Question:
- I want to set up a special line in every Matter I create, of what the client's minimum Retainer should be at, at all times
- Is there a way to make sure my Client's Trust Funds stay above a specific amount?
- How can I better manage Client Trust Funds?
Environment:
- Clio Manage
Additional Information:
Answer:
Yes, you can easily track, maintain, and replenish trust balances with Clio's Evergreen Management functionality. By using these features, you can set up and manage evergreen retainers on Client Matters.