Operating
AI bookkeeping for the operating account
The operating account closed every day, case costs posted to the matter, and partner reporting from the same record as trust.
- 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. Operating is AI bookkeeping for a law firm's operating account. It categorizes and matches vendor bills, payroll, fee deposits and advanced case costs every day, keeps the operating account reconciled to the bank, posts case costs to matters so they're recovered at settlement, and produces the reports partners and accountants ask for from the same record as the trust accounts. It connects read-only to the bank and reads from the firm's practice management and payroll systems.
What changes for the firm
The operating account closes every day, like the trust account.
Deposits, payments, payroll and fees are matched to the bank each night. Month end becomes a report on thirty closed days rather than a project.
Case costs land on the matter the day they're paid.
Filing fees, records, experts and other advanced costs are posted to the matter from the operating side, so cost recovery is complete and the client's statement is right.
Partner reporting from one record.
Fee income by matter and attorney, costs advanced and recovered, trust and operating balances, and month-over-month movement, drawn from the same close record a bar reviewer would see.
How a firm uses suss. Operating
- Every morning
The bookkeeper or office manager starts the day with the exceptions: a vendor bill that doesn't match a known vendor, a deposit that didn't match a fee invoice, a payroll run to confirm. The routine categorization and matching is done and recorded.
- When money moves
At month end, the close is already tied. The accountant receives the reconciliation and the general ledger export. Partners receive the reports they asked for, on the day the month ends.
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 operating 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.
Is suss. Operating available now?
It's rolling out with a founding cohort of firms. Firms already using suss. for trust accounting can join first; new firms can request a place.
Does suss. replace QuickBooks?
No. suss. Operating keeps the operating account reconciled and categorized daily and exports to QuickBooks and your accountant's system.
Does suss. pay our bills?
No. suss. records and matches payments; approving and sending them stays with the people you name and your bank.
Can we use Operating without trust accounting?
Operating is built on the same record as trust accounting and is offered to firms that use both. If your firm holds no client funds, tell us when you schedule a demo.
See it on your own accounts.
We connect read-only, run alongside your current process, and show you the record before you change anything.
Join the operating cohort