Canopy is an all-in-one practice management platform that streamlines firm operations, centralizes client work, and automates key workflows. It replaces fragmented tools with a unified system that improves efficiency, workload visibility, and the overall client experience.
Key Benefits
- Canopy is ideal for firms looking to adopt modern, cloud-based practice management to improve efficiency and scale with less administrative overhead.
- CRM and document management in a single platform
- Smart client intake with AI-powered questionnaires and checklists
- Workflow automation with reusable templates that work for you.
- Integrated time tracking, billing, and secure payments modules
- Capacity planning with drag-and-drop task reallocation
- Client portal for messaging, file sharing, eSignature, and payment collection
- Real-time dashboards for workload and business insights
To learn more contact us at CanopySalesContact@rightworks.com