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Can I Set up the Payment Plan to Top Up my Retainer Amount?


  • to keep a retainer at a specific amount by auto billing the credit card


  • Clio Manage

Additional Information:

If you would like to add your vote to this feature request, feel free to call or chat in.


Not at this time.  You can set up an Evergreen Retainer to send you reminders but not auto pay. 


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