Security
Not a staff member, not a director, not an AI. SOOT's rules are enforced inside the database itself, so they hold whichever screen, report or tool tries to get around them.
Who may see and change what is checked on every single request, not just hidden on the screen. AI in SOOT will only read and suggest; it can't approve, change or delete anything.
Request: void fee on 2026-0142
Refused
Only a person with fee approval can void a fee, with a reason.
Fees that need proof can't be billed without it, and once a fee is approved its documents can't be taken off. Invoices go out with everything behind them.
Every change to a matter is recorded: who made it, from which seat, when, and what it was before and after. No one can edit or delete the log, not even a director.
Example · 09:42
Due date 14 Nov → 21 Nov
Changed from the secretary's seat
Name the people who may not see a matter, whatever their role, even a director. They can't find it in search, reports, documents or anywhere else. One other director always keeps access.
And everything else
SOOT records money and never moves it.
A password alone never opens SOOT. Five wrong tries lock the account for 15 minutes.
The reason, who and when stay on record.
A task the trust money can't cover goes on hold until someone authorised releases it.
See where a matter's people appear elsewhere, and lock sensitive matters to the people on them.
When someone leaves, their work passes to the next person. Personal records stay personal.
Not even SOOT's owner can open your matters, clients, documents or money.
Files open inside SOOT in a safe viewer, so a bad attachment can't run scripts.
See who is signed in, sign someone out and choose how long a sign-in lasts.
Times are shown in South African time, money in rand, and SOOT never submits anything to SARS on your behalf: your accountant works from SOOT's figures.
Book a demo with Lea, or start a free week with your own team. Times are South African time.
