2021 is the "Year of the Client"

© 2020 Liscio. All rights reserved. | Privacy Policy

Join us for exciting events led by industry experts

Women in Leadership: Balancing Competing Priorities

If you have ever felt overwhelmed by seemingly competing priorities, you are not alone. This practical webinar led by Damari Perez is designed to help you hone your leadership mindset when it comes to balancing competing priorities.

Watch Webinar


Make 2021 the Year You Receive Client Docs on Time 

If you are like most firms, staff experience frequent breaks in workflow due to not having all the documents you need from clients. Join Lynda Artesani as she shares practical strategies to help you optimize your process so that clients send documents on the first request. 

Watch Webinar

Check Out Our Full Library of On-Demand Webinars:

HomeFeaturesPricingResourcesAboutContact UsLog InFree Demo


How to Streamline Client Cleanup Projects

Come and learn practical tips from Michelle Vilms designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.

Register Here

View Our Recent On-Demand Webinars


The Role That Technology Plays in Driving Growth in your Firm

Since your time is limited to evaluate new solutions, we invite you to join Chris Farrell from Liscio, and Daniel Moshe from Tech Guru, as they explore the various ways that technology can impact your firm’s ability to grow. You’ll come away with a solid action plan for how to streamline your tech stack and set your firm up for success in 2021 and beyond.

May

26

11 AM PST

April

21

11 AM PST

Stop Hounding Your Clients - There is a Better Way

In this webinar, led by Geni Whitehouse, attendees will learn how the right tools and a different way of working can help you shift the relationship as you put your client at the center of your firm. 

Register HereWatch Webinar

April

27

11 AM PST


Easy Document Exchange for You & Your Clients

What is more painful than waiting on a client document so you can complete your work? Not being able to read the documents they have provided and getting to wait again! It is time to rethink your document exchange process. In this webinar led by Randy Johnston, reduce the effort and time required while increasing your efficiency and effectiveness.

Register Here

5

April

12 PM PST

Register Here

This webinar, led by Geni Whitehouse, is designed to help practitioners understand common interruptions and time-wasters that lead to stress and a lack of flow. She will also examine the root cause and present solutions to help address these issues. The best part is that no back-office software needs to be changed to benefit from these solutions.

Combating Common Time Wasters in Your Firm

May

14

12 PM PST

Register Here

If you are like most firms, staff experience frequent breaks in workflow due to not having all the documents you need from clients. Join Lynda Artesani as she shares practical strategies to help you optimize your process so that clients send documents on the first request. 


Make 2021 the Year You Receive Client Documents on Time 

21

May

12 PM PST

Register Here

You work hard for your clients and you deliver real value to them. But have you ever thought about your clients' overall experience working with you? Understanding the key drivers of delight will differentiate your firm and increase client engagement and loyalty. Join Chris Farrell and Alison Ball to learn how to dramatically improve your client experience, without changing any of your back-office systems or processes. 


Assessing Your Firm’s Client Experience Level