A successful Liscio rollout starts with preparing clients before sending their invitations. One easy and effective way to do this is by incorporating Liscio messaging into your email signatures.

Liscio’s Rollout Email Signatures (attached below) provide a passive but effective way to communicate your firm’s transition to Liscio. Each time you send an email, clients will see a message explaining:

✔ Your firm’s move to Liscio

✔ A brief overview of what Liscio is

✔ When they can expect their invitation

✔ How to contact Liscio Support for help

Once invitations have been sent and your firm is actively using Liscio, we highly recommend updating your auto-reply messages to reinforce that Liscio is your preferred communication tool. Many of our most successful firms use auto-replies to gently remind clients to reach out via Liscio rather than email.

We provide a variety of Liscio Email Signature templates that can be easily copied and pasted into your email signature or auto-reply fields. You’re encouraged to personalize them to match your firm’s tone and ensure they feel familiar to your clients.

By consistently reinforcing Liscio in your email communications, you’ll help clients transition smoothly and increase adoption rates.