Support

Real people. Real help.

SOOT is built and supported by the person who designed it. Book a time, ask a question, or read the answers below.

Getting started

From first call to first matter.

  1. 1

    Book a demo or a free week

    Pick a free time that suits you. We confirm by email with a meeting link.

  2. 2

    We set up your firm

    Firm details, branding and letterhead, file numbering, practice areas and rates. SOOT's set-up checklist ticks itself off as you go.

  3. 3

    Bring your data across

    Contacts, matters, ledgers, invoices and documents, each checked row by row before anything is saved.

  4. 4

    Add your people

    Each person gets a seat and an invitation email, and sets up an authenticator app on their first login.

  5. 5

    Training by role

    Everyone learns the parts of SOOT their seat uses, online or at your offices.

Common questions

Do we need to install anything?
No. SOOT works in any modern browser on a computer, and installs on a phone from the browser. Staff with HR-only seats can do everything on their phone.
Does SOOT move our money?
Never. Your clients' money stays in your firm's bank account. SOOT records it, shows each matter's balance and tells you when trust runs low.
Why do we need an authenticator app?
Every login needs a code from an authenticator app on your phone, so a stolen password alone can never open your firm's data.
Can SOOT see our matters?
No. Each firm's data is kept apart, and not even SOOT's owner can open your matters, clients, documents or money.
Which email do we use?
Each person connects their own Gmail or Outlook mailbox. Emails are filed to matters, and Outlook users can see their SOOT appointments in their Outlook calendar.
What happens when someone leaves?
Their seat passes to the next person with all its work. Before that, you can download the previous person's file: their HR record, leave, payslips, documents and activity.
Can we get our documents out?
Documents open inside SOOT. Payslips, reports, forms (Word and PDF) and the previous person's file can be downloaded, and every list has a Pull report option for Excel, CSV or PDF.
Does SOOT submit to SARS?
No. SOOT works out PAYE, UIF and SDL on payroll and keeps the figures and reports your accountant needs to submit.

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.