Chris Farrell and Alison Ball from Liscio Join Dawn!

This episode is sponsored by Liscio. Learn more at https://liscio.me/

Liscio joins the DM Disruption! Join Dawn as she chats with Chris Farrell, the CEO of Liscio, and Alison Ball, the Director of Marketing and Influencer Strategy at Liscio. 

In this episode, you’ll learn the importance of maintaining proper cyber security in your firm, how Liscio can be the sole communication hub for your clients, and what new features are being released soon!

Listen now to learn why Dawn uses Liscio in her firm, and how their software can save both you and your client time! 

Why Security Needs to be Automatic

Chris, Alison, and Dawn start their conversation by noting how important it is to keep your firm’s data secure. Alison notes that many cyber attacks are now hitting smaller firms and that it’s crucial that everyone practices proper security measures. 

Chris notes that many firms leave clients’ EIN or Social Security numbers in their inboxes, and that can lead to a leak of your client’s data. Alison adds that implementing security measures needs to be automatic; if it’s too hard to put into practice or too inconvenient people will not do it.

How Liscio Keeps Communication Clear

Dawn expresses her admiration for Lisicio and says she loves how all of your client’s data can be found in one place. Not only that, but in case she is out of the office, her team members can easily access each client's string of data without needing her to forward any emails or text messages. Dawn even shares a story about how much time she saved by adding all of her clients to the Liscio app. 

Chris joins in and says he wanted to create Liscio for every sized firm. They don’t charge by the client, they are fairly priced, and they are easily accessible for clients and firm owners.

Why You Should Separate Your CRM from Your Project Management Software

Alison also notes that having all your clients on a separate CRM platform can be very beneficial. It can take a long time to get all your clients to start using certain software, and having to switch them to a new application can take even more time. If you utilize Liscio, you can change your project management software as often as you like without disrupting your client's relationship.

How Liscio Can Save You Time

Chris talks about how Liscio can save you time, especially while you are on vacation. Many practitioners find it difficult to turn their email off during vacation because they need to forward certain clients' information to their team members. With Liscio, all of your team members have access to each client's data, which allows them to access any information they need without emailing for support.

Dawn says she appreciates how Liscio functions like "texting" but she doesn't have to give her clients her personal phone number. She appreciates the ability to be able to close the app when she is out of the office, and it saves her time from answering "quick questions" when she takes time off.

Learn more about Liscio : https://liscio.me/

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