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Platform

One record for every dollar the firm holds.

Operating, trust and everything in between, reconciled daily by suss. AI, with a person confirming anything that touches money.

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The three-way match, every day

Bank statement, trust book and the sum of client ledgers, compared on the same date, every business day. When they agree, the day is tied. When they don’t, the difference is flagged with its amount for a person.

Every line says who did the work

  • Rule. Arithmetic and rule checks. Always the same answer for the same inputs.
  • suss. AI. Reading, matching and drafting. Proposed, never final.
  • A person. Approvals and signatures, by name and role.

The close record and seal

Every close leaves a record: the balances, each item, who handled it, and the date it was sealed. It is written to be read by a bar reviewer without a walkthrough.

sussCantwell & Reyes LLP, June 2026 close
IOLTA trust account ••2007Tied
Bank
$1,284,410.22
Book
$1,284,410.22
Client ledgers
$1,284,410.22
Settlement matched to Alvarez v. Harbor Logisticssuss. AI96,480.00
Disbursement approved by J. CantwellAttorney(61,250.00)
Okafor retainer below minimumReplenishRule(1,250.00)
Close signed by L. ReyesSignatoryJul 1
Sealed Jul 1, 2026 at 2:54 AM

Works with what you have

Clio, MyCase, Filevine and CasePeer, read-only bank feeds, and QuickBooks export

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