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Smart Client Requests
The easiest way to get information from clients.
The easiest way to get information from clients.
Smart Client Requests eliminate client follow-ups and show you exactly what's pending in real-time.
Smart Client Tasks automatically show or hide questions and file requests based on client answers—collecting everything you need the first time.
Easily customize questions and sections to create professional client requests—no tech skills needed.
Turn your best question sets into reusable templates, saving time and ensuring consistency across your firm.
Join Felecia Dixson, EA and CTRC, as she shares her top tips for reclaiming valuable admin time using Liscio’s powerful tools.
See what other firms have to say about the new way they can work using the powerful tools built into Liscio.
"No more physical documents, No more client notes on post its, No more lost client emails. YES - Clear, clean organized client communication and document sharing with clients!"
Liscio has been a life saver! So easy to exchange client info with the utmost confidence. Thanks!
Liscio was exactly what we needed to combine our tech stack and improve our efficiency to help our team and the clients. Thank you so much!
I love Liscio! It has completely changed my firm, onboarding, and how I interact with my team! Love you guys!
