evergreen retainer
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Wednesday Wisdom- Evergreen Retainers

Rocket Matter’s Evergreen Retainer feature allows you to maintain a minimum trust balance for your clients. Establish a minimum and a “replenish when below” amount. The next time you run

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matters report
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Wednesday Wisdom- Matters Report

With our Matters Report, you can quickly and easily identify all matters in your firm! Filter for case status or by primary attorney for a personalized list of your matters.

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