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What Happens When I Add a Company to a Contact in Lexicata/Clio Grow?

Objective:

  • Find out if a separate Contact is created when adding a company to an existing contact in Lexicata/Clio Grow

Environment:

  • Clio Grow
  • Lexicata

Additional Information:

n/a

Answer:

A second contact for the Company is created under the Contacts list.

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