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Will I Get an Email if the Trust Balance Drops Below the Set Minimum Amount for a Closed Matter?

Objective:

  • Will I Receive an Email if The Trust Balance Drops before the Set Minimum Amount for a Closed matter? 
  • Will I Receive an Email if the Trust Balance Drops Below the Set Minimum Amount From Dispersing Funds On a Closed Matter?
  • Trust Balance Notification For Closed Matters 
  • Trust Balance Notifications via Evergreen Trust Management 

Environment:

  • Clio Manage

Additional Information:

For more information on Evergreen Trust Management click here

Answer:

Yes, you will still receive the email.

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