Evaluating any software can be tricky. We recommend you slow down to speed up. Take a look at your firm’s biggest pains and goals. You need tech to help you focus on specialized work. Prioritize your pains to help give you and your firm direction for the types of tools you need. When it comes to practice management, we’ve made an easy-to-use rubric to help you evaluate vendors within the space.

Because practice management is at the center of your firm’s operations and data, you need to be certain that the transition will go smoothly. Migrating to a new practice management tool should include structured onboarding, additional trainings if needed, a guided approach to setting up the tool based on best practices, and data import when possible. In general, you should expect change. This is a great time to re-evaluate almost everything. Find new ways to be more efficient. Create new processes and templates for uniformity.

Different sizes of firms need different things. Canopy has grown to support firms of all sizes. With Canopy, you can grow—whether that’s in revenue, head count, or free time. A good practice management tool will be flexible to your needs and aspirations. But, most importantly, it won’t limit you.

All-in-one practice management gives you more in one place. This means less clicks, less searching, less logging in, less support chats. This means more product knowledge, more simplicity, more uniformity. Point solutions (tools meant to do one thing) can have their place based on your workflow and your clients’ needs. At Canopy, we are of the opinion that the fewer softwares you have to manage, the more efficient you and your firm will be. You’ll utilize more of the products you do have. You’ll have less software creep (overlapping functionality from several vendors). And you’ll get more bang for your buck.