Objective:
- Create Trust Balance Notifications
- Client Account Balance Notification
- Minimum threshold
- Billing preferences
Environment:
- Clio Manage
Additional Information:
Procedure:
- Navigate to the Matter you want to specify the minimum trust fund level for
- Click Edit in the top right corner of the screen
- Scroll down to the Billing preferences section
- Click the checkbox below Trust Balance Notification (Client Account Balance)
- Enter a trust balance minimum threshold for this Matter
- Select one or more firm users to receive an email notification if the Matter trust funds drop below the threshold
- Click Save matter