Unlock the Full Potential of Your Clio Experience with Amiqus Integration
Are you a Clio user? Elevate your practice with Amiqus’ seamless integration with Clio, offering robust KYC/AML compliance and end-to-end onboarding functionality.
Our solution is tailored to suit the needs of law firms of any size – from sole practitioners and SMEs to large enterprises.
Key features of the integration
Effortless onboarding workflows: Benefit from Amiqus’ pre-built client onboarding workflows designed to streamline your processes.
Comprehensive compliance dashboard: Access a centralised compliance dashboard within Clio. Conduct a wide range of AML/KYC checks, including photo ID verification, source of funds, PEPs, sanctions, adverse media, and more.
All-in-one platform: Why juggle multiple providers? Manage cases, billing, compliance, onboarding, and more seamlessly through the Amiqus and Clio integration. Enjoy the convenience of a centralised platform, reducing the risk of manual errors and increasing billable efficiency.
How does the integration work?
Import existing Clio clients to Amiqus and complete compliance checks effortlessly. Export Amiqus reporting back to your Clio account with just one click. Watch the video for a quick tutorial.
You can also export the internal audit trail of onboarding decision-making, digital risk assessments, AML certification, client data, and more to Clio.
Benefits of using Amiqus and Clio
All-in-one solution
Conduct all AML/KYC checks on clients via Amiqus and export results to Clio
Save time and costs
Transform weeks of admin into minutes online with integrated workflows and risk assessments
User-friendly interface
Your clients can complete checks from their own device in a few clicks
Reduce risk
Securely oversee client compliance and admin processes, following the latest regulations
Effortless audits
Maintain an internal audit trail of onboarding decision-making to show auditors
Centralised data management
All data is stored in one place, eliminating the need for double entry in the two platforms
Client success – Fords Daly Legal
FDL provides an excellent remote experience to their clients with Amiqus and Clio
“We use Clio for our case management, which Amiqus integrates with: helping us to save time and focus on how we grow the firm; on how we can provide exceptional client service, no matter the circumstances.” – Lauren Daly, Director at FDL
Results
Under 24 hrs
for FDL to get set up with Amiqus
Under 3 minutes
for FDL’s clients to complete checks
99%
check completion rate