Skip to content

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.

Schedule a demo

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, the numbered items, the actor on each, and a seal line with the date, a signature hash and an anchor time. It is written to be read by a bar reviewer without a walkthrough.

sussClose record · Cantwell & Reyes LLP · March 2026
Trust account · IOLTA ••2007
Bank
$1,284,410.22
Book
$1,284,410.22
Client ledgers
$1,284,410.22
01Settlement receipt matched · Reyes v. Pacific Freightsuss. AI184,220.14
02Disbursement approved · J. CantwellAttorney(112,300.00)
03Okafor retainer below minimumREPLENISHRule(1,250.00)
04Close signed · L. ReyesSignatoryApr 1
Assembled by suss. · 2026-04-01 · signed 9f3c…a71e · anchored 09:42:11Z

Works with what you have

Clio · MyCase · Filevine · CasePeer · bank feeds (read-only) · QuickBooks export

Schedule a demo