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Cases: Minimum Trust
Cases: Minimum Trust

What do I put under minimum trust?

Updated over 4 months ago

Specify the minimum amount of money the client must keep in trust at all times.

This integrates with several parts of the product:

  • When processing invoices, the product will calculate the replenishement amount for the trust based on this value and the amount of money in the matter trust and client trust(s).

  • In both tasks and cases, there is a widget with UNBILLED, DUE and TRUST at the top of the page. If the client is running out of trust, there will be a message accompanying this widget to let you know to be careful with the amount of work you do before replenishing the trust.

  • In the Cases page, you will see a Trust column on the right with the current amount in trust. If the amount in trust is less than the Minimum Trust amount, the background of the Trust column will have green striping to indicate that the trust is below the minimum amount.

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