Full feature list

Practice management
and AI. One product.

Susan covers the full lifecycle of a legal matter — from first client contact to file closure — with AI at every step. No separate AI subscription. No data leaving your infrastructure.

Feature 01

Meet Susan, your AI secretary

Susan is your firm's AI secretary — always listening, always ready. She knows every matter, every client, every template. Speak naturally and she acts: drafts a letter, logs a note, books a meeting, or briefs you on a case. No typing. No clicking.

Say things like:

  • "Draft an email to James chasing exchange" — drafts and stages it
  • "Book a call with Dr Patel Thursday 3pm" — adds it to the calendar
  • "Pull up the Johnson file" — navigates the app
  • "Chase James about the lease" — creates a task instantly
  • "Log that the client rang this morning" — adds a note to the matter
  • "Add Emma from Barclays to our contacts" — creates the record

Susan also has a chat mode — the embedded ARIA panel for legal research, document drafting, and matter-specific Q&A. Both modes run on your AI model. Both stay private.

Susan � AI Secretary
Susan AI Secretary
Feature 02

AI Automations � 10+ Workflows

Trigger-based workflows that handle the routine tasks eating your fee earners' time. Enable the ones that fit your practice with a single toggle.

  • AML screening � run automatically on new clients
  • Onboarding letter � drafted and sent on matter opening
  • Conflict check � screen every new instruction instantly
  • Annual client review � triggered at 12 months
  • File closure letter � auto-drafted at matter close
  • Follow-up emails � chased when clients go quiet
Automations
Automations grid
Feature 03

Dictation ? Document Drafting

Dictate your thoughts into a matter. Susan transcribes, structures, and formats a complete legal document in your firm's house style � ready to review, edit, and send.

  • AI transcription powered by Whisper (runs locally)
  • Structures notes into your firm's document format
  • Rich text editor built in � no Word needed
  • Export to PDF, copy to clipboard, or email directly
  • Engagement letters, attendance notes, reports and more
Matter � Dictation
Dictation and drafting
Every matter.
Every stage. Automated.
Feature 04

Matter & Contact Management

A full practice management system � matters, contacts, time entries, tasks, key dates, and documents � with AI built into every view.

  • Matter dashboard: open files, WIP, and upcoming deadlines at a glance
  • Contact records with full matter history
  • AI drafting sidebar opens directly from any contact
  • Key dates with automatic deadline alerts per matter
  • Time recording in 6-minute units, linked to matters and fee earners
Contacts
Contacts and matter management
Feature 05

Template Library

A library of UK legal document templates � ready to use, fully customisable, and integrated with the AI so every draft starts from your firm's own style.

  • Dozens of templates across all UK practice areas
  • Edit templates to match your firm's house style
  • AI populates client and matter details automatically
  • Conveyancing, wills, commercial, litigation and more
Templates
Template library
Feature 06

Team access that fits your firm

Five role levels give you precise control over who can do what � from the firm owner to a temporary member of staff covering for a week. Directors can tune permissions per module, per role.

  • Owner � full access, billing, and configuration
  • Director � manage team, toggle AI modules per role
  • Management � full matter and client access
  • Staff � standard fee-earner access
  • Temp Staff � email drafts and contact viewing only

Invite by email with a one-time password. Module permissions (AML, conflict check, invoice drafting, etc.) can be turned on or off per role � so Directors decide exactly what each level of the team can use.

Settings � Team
Team management and permissions
Feature 07

On-Premises AI — Your Hardware, Your Data

Unlike every other AI legal platform, Susan keeps your data and your AI on infrastructure you own. One install. One flat fee. Your client data stays on UK infrastructure you control.

  • AI runs on a GPU server you control — no cloud AI dependency, zero third-party processing
  • No OpenAI, no Azure, no Google ever handling your client data
  • £35/user/month — flat fee, no per-query charges, no hidden AI costs
  • You own the hardware outright — from year two, costs drop significantly

Data sovereignty is not a feature tier. It is the product. Every firm on Susan gets the same guarantee: the AI never calls a third-party service. Your data stays on UK infrastructure you control.

Your firm's server
????? Fee earner
?
?? AI model
?? Documents
?
??? Matters
? No internet required for AI inference

All AI runs inside your server. Prompts, responses, and client data never leave the server you control.

Settings � AI Models
AI model manager
Feature 08

Full Email Client

A complete Outlook-style inbox built into Susan — so fee earners can read, reply, and log emails to matters without leaving the platform.

  • 3-pane inbox: folders, message list, reading and compose pane
  • IMAP sync with Outlook, Gmail, and Microsoft 365
  • AI reply drafting from the email sidebar — one click to draft, review, and send
  • Log to matter — every email thread linked to the relevant file
  • Personal SMTP configuration per fee earner
Email — Inbox
Email client inbox
Feature 09

Client Portal

Give clients a private, branded portal to track their matter, view invoices, and sign documents — without needing an account or login.

  • Branded portal link sent to each client — no app login required
  • Clients view matter status, invoices, and shared documents
  • Digital signature requests — send, track, and receive signed documents
  • Secure messaging between client and fee earner, logged to the matter
  • Intake forms — collect new client information before the first meeting
Client Portal — Messages
Client portal messages
Everything included

Everything included from day one

£35/user/month covers the full platform — no bolt-ons, no upgrade tiers, no per-query AI charges.

AML Automation

Automatic anti-money laundering checks on every new client instruction.

Conflict Checking

Instant conflict checks against your entire client and matter database on every new instruction.

Calendar & Scheduling

AI-assisted scheduling, key date management, and deadline alerts across every matter.

File Closure

Automated file closure letters and archiving when a matter reaches its end.

Engagement Letters

Auto-drafted and sent on matter opening using your standard terms. No manual intervention needed.

Time & Billing

6-minute unit time recording, fixed fee matters, SRA-compliant invoice generation, and WIP reporting.

Annual Reviews

Automatic client review triggers at 12 months with AI-drafted letters ready to send.

Encrypted Backups

AES-256-GCM encrypted at rest. One-click restore. Backup destinations: local, OneDrive, Google Drive, S3.

AI Phone Receptionist

Twilio integration: AI answers calls with custom greeting, transcribes voicemail, summarises intent, creates follow-up tasks.

Choose Your AI Provider

On-server Ollama by default. Optionally switch to Anthropic Claude, OpenAI GPT-4o, or Groq Llama 3.3 — bring your own key.

PII Redaction

When external AI is enabled, prompts are scrubbed of UK PII (NI numbers, postcodes, sort codes, phones, emails) before being sent.

7-year Audit Log

Every login, change, AI call, and reconciliation logged. Default retention 7 years (configurable). SRA + ICAEW compliant.

Branding Studio

8 colour themes, 5 document header styles, 4 typography pairings, custom logo, configurable footer. Match your firm's letterhead in minutes.

Letter Before Action

AI-drafted pre-action protocol letters using firm-specific templates and matter context.

Completion Statement

Conveyancing completion statement generation — one click from a fully reconciled matter.

Meeting Notes Drafter

Turn rough bullet points into a structured attendance note ready for the file. Saves 10 minutes per meeting.

Matter Opening Pack

Engagement letter, file-opening checklist, AML screening, conflict check — all generated and ready to send the moment you open a new matter.

Fee Note Drafter

AI-written fee narratives that match your time entries and disbursements. SRA-compliant invoice language out of the box.

Ready to get started

See it running live

We'll show you the full system on a demo call — usually 30 minutes. No sales pitch, just a working demo with your practice area in mind.

Book a demo → View pricing