Family law
AI accounting for family law firms
Every retainer watched daily, fee transfers only after an approved invoice, and client statements that answer the billing questions.
- Read-only to startBank and case systems connect read-only; write-back is a switch the firm turns on.
- Rules for 50 states and DCEach account is checked against its own state bar's trust accounting rules.
- A person approves moneyEvery disbursement carries a named approver and signatory.
- SOC 2 audit in progressSecurity overview and trust center available on request.
In short
suss. is AI accounting software for family law firms. It keeps every client retainer in trust reconciled every day, flags retainers that fall below the firm's minimum before they run out, moves earned fees from trust to operating only after an invoice is approved, and produces client statements that show exactly what was billed, paid and held. It connects read-only to the firm's bank and practice management system and records everything in a close record a state bar reviewer can read.
What changes for a family law firm
Retainers are watched every day, not at billing time.
Every client's trust balance is checked against the firm's retainer minimum daily. When one falls below, the matter is flagged for a person, with the amount, before the next invoice goes out, so the replenishment conversation happens early.
Fee transfers are earned, approved, then moved.
suss. drafts the transfer from trust to operating from the approved invoice, matched to the client's ledger. The managing partner or the person you name approves it. Nothing moves on an unapproved bill.
Client statements clients can read.
Each client's statement shows deposits, invoices, transfers and the balance held, in plain language, so billing questions are answered by the record rather than a phone call.
How a family law firm uses suss.
- Every morning
Each morning the office manager sees the short list: two retainers below minimum, one invoice approved and ready to transfer, one client payment that arrived overnight and matched to its ledger. Everything else is already tied.
- When money moves
At billing, the attorney approves invoices in the practice management system as usual. suss. reads the approval, checks the client's trust balance covers it, and drafts the transfer. The person who moves money approves the batch once.
- When someone asks
When a client disputes a charge, the ledger shows every deposit, invoice and transfer on that matter, with dates and the person who approved each one.
- At month end
At month end, the three-way reconciliation is already done, and the retainer report shows every client's balance against their minimum.
What you keep
Works alongside the systems you run today
Your practice management system, your bank, your approvals and your accountant. suss. works alongside all of them.
- Clio
- MyCase
- Filevine
- CasePeer
- QuickBooks
- Bank feeds
Guides for family law firms
All resources- Ten trust accounting mistakes
Ten trust accounting mistakes that lead to bar audits and discipline
The routine errors behind most trust account findings, what each one looks like on the books, and the control that prevents it.
Read the guide - Three-way reconciliation
How to do a three-way trust account reconciliation
The three balances, the steps, how often your state requires it, and what to do when the numbers do not agree.
Read the guide
Questions firms ask
Something not covered here? Ask us directly.
We only let one person move money. Does suss. change that?
No. suss. prepares transfers and records them; the person you name approves and moves them. It works with one approver or several.
Does suss. bill our clients?
No. Billing stays in your practice management system. suss. reads approved invoices and handles the trust side: coverage, transfer, ledger and statement.
What happens when a retainer runs low?
The matter is flagged with the amount below minimum, and the people you choose are notified. The flag stays until the retainer is replenished or a person clears it.
Can clients see their own statements?
Firms can share client statements from suss. as PDFs or through a read-only client view. What clients see is the record, not a live account.
Is suss. compliant with our state's trust accounting rules?
suss. runs reconciliation and record-keeping checks mapped to the selected state's trust accounting rules and keeps the records those checks produce. The firm remains responsible for its compliance; suss. makes the record.
See it on your own accounts.
We connect read-only, run alongside your current process, and show you the record before you change anything.
Schedule a demo