- 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
- Clio Manage
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.
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.