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How Do I Setup Evergreen Management on a Matter?

Objective:

  • Create Trust Balance Notifications
  • Client Account Balance Notification
  • Minimum threshold 
  • Billing preferences

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Navigate to the Matter you want to specify the minimum trust fund level for
  2. Click Edit in the top right corner of the screen
  3. Scroll down to the Billing preferences section
  4. Click the checkbox below Trust Balance Notification (Client Account Balance)
  5. Enter a trust balance minimum threshold for this Matter
  6. Select one or more firm users to receive an email notification if the Matter trust funds drop below the threshold
  7. Click Save matter

 

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