@Mitch Waldstein I use the method you discuss by adding the individual as a separate Contact and then adding multiple Contact Cards to the individual for each each Organization they are Associated with. For example, X number of my clients use the same Financial Advisor. The Details tab of the Financial Advisor will have a Separate Contact card for each client with Financial Advisor as the Role. Maybe not what you are looking for, however it works. 

Hi Mitch! My group is relatively new to Karbon so not sure if this is what you are looking for. We link things like referral partners through client groups. When creating a work ticket this then gives us the option to select related client organizations to tie to the work.

We’ve been doing fairly well attaching lawyers and other professional advisors to companies set up in karbon but we’re running into an issue where we have lawyers/investment advisors and so on that work with our individual clients (people not corporate) but there’s no option to link an individual to an individual...is something that can be done by karbon to add as an option as it’s a limitation right now for us. If anyone has a workaround they do I’d love to hear it.