Case Study: Vilms Consulting streamlines client collaboration and saves time with Liscio

Vilms Consulting - Customer Case Study

Vilms Consulting, a Boston-based accounting and advisory firm, needed a better way to support its 100% remote team and clients. Before adopting Liscio, staff were juggling disconnected email, document-sharing, and messaging tools, which led to missed client emails, wasted time searching for documents, and poor visibility across shared client work.

Liscio gave Vilms Consulting a single, secure platform for client communications, documents, tasks, and real-time messaging, including tools like Liscio Dispatch and the mobile scanning feature. As a result, the firm cut subscription costs by replacing several apps with one, streamlined internal workflows, improved collaboration across staff, and saved significant time. Vilms also found the platform especially valuable for short-term consulting projects, helping the team onboard clients quickly and present a more organized, professional experience.

Vilms Consulting

Michelle Vilms

Founder & CEO