Keep client documents organised without changing the cloud storage your practice already uses. Sodium connects to Google Drive, OneDrive, or SharePoint and creates a structured folder hierarchy for every client — so files are always where you expect them.
Sodium doesn't store your documents — it connects to the cloud storage provider your practice already uses. Connect via OAuth and Sodium handles the rest, creating and maintaining an organised folder structure per client.
Your files stay in your storage account, under your control, with your existing access policies and permissions.
When you connect a storage provider, Sodium creates a dedicated folder for each client. Documents uploaded through Sodium are automatically filed into the right place, so your team doesn't need to navigate folder hierarchies manually.
Access client documents directly from the client record — upload, view, and manage files without leaving Sodium.
Documents aren't just stored — they're linked to the client records they belong to. Pin important files so they're always visible, and attach documents to specific areas of a client's profile for easy reference.
Every document interaction is tracked, giving you a complete history of what was uploaded, when, and by whom.
Already have a folder full of client documents? Sodium works alongside your existing file structure. Connect your storage and start using it immediately — there's no migration step and no need to reorganise what you already have.
Your documents never leave your cloud storage provider. Sodium simply provides a convenient, client-centred way to access and organise them.
Want to learn about other capabilities?
Explore all featuresHave questions or suggestions?
Get in touch