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Can I Add Contacts Before My Account is Migrated Over to Clio?

Objective:

  • I'm migrating my account to Clio, can I still add Contacts?
  • Brand new contacts before Migration?
  • Add Contacts before I'm migrated
  • New Contacts prior to Migration?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, as long as they are brand new Contacts that aren't coming over from your previous software, otherwise there may be duplicates when the migration is complete.

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