# Trust / Retainer Balance Replenishment — Professional Services AI agent | Mihu AI

Professional Services · Billing

# Trust / Retainer Balance Replenishment

Request retainer replenishment when a trust balance runs low.

Set up this outcome

## Apps this needs

Trust / IOLTA Accounting Trust/retainer balance, deposits and disbursements, kept to regulatory standard. Connect during setup

Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Monitors trust/retainer balances against a defined low-balance threshold per matter, via the trust accounting system.

Sends a replenishment request with a secure payment link once the threshold is crossed.

Confirms deposit and proper trust accounting once received, written to the trust system.

Flags matters where work may need to pause due to insufficient funds per firm policy.

## Data sources

Trust accounting balance data Replenishment threshold rules

## What it targets

Low-balance trust accounts flagged proactively Target 100%

Replenishment received before balance depletion Target 80%