Join Brandon as he guides you through the basics of Liscio and helps you get started on your journey to becoming a Liscio pro. Learn how Liscio improves client communication with features like secure messaging, unlimited file sharing, client requests, and much more.
0:00 Introduction to Liscio
1:44 About Liscio and Our Purpose
2:59 Challenges in Client Communication
4:17 Why Liscio is the Solution
7:32 Contacts in Liscio
12:40 Accounts in Liscio
16:00 Messages
21:55 Alerts and Client Service Team Features
25:52 Tasks
32:08 Client Requests
36:14 Email
38:36 Files
45:05 Security Settings
46:03 Third Party Apps and Admin Settings
51:47 Client App Features
53:17 Subscription and User Roles
54:07 Conclusion and Support
Disclaimer: All emails, phone numbers, and any personal information shown in this video have been approved for use in training purposes. No real personal data has been used without consent, and any resemblance to actual persons, living or dead, or actual events is purely coincidental.
