Objective:
- Perform an Evergreen Retainer workflow in Clio
- Gain visibility on evergreen retainer balances
Environment:
- Clio Manage
Additional Information:
- For more details on Evergreen management, click here.
Answer:
Clio allows you to set a minimum trust balance amount, so you can receive a notification when the balance goes below that threshold. From there you can manually send a Trust Request for replenishment.