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trust

Client money, accounted for to the penny.

The trust accounting module inside suss. Every client dollar, accounted for every day.

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  • Client ledgers

    A ledger for every client with funds in trust, kept in sync with the matter. Balances checked daily against the firm's minimums.

  • Liens from intake

    Provider liens, Medicare and Medicaid conditional payments and letters of protection logged against the matter as they appear, so the settlement statement carries the right number.

  • Disbursements with a signatory step

    An attorney approves the statement. A named signatory approves the disbursement on their own device. Both are in the record.

Compliance built in, by state

Your state bar’s rules,
already switched on

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.

All 50 states and DC · See the rules for your state

sussRule set · California
Cantwell & Reyes LLP · 3 trust accounts
Applied as checks · 4 of 4 running
#RuleCheckStatus
01California Rule of Professional Conduct 1.15, plus the Client Trust Account Protection Program (CTAPP).Governing ruleloaded
02Monthly written three way reconciliation of bank balance, book balance, and individual client ledgers under CTAPP.Reconciliationtied
03Annual trust account registration and self certification of compliance with the State Bar, required since 2023.
ASSIGN A SIGNATORYReportingpending
04California actively audits. CTAPP gives the bar authority to require corrective action based on the annual reporting.Worth knowingnoted
Source: California rules of professional conduct · summary, verify against the current rules

Know where every dollar is, every morning.

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