How to set up and use Evergreen Retainer on a new Matter.
The 'Evergreen Retainer' feature allows firms to maintain a minimum trust balance at all times. When your Client dips below the 'Replenish when below' amount, the system will automatically add a request to replenish the trust account on the next generated invoice. When the payment is made, this will restore the trust to the minimum required retainer amount.
2. Enter the 'Client', 'Matter Name', 'Open Date', 'Billing Method', 'Statute of Limitations' (if applicable), and permission settings.
4. Toggle Evergreen Retainer 'On' and set your 'Minimum Required Retainer' and 'Replenish when below' amounts.
These are a few examples of available fields:
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