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Tech Tip #114-It’s Easy to Maintain Evergreen Retainers

The reality is, retainers deplete, but there’s a way to prevent your business from slowing down! Have a process in place that will track a minimum balance (Evergreen Retainers) allowed and help prevent the dreaded zero balance. CosmoLex software lets you know when retainers are low and gives the option to send a customizable e-mail reminder or an invoice that includes the replenishment amounts for the retainers.
Interested in learning more tricks for how to handle client funds? Check out the full whitepaper How Should Law Firms Manage Client Retainers

CosmoLex Team