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What Is an Evergreen Retainer?


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


  • 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 


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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