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Updated Permissions for Matter Budget and Trust Fund Notifications

Question:

  • Why am I not receiving Matter Budget or Trust Balance Notifications?
  • What permissions do I need to receive Matter Budget or Trust Balance Notifications?

Answer:

A change has been made to notifications for evergreen trust fund and matter budget balances. Only users with Administrator, Billing, and/or Accounts permissions will receive notifications related to low balances or thresholds on matters. 

To continue to receive notifications when your matter budgets or trust funds are reaching their limits, speak with your firm administrator to ensure you have the appropriate permissions.

 

For more information, please see:

How to modify permissions in Clio Manage > 

Setting matter budget notifications in Clio Manage >

Setting trust balance notifications in Clio Manage >

 

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