Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Can I Export Lexicata Contacts into Clio?

Objective:

  • Import Lexicata Contact into Clio

Environment:

  • Clio Web App
  • Lexicata

Additional Information:

Once you have exported the Contact to Clio, your new Contact, along with the notes the you created in Lexicata will appear in Clio.

Answer:

Yes, please see HERE for instructions.

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