Moving to SOOT
Bring your firm across, checked.
Directors import from CSV or Excel. Every row is checked before anything is saved.
Start here
Templates for every import
Contacts, matters (with insurers, schemes and other people), holidays, fee rates, invoices and ledger history.
Who uses it
- Directors
Each person sees this part only if their seat's role allows it. Directors decide who may view, change and assign.
Everything in moving to soot
Checked first
Wrong or missing data is flagged per row. Fix or skip it, then save all rows or none.
Ledgers that add up
Trust, business and fee book history comes across line by line and is checked against your old system's balances.
Documents named and matched
SOOT reads each document, suggests its name and finds the right matter from references inside it.
Undo
Every file is a batch you can undo, and the same file twice adds nothing.
See your own kind of matter in SOOT.
Book a demo with Lea, or start a free week with your own team. Times are South African time.