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.