To link an Amiqus ID client to a Clio contact, just follow these simple steps;

  1. Log into your Amiqus ID account
  2. Make sure your Clio account is already connected to your Amiqus ID. If not, follow these instructions.
  3. Once connected, click on the "Clients" tab in the main navigation
  4. Then navigate to an existing client and view their page
  5. In the right hand side of the client page click the "Link to Clio contact" buttonĀ 
  6. From here you have the option to select an existing contact from Clio or to create a new contact in Clio
  7. Clicking "Link contact" will now join your Amiqus ID client to your Clio contact
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