Objective:

• To find out if it's possible to not go below a specified Trust threshold in Clio
• Prevent or alert a firm when a Client or Matter Trust is less than zero

Environment:

• Clio Manage

Additional Information:

 n/a

Answer:

Not at this time. If you would like to see this feature added to Clio please let us know by either call into support on 1-888-858-2546 x2, emailing us via support@clio.com, or chatting in.