Liscio Integrates with Microsoft Outlook

Eliminating data silos so nothing falls through the cracks

With Liscio + Outlook,

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your team will never have to worry about an email or important document being trapped in one team member’s inbox. Break down silos, increase collaboration, and assign emails for follow-up. 

The solution is to create Tasks, Messages, and Meetings in Liscio, directly from your Outlook Inbox!  

Here's how it works:

  • Install the Liscio Outlook plug-in on your computer.
  • Once installed you can send emails directly into Liscio so that your client and their assigned firm staff can collaborate on it together. 
  • Attachments stay with the message or task created in Liscio and become a File that is attached to the client in question. 
  • With Liscio and Outlook, you’ll never have to worry about data silos, or need to copy your team to keep them in the loop. 

Resources:

An email arrives in your inbox. How can your team collaborate on it?