The Requests feature in Liscio gives you several ways to track the progress of your clients in real time. Whether you're tracking down an organizer, monthly close list, tax questionnaire, or CSAT survey, we've got you covered.
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Every Request in Liscio has its own Progress bar that is updated instantly as your clients respond. You're able to click on the Request to see these answers immediately, so no more waiting for an entire paper organizer to come back through snail mail. As soon as you have what you need, even if the Request isn't complete, you can retrieve the answers you need and start working. Or if a client calls in, you can open their organizer up on your end and see exactly what they see!
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You can find each Request's progress bar right on the Request page.
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This same progress bar will appear on both the Account and Contact timeline for the recipient and Account that the Request is tied to.