How to Set Up Evergreen (Recurring) Retainer Billing at Your Law Firm in 2026: The 8-Step Workflow That Keeps Trust Funded and Cash Flow Steady

Evergreen retainers — where a client keeps a minimum balance in trust that auto-replenishes as you bill against it — are the cleanest way to stabilize cash flow without chasing invoices. Here's the 8-step setup that keeps your IOLTA compliant, your replenishments automatic, and your realization high.