Responding to Emails with Secure Liscio Messages
When replying to client emails, respond with a secure Liscio message to maintain secure communication.
Using Liscio for your replies also gently reinforces that Liscio is your firm’s preferred communication channel, encouraging clients to use Liscio Messaging for future interactions.
Reply to an email with a Liscio Message:
Select the Reply with Liscio Message icon:
You can access this feature by hovering over an unopened email to reveal the icons.
Alternatively, open the email and use the icons in the upper-right corner of the message.
Choose your message recipient(s).*
Choose the related account(s).*
Select Notify Via Text, should you wish.
The message and contents of the email will already be in the Description Box. Add your own message and contents above the original email message.
Add attachments, if applicable.
Select Send ►.
The message will be sent to your recipients and can be accessed by logging into their Liscio account.
*Note: Our Email Integration also has the added function of Quick Adding a Contact and Account to easily turn any email sender into a client in Liscio.