Trust and money
Know the money before you act.
Your clients' money never leaves your bank account. SOOT records it and never moves it, and shows each matter's money in one box.
Start here
Trust, cover and what's committed
Recorded trust (private clients) and insurer cover, less authorised quotations and unbilled approved fees, with a Proceed or Wait on every matter.
Who uses it
- Directors
- Accounts
- Attorneys
Each person sees this part only if their seat's role allows it. Directors decide who may view, change and assign.
Everything in trust and money
Funding safeguard
A task the money can't carry goes on hold until someone authorised releases it, with the client's or insurer's consent where needed.
Low trust alerts
The right people are told when a private client's trust drops below its alert.
Money spotted in email
Emails about cover granted or money received are flagged for accounts to allocate to the matter.
Firm money totals
Directors see recorded trust, money owed, fees to review, ready to invoice and invoiced this month and year, as totals.
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.