Case Study: Rulien + Associates streamlines client service and engagement letters with Liscio

Rulien + Associates - Customer Case Study

Rulien + Associates, an Anchorage-based firm with 9 employees, needed a better way to manage client communication and document workflows. Before Liscio, the team struggled with a buggy, hard-to-use portal, repeated password reset issues, client requests buried in staff email inboxes, unnecessary paper engagement letters, and a poor mobile experience for customers.

With Liscio’s client portal, FirmView dashboard, mobile app, and paperless engagement letters, Rulien + Associates gained a more intuitive, mobile-friendly system with full team visibility into requests and correspondence. The firm says clients now actually enjoy using it, requests are no longer lost in email silos, and engagement letters can be handled digitally; while no hard metrics were provided, the customer reported a major improvement in service and workflow efficiency.

Rulien + Associates

Katelyn Senn

Managing Member