Objective:
- What is an Evergreen Trust?
- Evergreen Account
- Evergreen Trust
- Replenishing Trust
Environment:
- Clio Manage
Additional Information:
- Click the link for more information on Evergreen Management
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.