software for our client-facing and team collaborating communications needs.
It is easy to use, which is very important because our clients would otherwise not accept and use the software. The fully searchable document storage is a time saver and keeps us organized. Tasks and e-docs help us to stay on track. Adobe Sign is a built-in feature for documents we need to be signed in real-time.
Email integration adds to speed up and streamline workflows and procedures.
Liscio's customer service is outstanding and extended to our clients.
This was the best software implementation that we have made in a long time, and we are looking for new features to be added that will help our practice management. Review collected by and hosted on G2.com.
At this time we have no suggestions for improvement or complaints. Review collected by and hosted on G2.com.
Liscio has a great task management feature. It automatically reminds clients to complete outstanding tasks once a week so I don't have to ask for items and documents I need as much. I also am grateful for the extra layer of security and peace of mind. The Liscio team is constantly making upgrades and listening to client feedback. Review collected by and hosted on G2.com.
It is difficult to get our clients who are less tech-savvy to use the program, not because it isn't user-friendly. Instead, they are accustomed to using email. Also, we have not started using Liscio in place of email because we haven't figured out how to get all of our clients on board. Review collected by and hosted on G2.com.
I use it with my accountant and find it very intuitive. He sends me reminders on LIscio and then I can easily upload necessary documents in a secure manner. Review collected by and hosted on G2.com.
Sometimes I feel like I'm getting too. many reminders but there is probably a setting to deal with that, I just haven't found it. It would be nice if that were in an obvious spot. Review collected by and hosted on G2.com.
Liscio personnel are so helpful and informative! They are continuously working on their product and paving the way for future integrations with things we use regularly. Review collected by and hosted on G2.com.
Still waiting for QBO integration (expense side of things). Review collected by and hosted on G2.com.
All the clients are allocated one account wherein we can find everything in one place such as contact details, files and messages. It can be accessed by all the team members at once.
What I like the most is the feature of sending notifications by text. It helps in getting responses faster. We can also draft standard emails to be sent to clients and it picks the contact details automatically which reduces the chances of sending emails to the wrong recipients. It is a secure platform to share confidential documents. Review collected by and hosted on G2.com.
Overall, I like the product and couldn't think of anything I dislike Review collected by and hosted on G2.com.
Keeps client communications private and out of email
Great Support Review collected by and hosted on G2.com.
The only complaint is that it can take time to find message containing an attached file in a long message chain Review collected by and hosted on G2.com.
Security of document drive as well as sharing with others like accountants and attorneys. Review collected by and hosted on G2.com.
It takes space as an app, for better use. It can become a con if your device is full Review collected by and hosted on G2.com.
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