To link an Amiqus ID client to a Clio contact, just follow these simple steps;
- Log into your Amiqus ID account
- Make sure your Clio account is already connected to your Amiqus ID. If not, follow these instructions.
- Once connected, click on the "Clients" tab in the main navigation
- Then navigate to an existing client and view their page
- In the right hand side of the client page click the "Link to Clio contact" button
- From here you have the option to select an existing contact from Clio or to create a new contact in Clio
- Clicking "Link contact" will now join your Amiqus ID client to your Clio contact