KCS - What is an Evergreen Retainer?

Objective:

  • What is an Evergreen Trust? 
  • Evergreen Account 
  • Evergreen Trust 
  • Replenishing Trust 

Environment:

  • Clio Web App

Additional Information:

  • This feature is only available to Loyalty, Boutique and Elite Plan 
  • Click the link for more information on Evergreen Mangement 

Answer:

An Evergreen Trust Account allows the firm to set specific the minimum amount of trust funds that must be available on a matter (matter-level balance only). Once a minimum threshold has been reached, an email notification will be sent to the firm users. 

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