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.

Clients hear from the person they actually deal with. When a client's manager has their mailbox connected to Sodium, emails to that client can go out automatically from the manager's own address, so replies land in the right inbox and every message feels personal.

Switch it on once for the whole practice and each client's correspondence routes to their manager on its own, with no need to choose a sender every time. If a manager has no connected mailbox, Sodium quietly falls back to your practice default, so nothing is ever held up.

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.

Every connected mailbox carries its own signature, added to the emails it sends. A partner's mailbox can sign off with their name and direct line, while a shared info@ address uses a general practice sign-off.

Together with your practice-wide headers and footers, every email looks right for whoever it comes from, with no copy-pasting a signature into each message.

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
• Email broadcasts to many clients at once

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

Sending is only half the story. Enable receiving on your email connection and your mailbox becomes part of Sodium — browse conversations, map senders to clients, and fulfil document requests directly from email attachments.

Read more about what's possible on the Connected Mailbox page.