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Tech Tip #74 – Keeping Evergreen Retainers Replenished

Many firms utilize retainers to make sure that legal services and fees are always paid for. This will only work if these retainers stay replenished — evergreen retainers. Manually trying to stay on top of all of your clients’ retainers can be challenging at the very least. Automated notifications that bill clients when retainers get low can ensure that your firm can always secure the funds needed from clients.


CosmoLex Team

CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application. Trusted by thousands of legal professionals across the U.S. and Canada, CosmoLex is a leader in next-gen legal practice management software. Learn why CosmoLex is quickly becoming the #1 choice for solo, small and mid-sized law firms...Start a free trial at www.cosmolex.com/register