Does Clio Support Evergreen Retainers?

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.