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Can I Set a Minimum Trust Threshold on a Client?


  • Use Matter Budget and Trust Balance Threshold at the Client Level 


  • Clio Manage 

Additional Information:

  • For more information on Evergreen Management please click here



No, not at this time. If you would like to add your vote to this Feature Request please contact Support at, live chat, or by phone at 1-888-858-2546 ext 2.


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