Liscio currently does not have the functionality for users to generate reports in the platform.
If your team requires reports, please contact support@liscio.me to inquire about reports.
Articles in this section
- FirmView
- How to add Liscio to your safe senders list
- Liscio Implementation (Client Adoption)
- Adding a Prospect to Liscio
- How to Add Additional Engagement/Consent to Release Letters to Your Liscio Platform
- Editing an Engagement Letter Before Sending
- Custom Tags
- Reports
- How to Download Contact Report
- Bulk Uploading Client Service Team