- 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
- Clio Web App
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 firstname.lastname@example.org, or chatting in.