Features

Configure your dashboard with widgets, activity feeds, and quick actions tailored to how you work.

Define your service catalogue with flexible pricing, AI-assisted pricing factors, revenue ranges, and automatic task generation.

Create professional proposals with online acceptance, digital signatures, engagement letters, and optional Direct Debit setup.

Manage tasks across your practice with recurring schedules, team assignments, client linking, and status tracking.

Break complex tasks into manageable steps with reusable workflow templates, progress tracking, and team assignments.

Create and manage reusable content blocks for engagement letters, proposals, and client communications.

Automatically enrich client data with Companies House information - company details, officers, filing history, and key dates.

Integrate with Adfin or GoCardless to collect fees by Direct Debit. Send mandate requests and include setup in your onboarding flow.

Send and track Professional Clearance Letters directly from client records, with customisable templates and automatic timeline updates.

AI is woven throughout Sodium - generating workflow steps, suggesting pricing factors, and drafting proposal content.

Sodium is built API-first. Everything you can do in the application, you can do through the API. Build integrations and automate workflows.