KCS - Do Evergreen Retainers Generate an Amount for Trust Replenishment on the Client's Bill?

Objective:

  • Do Evergreen Retainers generate an amount for Trust replenishment on the Client's bill or do we have to do Trust funds requests for each client?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

No. Evergreen Retainers will only send an internal notification to Clio users that a Trust needs to be replenished. A Trust Request will then need to be generated and shared in order to notify the Client that their fund needs to be replenished. 

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