- 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?
- Clio Manage
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.