Tool 059

Trust Balance Guard

Explore a hypothetical withdrawal against a recorded matter trust balance, explicit currency and session minimum without moving funds.

What it does today

Read-only per-matter Trust AccountBalance scenario with explicit currency resolution, hypothetical withdrawal and session-only account minimum. No client-wide balances, pooling, clearance inference or transaction enforcement. Matter evergreen threshold is informational, not automatically applied per account.

How to use

In Clio, open Matterevo and choose Trust Balance Guard from the Tool Library. Use the search box or the Billing & payments family filter to find it.
Choose the records or sources to compare.
Inspect the evidence and differences side by side. Each finding links to its source record.
Decide what to do. This review does not change Clio on its own.

Before you rely on it

Warn when a proposed action could conflict with configured minimums or available matter trust funds. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.