Setting up Retainer Replenish Amount on file
An Amicus user may at times require to monitor a file to retain a certain agreed retainer amount. An alert can be enabled to create Retainer Trigger Amount on file. This alert helps remind the user to inform clients to replenish retainer funds as needed.
Go to Billing > Select and open File
On File – Billing. Go to File Facts > Admin > Bill Setting
On Retainer and Billing. Enable or Check Minimum Trust/General Retainer Balance Required
Enter the Amount and Trigger Amount