changing client entity

​@Namie - to accomplish the above, you will need to follow the below steps:

1. Open the matter you want to convert to a different Matter Type
2. Open the Matter Type screen on the matter listing
3. Click “change...”
4. Pick the new Matter Type from the tree structure
5. Click OK
6. Enter a “Reason For Change”
7. Click OK
8. Thoroughly read the “Change Matter Type Confirmation” warning, as changing the Matter Type may result in data loss
9. Click the “I have read the above message” checkbox
10. Click YES
11. On the newly converted Matter Type, right-click on the Contact you want to change
12. Click “Remove” from the context menu options
13. Click YES
14. Click back into the empty role where the Contact was deleted in Steps 12-13
15. Re-enter the Contact as the correct Contact Type (you can do this at any stage really)

There is no way to easily convert the Contact Type from a Person to an Organization for an existing contact at this time. It is best to create a new Contact in the correct type, delete the old (if relevant), and re-assign them the correct role in the freshly converted matter. I hope this helps - if not, feel free to contact Support.