Socket Integration

Walled gardens are bad for practices. When a company forces you to use their products for everything just because you use one from their suite, their greed forces you to compromise. That's not how we do things.

Sodium is built to play nicely with the tools you already rely on — whether that's accounting software, cloud storage, payment providers, email, or proposal software. The Socket integration is proof of that commitment: we think our proposal feature is great, but Socket also does it brilliantly. So if you want to use Socket for proposals and Sodium for tasks, workflows, billing, client management, and everything else — we're here to support that.

Once connected, the native proposal features in Sodium are replaced with Socket. Proposals, clients and pricing that you create in Socket flow through to Sodium automatically — no rekeying, no copy-pasting, no switching between spreadsheets.

Your Sodium proposals page shows every Socket proposal with its status, client name, total value, and start date. You can view proposal details directly in Sodium or jump back to Socket with one click.

When a proposal comes through from Socket, the client might already exist in Sodium — or they might be brand new. The integration handles both:

• Import Client — creates a new client record in Sodium from the Socket data, automatically enriching it with Companies House information (company number, incorporation date, registered address, SIC codes)
• Map to Existing — links the proposal to a client already in Sodium, preventing duplicates

Socket and Sodium both have their own service catalogues. The first time a Socket service appears on a proposal, Sodium asks you to match it to one of your Sodium services — or create a new one on the spot.

Sodium remembers these mappings, so future proposals with the same services are matched automatically. Map once, never think about it again.

We don't dictate how you use this. Some practices prefer to wait until a proposal is won before importing the client and setting up services. Others want to get ahead and import clients and services while the proposal is still in progress, with services set to "Proposed" until the deal closes. The system is built to be adaptable to how you want to work.

If you import a client before the proposal is won, their services start as "Proposed". When the proposal is won in Socket, Sodium knows — it prompts you to activate the client's services and billing with one click. Everything flows through at the agreed pricing and frequency, no rekeying required.

Once the proposal is won and services are active, Sodium takes over. Your team gets everything they need to deliver:

• Recurring tasks generated from service definitions
• Workflows attached to those tasks with steps, deadlines, and assignments
• Automated billing based on the agreed pricing
• Document management, document requests, approvals, and client portal delivery
• AML compliance, kanban boards, forms, and everything else that makes running your practice easier

Socket handles the winning. Sodium handles the running.