How to move clients to Liscio.

Liscio Blog

How to move clients to Liscio.

We want to ensure the transition to Liscio goes as smoothly as possible for you and your clients.

This tutorial walkthrough will get your clients set up and using Liscio to communicate and collaborate securely in just a few simple steps.

New Clients:

  1. Begin by using Liscio with all prospects and new clients.
  2. Set your client up as a Contact in Liscio and invite them into the platform.
  3. Liscio will provide a template to get your client started.

Current Clients:

  1. Send an email to your clients to communicate your switch to Liscio (template attached). We suggest this email be sent from a Partner or CEO email address. 
  2. Change employee email signatures to reflect the move to Liscio.
  3. Invite remaining clients to Liscio (using Bulk Actions).

We’ve attached a step-by-step tutorial to get your clients set up and using Liscio.

Attachments:
New Account Setup & Tutorial