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How Do I Change "Company" Contacts to "People" Contacts (or Vice Versa)?

Objective:

  • Can I Turn a Company into a Contact?
  • Can I change a Company and turn it into a Client?
  • Turn a Contact into a Company
  • Convert a Company into a Person Contact

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the Contact you would like to change
  2. Click Edit contact at the top right corner
  3. At the top left of the page, click either Person or Company and fill in the appropriate info
  4. Click Save contact

 

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