Professional Clearance Letters (PCLs)

In PCL Settings, the first option is a simple toggle. If your firm doesn't use Professional Clearance Letters, just turn them off. Once disabled, all PCL-related elements disappear from the rest of the interface so nothing clutters your workflow.

Within the settings page you can manage the list of items that appear in your PCLs.

• Global items - Mark an item as global to include it on every Professional Clearance Letter, no matter which services the client has taken up.
• Service-specific items - Leave an item unmarked, and you'll be able to select it individually on each service. This lets you tailor PCLs based on exactly what you provide to that client.

On the same settings page you can also define the content and subject of the email used to send your PCLs. Once saved, every PCL email your team sends will follow your firm's preferred wording and tone automatically.

When you open a client record, Sodium will prompt you to send the Professional Clearance Letter if it hasn't already been done. Just click Send PCL, enter the recipient's email address, and optionally add the details of the previous firm. Hit Send and the system will:

• deliver the email using your chosen template
• record on the client timeline that the PCL has been sent

If you've handled the clearance outside the system, you can simply click Mark as Sent instead of sending an email. This keeps your client record accurate without duplicating work.