Objective:

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

Environment:

• Clio Manage

Additional Information:

• This feature is only available to Boutique and Elite Plan 

• Customers in EMEA can find details on whether they are eligible for this integration here.

• 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.