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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