How to set up a Retainer replenishment amount and reminder on a File

An Amicus Attorney by CARET Billing User may be required to monitor a File to ensure an agreed General Retainer minimum amount is present. To assist in monitoring an alert can be enabled to create a Retainer Balance trigger Amount for the File. This alert helps remind the user to inform clients to replenish Retainer funds when needed.

To enable the General Retainer Balance reminder:

1. In Amicus Attorney by CARET open the File needing the reminder set.
    

2. In the File open the Billing side.
    

3. Under the File Facts open the Admin > Bill Setting.
   
   
    

4. On Retainer and Billing check the box for Minimum then select Trust or General Retainer Balance Required.
    

5. Enter the Amount and Trigger amounts.
    

6. Click Save & Close to complete the configuration.