Good news — this summer, Lexicata customers will be transitioning to Clio Grow! Learn More.
How to add a person to a company contact
- Go to the desired company contact’s page
- Click “Add person” in the associated persons section
- Choose to “Create a New Contact” or “Add an Existing Contact”
- Fill in the necessary fields
- Click “Add & Close” or click “Add” to add the contact and then add another