Evergreen Trust Retainers

How to set up evergreen retainers which is a minimum amount required for each client [Pro]

Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

This is a LeanLaw Pro exclusive feature.

Evergreen retainers are business arrangements with clients that requires a minimum balance in the client trust account. The minimum amount is reflected on invoices (in the trust memo), and in trust reports.

Note: Using Evergreen Retainers requires that your firm already be set up to track trust payments/deposits in LeanLaw. If you have not already done so, here is how to connect your trust account.

How to Enable Evergreen Retainers

This feature is disabled by default, so to get started you'll need to enable it. You can find it in the Trust Accounting section of your settings.

Click the "Enable Evergreen Retainers" checkbox, save your changes, then you're ready!

Setting the Evergreen Amount

Go to a client or matter and go to the QuickBooks tab. The form on that page contains the evergreen amount which can be edited to any amount, or removed.

Trust Memo

Invoices for clients that have trust balances will include a "retainer information" section in the invoice memo field. The text that is included is different for clients that have an evergreen amount set. The text can be seen (or modified) under Settings > Trust Accounting, by clicking on the Evergreen tab:

The default notice is shown here and can be edited by clicking "Customize".

Trust Report

When an evergreen amount is defined for a client, another column with the amount will appear on the trust report:

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