Looking Ahead to 2021 - 

Fine-Tuning Your Client 


A Year-End Firm Discussion Guide from Liscio

Set your Firm Up for Success in 2021

To fine-tune your firm’s client experience, take time to identify what is working and what might need improvement in your firm.

Download this free year-end firm discussion guide to tap into your staff’s insights, evaluate your client-facing tools, and get your firm on the path towards Client Experience 2.0TM for 2021.

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Make a Plan to Rise above the Rest, in 2021
At Liscio, we’ve dubbed 2021 the Year of the Client™ and we are excited to help firms like yours seriously elevate the experience you offer your clients. It starts with adopting a mindset that the tools, technology, and processes in place in your firm all start with what is GREAT for the client.  Of course, to be feasible everything has to be great for the firm as well, and that’s the beauty of Client Experience 2.0™ - once you give clients a truly awesome way to securely share files with you and scan and send documents using their mobile phone, they respond quickly to your requests, you can work faster, and then offer them more services to delight them!  It's truly a circle of goodness.