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Does Evergreen Retainer Feature Track Time and Expense Entries?

Objective:

  • Does Trust Balance Notification for Evergreen Management take Billed/Unbilled time into account?
  • Can you track funds when adding Time and Expenses as they are entered in a Matter?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No, it only tracks Matter Trust fund balance, ie. the Trust balance would only be affected if Trust funds are disbursed or used to pay a Bill. 

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