Set Up Trust Auto-Replenishment
Trust Auto-Replenishment keeps a contact's trust account funded without manual intervention. When the balance falls below the minimum threshold you configure, Clasp automatically charges the client's stored payment method to bring the account back up. This eliminates the need to send manual trust fund requests and ensures your retainer stays healthy at all times.
To set up Trust Auto-Replenishment:
Go to Settings > Billing.
Configure Trust Auto-Replenishment.
Set the Minimum Balance Threshold and any Replenishment Delay.
Click Save Settings.
Warning: Review the client's payment details first. The client must have a saved payment method on file. Clasp will charge that method automatically when the balance falls below the threshold — confirm this is acceptable before enabling.
Related: Trust Account Overview · Request Trust Funds · Apply Trust Funds to an Invoice