- What is an Evergreen Trust?
- Evergreen Account
- Evergreen Trust
- Replenishing Trust
- Clio Manage
- 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.