The whole firm, AI accounting for law firms. Operating, trust, and everything in between.
Integrates with
Clio MyCase Filevine CasePeer Every account, AI built for how law firms handle money, across the operating account, every trust ledger, and the reporting a partner signs.
suss Operating Trust Close Reports
Operating · Amalgamated ••3417 · March
R Rent · Brickell Plaza LLC 8,400.00
AI Westlaw subscription · recategorized 1,245.00
LR Payroll · Gusto · confirmed 42,118.60
R Filing fees · LA Superior Court 435.00
AI Expert deposit · Dr. Okafor 3,500.00
R Bank fee 15.00
Bookkeeping Operating accounts, bills, payroll and month-end close, categorized and reconciled daily
operating
suss Operating Trust Close Reports
Trust · IOLTA ••2007 · Client ledgers
R Reyes v. Pacific Freight · settlement in 184,220.14
AI Medicare lien · found at intake 9,644.00
JC Disbursement · client · approved 112,300.00
R Three-way match · bank · book · client tied
R Okafor retainer · balance REPLENISH
Trust accounting Three-way reconciliation, client ledgers and disbursements, with a person confirming anything that touches money
trust.
suss Operating Trust Close Reports
Close record · March 2026 · 30 of 30 tied
R Bar self-assessment · 12 questions answered from the record ready
LR Partner report · signed Mar 31
R CPA review packet · assembled ready
Compliance Bar audit readiness, partner reporting and a sealed record of every close, assembled as you go
reports Every morning Start your day with suss. s u s s . One screen: the firm’s financial health, what happened overnight, and the few things that need you.
Tuesday · September 22
Good morning, Laura. Cantwell & Reyes tied on 30 of the last 30 closes. Two items are yours today.
Trust · IOLTA ••2007 $1,284,410.22 tied · bank = book = client
Operating ••3417 $212,904.15 closed 2:58 AM
Needs a person 2 1 retainer · 1 approval
Next due Oct 1 bar self-assessment · 11 of 12
Compliance ready by design Audit-ready Every close leaves behind a record a bar reviewer can read. When the letter comes, the packet already exists.
suss Close record · Cantwell & Reyes LLP · March 2026
Trust account · IOLTA ••2007
Client ledgers $1,284,410.22
01 AI Settlement receipt matched · Reyes v. Pacific Freight suss. AI 184,220.14
02 JC Disbursement approved · J. Cantwell Attorney (112,300.00)
03 R Okafor retainer below minimumREPLENISH Rule (1,250.00)
04 LR Close signed · L. Reyes Signatory Apr 1
Assembled by suss. · 2026-04-01 · signed 9f3c…a71e · anchored 09:42:11Z
Every day Three-way reconciliation on every trust account Every line Rule, suss. AI, or a named person Every close Sealed, hash-signed and time-anchored Compliance built in, by state Your state bar’s rules, Pick the states where the firm holds client money. suss. loads that bar’s trust accounting rules and runs them as checks on every account: how often to reconcile, what to keep, what to certify, and when.
California Rule 1.15 · CTAPP Texas Rule 1.14 Florida Chapter 5 New York Rule 1.15 · Part 1300 All 50 states and DC · See the rules for your state
suss Rule set · California
Cantwell & Reyes LLP · 3 trust accounts
Applied as checks · 4 of 4 running
# Rule Check Status
01 R California Rule of Professional Conduct 1.15, plus the Client Trust Account Protection Program (CTAPP). Governing rule loaded
02 R Monthly written three way reconciliation of bank balance, book balance, and individual client ledgers under CTAPP. Reconciliation tied
03 R Annual trust account registration and self certification of compliance with the State Bar, required since 2023.ASSIGN A SIGNATORY Reporting pending
04 R California actively audits. CTAPP gives the bar authority to require corrective action based on the annual reporting. Worth knowing noted
Source: California rules of professional conduct · summary, verify against the current rules
Introducing trust by suss
The trust accounting module inside suss. Every client dollar, accounted for every day.
Operational excellence is the new differentiator. The firms winning the biggest clients run the tightest books. suss. AI gives your team the close, the proof and the time to run the firm that way.
Overnight
2:13 AM R Client ledgers · 42 of 42 agree tied
2:17 AM AI Payroll run matched · Gusto 42,118.60
2:25 AM R Okafor retainer below minimum REPLENISH
2:36 AM AI Westlaw invoice categorized · operating 1,245.00
2:45 AM AI Settlement receipt matched · Reyes v. Pacific Freight 184,220.14
2:54 AM R Close record signed and anchored sealed
2:58 AM R Three-way reconciliation · all accounts tied
Tuesday · September 22
Good morning, Laura. Everything tied overnight. Two items are yours today.
Trust · IOLTA ••2007 $1,284,410.22 tied · bank = book = client
Operating ••3417 $212,904.15 closed 2:58 AM
Needs a person 2 1 retainer · 1 approval
Next due Oct 1 bar self-assessment · 11 of 12
01 R Okafor retainer below minimum REPLENISH
02 AI Disbursement · Reyes v. Pacific Freight · awaiting approval 112,300.00
Disbursement Reyes v. Pacific Freight
Net AI Client net · from the matter ledger 112,300.00
9:12 AM JC Approved · J. Cantwell · Attorney approved
9:15 AM LR Signed · L. Reyes · Signatory signed
Sealed by suss. · 2026-09-22 · signed 9f3c…a71e · anchored 16:15:04Z
2:58 AM · Overnight 8:40 AM · Morning 9:15 AM · Approved The routine happened while the office was dark. The morning is two decisions.