Objective:
- Perform an evergreen retainer workflow in Clio
- Gain visibility on evergreen retainer balances
Environment:
- Clio Web App
Additional Information:
n/a
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.
For details, see the "Evergreen Management" article.