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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 Web App

Additional Information:

n/a

Procedure:

  1. Go to the contact you want to edit
  2. Click Edit
  3. At the top-left of the page, click either Person or Company
  4. Click Save contact
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