Preparing for a Successful Liscio Rollout
A successful Liscio rollout begins by preparing your clients before sending invitations. One simple and effective way to do this is by incorporating Liscio messaging into your email signatures.
Why Use Liscio Rollout 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
FACT: Firms that communicate to their clients that Liscio is coming before the invitations go out see a dramatically higher adoption rate!
Maximizing Adoption with Auto-Replies
After you’ve started using Liscio and sent out invitations, we recommend updating your email auto-reply message to let clients know that Liscio is your firm’s preferred way to communicate.
Many top firms use auto-replies as a friendly reminder to encourage clients to message them through Liscio instead of regular email.
This small update helps:
Encourage clients to log in to Liscio
Streamline communications
Improve client adoption and engagement
Customizing Your Email Signature
We provide several Liscio Email Signature templates you can copy and paste into your email signature or auto-reply message.
Feel free to customize them to match your firm’s tone and make them feel more natural to your clients.
Using these templates consistently helps you:
Guide clients smoothly into using Liscio
Boost adoption and engagement
Create a more consistent, professional experience