Standards-based, no lock-in

Connects to what your firm
already uses.

Susan talks to email, calendar, phone, storage, and AI providers via open standards. No bespoke vendor APIs. No mandatory ecosystem.

Email
Standard

Microsoft 365 / Outlook

Connect via standard IMAP for inbox sync, SMTP for outgoing. Works with every Outlook account — personal or business.

Standard

Gmail / Google Workspace

IMAP + SMTP with app password. All Gmail accounts and Google Workspace tenants supported.

Standard

Fastmail, Proton, others

Any IMAP/SMTP-compatible provider. Settings exposed in Account > IMAP and Settings > Communications.

Calendar
Standard

iCal / ICS feed

Susan exposes per-user ICS feeds you can subscribe to from Outlook, Apple Calendar, Google Calendar, or any standards-compliant client.

Standard

RFC 5545 RRULE

Recurring events use the standard iCalendar recurrence rule format. Susan-created events sync correctly to every major calendar app.

Phone (optional)
Optional

Twilio Voice

Configure with Account SID, Auth Token, and a Twilio number. Susan answers incoming calls with an AI-voiced greeting, transcribes voicemail, summarises intent, and creates a follow-up task on the matter.

Storage & Backup
Optional

Microsoft OneDrive

OAuth-based encrypted backup destination. Daily/weekly/monthly schedule with configurable retention.

Optional

Google Drive

OAuth-based encrypted backup destination. Backups are AES-256-GCM encrypted before leaving your machine.

Optional

S3-compatible storage

Any S3-compatible endpoint (AWS S3, Backblaze B2, Wasabi, MinIO). Bring your own bucket and credentials.

Standard

Local filesystem

Default backup destination — backups land in a Docker volume on your own machine. Browseable from the Settings > Backup page.

AI providers
Default

Ollama (on-server)

Llama 3.2 3B by default. Runs locally — no internet required. Switchable to any model in the Ollama library (Llama, Mistral, Qwen, Phi, Gemma).

External

Anthropic Claude

Bring-your-own API key. PII redaction applied before requests are sent. Useful for the most demanding drafting tasks.

External

OpenAI GPT-4o

Bring-your-own API key. Same redaction pipeline. Switch between providers in settings without restarting.

External

Groq (Llama 3.3 70B)

Fast hosted inference of Llama 3.3 70B. Bring-your-own API key. Lower cost than Claude/GPT-4o for high-volume drafting.

Voice & documents
Built-in

Whisper ASR

OpenAI Whisper running locally for dictation transcription. No audio leaves your firm.

Built-in

PDF / DOCX / XLSX

Generate and read PDFs, Word documents, Excel spreadsheets. Standard format support — no proprietary formats.

Workflows
Built-in

n8n self-hosted

Susan ships with n8n for the AI module workflows. n8n is also exposed at localhost:5678 if you want to add custom automations.

Built-in

Webhook receivers

Inbound webhooks for intake forms, e-signature callbacks, and Twilio voice events.