Why am I not Receiving an Email Notification for Evergreen Retainers?

Objective:

  • Not receiving a notification when the trust account is below the minimum threshold 

Environment:

  • Clio Web App

Additional Information:

Only one notification would be sent as soon as the Trust balance dips below the threshold

Answer:

  • A notification will only be sent if the Trust account goes below the minimum threshold after creating the Trust Balance Notification. If the Trust account is below the threshold when you apply the Notification, you will not receive an email. 
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