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FirmDash Overview

Liscio Support avatar
Written by Liscio Support
Updated over 2 weeks ago

Using FirmDash On-the-Go

FirmDash enables mobile access to key Liscio features, helping you stay connected and productive from anywhere.

  1. Notifications
    Receive real-time push notifications when:

    • A Task is updated.

    • A new Message is received.

  2. Messaging
    Send and receive Messages in real time to minimize response times and enable live conversation with clients.

  3. Task Creation and Management

    • Create new Tasks.

    • Request Information.

    • Manage "To Go" items.

    • Create and track "To Dos."

  4. Account and Contact Information
    Access Account and Contact Profiles, including:

    • Relationships

    • Tasks

    • Messages

    • Files

  5. File Access

    • Access existing files.

    • Upload new files.

    • Review and manage stored files.

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