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How to Connect Clio to Amiqus ID

Objective:

  • Set up the Clio Amiqus ID integration
  • Connect Amiqus ID to Clio
  • AML check (Anti Money Laundering Checks)
  • KYC check (Know your customer)

Environment:

  • Clio Manage
  • Amiqus ID

Additional Information:

For more information on the Clio Amiqus ID integration, see the following:

Procedure:

  1. Login to your Amiqus ID account
  2. Click on your user name at the top right of the screen
  3. Select "Workflow" from Main Menu
  4. Select "Apps & Integrations" or "Team Apps" from the menu
  5. Click the "Connect Clio Account" button
  6. On the "Connect with Clio" screen, click the "Yes, Let's Connect" button (If you are not already logged in to your Clio account, you will be prompted to log in before you can connect)
  7. You will then be directed back to Amiqus ID.

 

 

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