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Can I Set a Minimum Trust Threshold on a Matter?

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.

 

 

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