Liscio is a secure cloud-based web and mobile software solution that simplifies client communication and collaboration. With features including secure messaging, secure file sharing and storage, FirmView, Firm-to-One service, Mobile App, FrontDesk onboarding, e-signatures, and more, Liscio replaces vulnerable email and paperwork with an encrypted, invite-only client experience platform that empowers you to become the proactive, modern firm your clients deserve.

Through Liscio’s portal, you can securely and instantly send files back and forth. Send from Google Drive, iCloud, Dropbox, or simply use the Liscio Mobile App to snap a pic of your document. We’ll safely store your files as long as you want, and you’ll always have instant access and ownership of all your files. 256-bit Advanced Encryption Standard (AES) at the database level keeps your files safe in transit and in storage.

Too many requests get lost, buried deep in email inboxes. Liscio’s FirmView centralizes communication by consolidating all client requests, conversations, and updates into a single platform that everyone in the firm can see. FirmView keeps your entire team up-to-the-minute on all client relationships, and makes it easy for teammates to be proactive and step in to cover when needed. FirmView keeps everyone alerted and working on the same page — no slips, no delays, no excuses.

Liscio gives your firm the tools it needs to always provide customer service with a personal touch. With notes and alerts, Liscio turns one-to-one service into Firm-to-One service. No matter who interacts with the client, Liscio will remember every important profile detail, date, and milestone for you. Anyone in your firm will be able to step in and seamlessly pick up where the last conversation left off, ensuring clients never feel handed off or passed along.

Key Features

  • Secure File Sharing
  • File Management
  • Real-time Messaging
  • Message Archiving
  • FirmView
  • Document Archiving
  • Web and Mobile App
  • Compliance Tracking
  • Built-in CRM



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