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.