Connecting Notes to Clio
If you are a Clio user, all your notes in Lexicata can be synced seamlessly into your Clio account.
Whenever you export a contact and/or matter to Clio, the notes will be created automatically in Clio and linked to the corresponding contact or matter that gets created.
Lexicata sends both the note subject and the body, however the formatting will not be able to transfer because Clio does not currently support formatted notes.
More to come soon!