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Evergreen Retainers

Set up retainers that automatically replenish when they run low. Never chase down retainer refills again.

10 min Pro User

In This Guide

What Are Evergreen Retainers?

Traditional retainers require manual tracking and awkward "please replenish" conversations. Evergreen retainers automate the entire process:

  • Set a threshold: When trust balance drops below $X, trigger replenishment
  • Automatic notification: Client receives professional request
  • Consistent cash flow: Work never stops due to depleted retainer
  • Happy clients: No surprise balance requests mid-matter
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SCREENSHOT: Evergreen retainer overview panel showing threshold, target balance, and replenishment status for a client matter

The Evergreen Retainer panel gives you instant visibility into each client's retainer health.

Setting Up an Evergreen Retainer

Step 1: Open Matter Settings

Go to the client/matter and open the Trust Settings tab.

Step 2: Enable Evergreen

Check "Evergreen Retainer" and set your parameters:

  • Target Balance: The ideal retainer amount (e.g., $5,000)
  • Threshold: When to trigger replenishment (e.g., $1,000)
  • Replenishment Amount: How much to request (e.g., $4,000 to return to target)
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SCREENSHOT: The Evergreen Retainer configuration panel with Target Balance, Threshold, and Replenishment Amount fields filled in

Setting your evergreen parameters — target, threshold, and replenishment amount.

Step 3: Configure Notification

Choose automatic email notification or manual alert. Customize the message template if desired.

Pro Tip

Set your threshold at roughly 2-3 hours of work. This gives the client time to replenish before the balance actually hits zero, avoiding any work stoppage.

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VIDEO COMING SOON: Complete evergreen retainer setup — open matter, enable evergreen, set threshold and target, configure auto-notification — done in under 30 seconds

Looping video · No audio · ~10-15 seconds

Setting up an evergreen retainer from scratch. Three fields and you never chase retainer payments again.

Evergreen in Action

Here's how it works in practice:

  1. Client starts with $5,000 retainer
  2. You bill against trust, balance drops to $900
  3. TimeNet Law detects balance below $1,000 threshold
  4. Client automatically receives replenishment request
  5. Client deposits $4,100, balance returns to $5,000
  6. Work continues uninterrupted

No manual tracking. No awkward conversations. No cash flow gaps.

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VIDEO COMING SOON: Watch the evergreen retainer cycle in action — trust balance drops below threshold, automatic replenishment email fires, client deposits, balance restores to target

Looping video · No audio · ~10-15 seconds

The full evergreen cycle: balance drops, notification fires, client pays, work continues. Zero manual steps.

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