How to Manage Evergreen Retainers at Your Law Firm: A 2026 Guide to Replenishment, Trust Compliance, and Cash Flow

Evergreen retainers keep client funds topped up and your firm's cash flow predictable, but only if you handle the trust mechanics correctly. This step-by-step guide covers setting the replenishment threshold, drawing down against invoices, staying IOLTA-compliant, and automating the whole cycle.