It integrates and syncs with the Liscio platform, which was launched in July as a client experience platform to simplify management of all “front-stage” client tasks such as on-boarding, signature capture, client messaging and information requests. Clients can utilize iPads to update demographic information or collect electronic signatures for engagement letters or document pickup. The system creates an electronic, time-stamped audit trail of front-desk activity. FrontDesk is priced at $99 per month with Rootworks members paying $79 per month. The monthly fee includes unlimited iPad devices.
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Liscio Releases FrontDesk
Liscio, a Bloomington, Ind.-based software company has released FrontDesk, designed as a companion app to the company’s Liscio platform. FrontDesk supports tasks such as updating client demographic information or collecting signatures for engagement letters or document pick up.
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