Email Integration

When Sodium sends a proposal, engagement letter, or notification to a client, the email comes from your practice address and appears in your sent items — giving you a complete record of every communication. The sender name, reply-to address, and signature are all configurable — so clients see your brand, not ours.

Sodium supports both major email platforms. Connect via OAuth — no passwords stored, no app-specific credentials to manage. Whether your practice uses Outlook or Gmail, the setup takes seconds.

Choose the display name and email address that appears on outgoing messages. Use your firm's main address, a specific partner's address, or a dedicated mailbox — whatever fits your practice's communication style.

Design custom HTML headers and footers that wrap every email Sodium sends. Add your logo, practice colours, contact details, or regulatory disclaimers — and know they'll appear consistently across proposals, engagement letters, and every other client-facing message.

Headers and footers are managed through Sodium's content management system, where you can create reusable content blocks and update them in one place.

Sodium uses your email connection for all client-facing communications:

• Proposal invitations and reminders
• Engagement letter delivery and signed copies
• Direct Debit mandate confirmations
• Professional clearance letter correspondence

Every email maintains your practice's identity and professionalism, while Sodium handles the timing and content generation.