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Do Lexicata Custom Fields import to Clio?

Objective:

  • Do Lexicata Custom Fields export to Clio?

Environment:

  • Clio Manage
  • Contacts
  • Matters

Additional Information:

Please make sure that the Custom Fields are in Clio first.

Answer:

Lexicata custom fields are able to import to Clio as long as you have the same Custom Field in both programs.

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