Wednesday Wisdom- Evergreen Retainers

Written by Lisa Pansini

Oct 9, 2019

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 invoices, the system will automatically add a request to replenish the trust account to your invoice for your convenience. See how easy it is in this week’s Wednesday Wisdom: