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Can I Be Alerted When My Unbilled Time Has Reached the Value of Funds in Trust?

Objective:

  • Alert when billable hours reach available trust funds
  • Alert when unbilled expenses equal available amount in Trust
  • Alert when unbilled activities reach Matter trust funds

Environment:

  • Clio Manage

Additional Information:

For information on Matter Budgets, see here

For information on upgrading your subscription, see here

Using Evergreen Management, you can be alerted when trust funds reach below a specified threshold, but only after they have been applied to billed work. For information on Evergreen retainers, see here

Answer:

Elite plan subscribers can use Matter Budgets to track and be notified once unbilled activities reach a specified threshold. The budget would need to be increased when new Trust Funds are added. 

 

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