Set a document's folder and visibility from a workflow step
A document-producing workflow step can now set where the document lands and who can see it.
Change Log — July 2026
The 57 changes Sodium shipped in July 2026: 25 new features, 20 improvements, 11 fixes and 1 speed-up, with the most activity in Client Management, Workflow Steps and Services & Pricing.
Sodium is constantly improving, based on your feedback. Whether it's a big feature idea or a small tweak, we want to hear from you.
Filter saved views by custom field
Build a saved view around one of your own custom fields.
Attach files to client emails
Attach documents to an email you're sending a client.
Filter clients with no service or package
Find clients who don't have a service or a package applied yet.
Multiple emails and phone numbers per contact
Store more than one email address and phone number against a contact.
Duplicate contacts on CSV import
CSV import no longer creates a duplicate contact when the name already matches one on the client.
Import multiple workflows from the library at once
Bring several library workflows into your practice in a single import.
Upload Document workflow step
Add a step that asks for a document upload as part of a workflow.
Practice Documents library
Keep a library of the files you send again and again, ready to attach without hunting for them.
Negative service values
Price a service with a negative value, for credits and discounts.
Quicker task filtering and assignee edits
Filter tasks further, sort them more simply, and change who's assigned without opening the task.
Standard users can add email connections
Connecting your own mailbox no longer needs an admin to do it for you.
Workflow email step content loss
An email workflow step no longer loses its content while you're editing it.
More due-date options on start-driven recurring tasks
Set a due date like "the 15th" or "the last Friday" even on a task whose start date is fixed.
Hide the focus panel
Turn off the task focus panel if you prefer working without it.
VAT dates computed automatically
A client's VAT-related key dates are now computed for you and shown read-only, so they can't drift out of sync with a manual one.
Holiday shift moving a date's month
A holiday-driven date shift no longer pushes a derived date into the wrong month.
Link a contact to more than one client
Add an existing contact to another client directly from the contact page.
MCP over HTTP
Connect to your Sodium Practice using Claude, ChatGPT and Gemini.
Dashboard-wide widget settings
Configure settings that apply across your whole dashboard, not just one widget at a time.
Client Count widget
Add a widget showing your client count, filtered the way you want.
Workflow step group gating
A workflow group's steps now correctly wait on the group before it, even when an earlier group was skipped.
Preferred name for contacts
Set a contact's preferred name and use it throughout forms, lists, templates and merged documents.
Long form dialogs and multi-select lists
These now scroll properly instead of running off-screen.
Long document summaries
A long document summary no longer gets cut off.
Faster task list
The task list loads faster, especially for practices with a lot of client data.
More fields on the client data step
Collect UTR, authorisation and consent as part of onboarding data collection.
Association client type
Add an Association as a client type, alongside company, sole trader and partnership.
Import contacts by CSV
Bring contacts in separately from clients, with their own import wizard.
Smarter template editor
Template tokens now autocomplete, show as coloured chips, and get flagged if something's wrong with the syntax.
Business email as a recipient option
Business Email is now available as a recipient option when sending to a client.
Related clients
Link related clients together on the client record.
Merge duplicate contacts
Merge two contact records that turned out to be the same person.
Clearer import status
See accurate progress on a CSV import, and refreshing the page no longer loses your place.
Import from Ignition, and better Pixie imports
Bring your client data across from Ignition, and CSV imports from Pixie handle more fields correctly.
Per-proposal Direct Debit and ID verification
Turn Direct Debit collection and ID verification on or off for an individual proposal, instead of using the practice default.
Service dialog with many pricing factors
A service dialog with many pricing factors no longer runs off the bottom of the screen.
Sales Pipeline
A CRM built into your practice management: track prospects through a drag-and-drop sales funnel.
Better client search
Client search returns more relevant matches.
Shared Drives in Google Drive
Point document storage at a Google Shared Drive, not just My Drive.
Price overrides on duplicated tiered services
Duplicating a tiered service now keeps its price overrides.
Decimal pricing factors
Pricing factors now accept decimal values.
Snooze chasing
Pause the automatic chase reminders on a document request or item for a while.
Conditional workflow steps
Show or skip a workflow step based on an earlier answer or field value.
Date basis on saved views
A saved view can now filter by a specific date basis, or by any date.
Time Tracking
Start a timer from any task and the time lands on the client record, ready to bill.
Consistent workflow step failure notifications
See a consistent notification when a workflow step fails, wherever it happens.
More reliable workflow step execution
A workflow step now runs exactly once, even if the system retries in the background.
New reports, with descriptions and favourites
Five new reports added to the reporting suite - Service Delivery, Client Responsiveness, WIP Ageing, Team Workload and Workflow Step Analysis - each with a description of what it shows, and you can mark your favourites.
Default email connection
You can no longer accidentally remove your default email connection.
Task history
See a full history of changes and stage changes on a task, in order.
Bulk email
Email hundreds of clients at once, each message personalised from their record.
Separate send and read sharing on a mailbox connection
Share a mailbox connection for sending only, reading only, or both.
Live updates on tasks
Task notes, checklists and workflow steps now update live for everyone viewing them, without needing to refresh.
Share a saved view
Share a saved filter view with your team instead of keeping it to yourself.
Template token and content block edge cases
Dictionary tokens now match regardless of case, and a content block that referenced itself no longer breaks the document.
Setup fee on services
Add a one-off setup fee to a service, on top of its recurring price.
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