Your firm, your rules
Your firm, your rules.
One app for every role. A section a person may not view is hidden completely.
Start here
Roles and permissions
View, edit and assign for every section, per role. Directors decide exactly who sees what.
Who uses it
- Directors
- Office managers
Each person sees this part only if their seat's role allows it. Directors decide who may view, change and assign.
Everything in your firm, your rules
Seats and hand-over
When someone leaves, their seat passes to the next person with its work intact. Download the previous person's file first; personal records stay personal.
Set-up checklist
Firm details, branding, numbering, practice areas, rates, people, leave and more, ticking themselves off as you go.
Pull report on every list
Every section, list and table gives Excel, CSV or a printable PDF of what you're allowed to see.
Firm-wide change log
Changes to people, seats, HR, payroll and settings are recorded, with bank numbers masked.
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.