Professional Services · Billing

Trust / Retainer Balance Replenishment

Request retainer replenishment when a trust balance runs low.

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

  1. Monitors trust/retainer balances against a defined low-balance threshold per matter, via the trust accounting system.
  2. Sends a replenishment request with a secure payment link once the threshold is crossed.
  3. Confirms deposit and proper trust accounting once received, written to the trust system.
  4. 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%