Liscio integration

  • 26 July 2021
  • 2 replies
  • 34 views

Userlevel 3

Originally from May 21, 2021 

Karbon now integrates with Liscio. Combine two best-of-breed solutions to deliver a seamless experience for your clients from the very first conversation, right through to the execution of their work. 

Karbon & Liscio integration

Integrating Karbon with Liscio creates a single shared database of your clients and their companies (in Liscio these are called Contacts and Accounts while in Karbon they are called People and Organizations).

If a new client contact or account is created in Liscio, it is automatically created in Karbon, and vice versa.  If a Contact or Account is updated in Liscio, the matching Person or Organization in Karbon is also updated. 

Your team can be assured they are always working with the most up-to-date client information, which saves time and reduces the possibility of error.

About Liscio

Liscio is dedicated to the craft of client experience. The right client experience speeds the exchange of data between firm and client, minimizes wasted motion, and creates raving fans. Liscio's secure platform achieves these goals by putting all of the tools that clients need to respond quickly right at their fingertips—including an all-in-one mobile app, automatic reminders, and even a mobile document scanner.  With all client communications and documents securely centralized in Liscio, it’s easy for staff to quickly see what is going on with each client’s account.

 

Okay all you current Liscio users! Share how you plan to leverage this integration in the comments below. Or, thinking about adding Liscio to your stack? What do you want to ask your fellow Karbon users about their experience?


2 replies

I’m hopeful that version 2.0 of this integration will be deeply integrated with messages inside Karbon Triage, and Client Tasks in Karbon will be pushed to Liscio for notifications to clients.

Userlevel 4
Badge +2

@calebljenkins thanks for the feedback (great to see you on the Community by the way). Yes, first step of that was to expand the Karbon API. Great news that all of Contacts, Work and Work Schedules have been made available. Literally will have the option to get and put Notes on Timelines via the API in the upcoming release. This sets the stage for the V2 integration with Liscio to allow for movement of client conversations between the two applications.

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