- Convert a person to a company
- Mass update contacts
- Update People Type Contacts to Company Type Contacts
- Clio Web App
- If a Person Contact was incorrectly entered as a Company (or vice versa), it would be necessary to manually re-enter their details, creating a new Contact of the appropriate type
- Why did my People type Contacts get imported into Clio as Company type Contacts?
No, at this time a Person type Contact cannot be converted into a Company type of Contact. You will have to create a new Contact of the correct type and move the information over.