KCS - 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.

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