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Can I Set a Minimum Trust Threshold on a Client?

Objective:

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

Environment:

  • Clio Manage 

Additional Information:

  • For more information on Evergreen Management please click here

 

Answer:

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

 

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