If the Evergreen Retainer option is enabled, when the Matter's balance falls below the set minimum amount, your firm receives an email prompting you to replenish the Matter's funds.
The Evergreen Retainer option can be enabled in every Matter within CARET Legal.
- Click the Matters icon in the navigation bar to go to your list of Matters, then select the Matter No link to open the Matter Details and select the Options tab.
- Scroll to Billing Options and select the Enable Evergreen Retainer checkbox.
- Set the Min Balance you would like the Matter to have (e.g. $5000).
- Enter or select a Bank Account that should have the funds.