Yes, our trust accounting software allows you to set a minimum trust balance for each client. When a balance falls below this threshold, a notification will appear on both the dashboard and the client level, alerting you to the low balance. Additionally, you can run a Case Balance Summary report at any time to view the running trust balance based on work in progress (WIP), accounts receivable (A/R), and remaining trust funds.
Additional resources can be found here:
Minimum Trust Balance
Case Balance Summary Report