PRACTICE MANAGEMENT FOR LARGE FIRMS
Not Just Software. A Strategic Advantage.
Canopy gives you one unified platform that evolves with your firm, adapts to your workflows, and puts firm-wide performance at your fingertips.
Run a modern firm, not a software museum
People, processes, and client work in one modern platform—with the visibility partners need and the consistency your team relies on.
One Firm. Too Many Logins.
Proposals in one tool. Tasks in another. Docs somewhere else entirely. Canopy simplifies your tech stack into one powerful platform that’s built for how large firms really work.
Client Onboarding Shouldn’t Feel Like Herding Cats
Manual intake slows down your entire firm. Canopy’s smart, repeatable onboarding flows help your team start projects faster with fewer client follow-ups and cleaner data from the start.
More Work, Same Team? No Problem.
Canopy gives large firms the leverage to grow without overloading your staff. Automate the busywork, free up capacity, and scale with confidence.
Everything you need. Nothing you don't.
From intake to invoicing, every feature in Canopy is purpose-built to solve real workflow problems, not create new ones.
Workflow Automation + AI Powered Task Management
Canopy automatically handles reminders, task creation and status updates, so your team can focus on client work instead of chasing checklists.
Smart Client Intake + Document Collection
Make onboarding and document collection seamless thanks to Smart Intake. Canopy combines AI-generated document checklists, dynamic questionnaires, and CRM-integrated prefill to reduce back-and-forth and get client documents faster.
All-In-One Practice Management
Forget juggling disconnected systems. Canopy brings CRM, billing, task management, client portals, and file management into one secure, cloud-based platform. It’s a cleaner tech stack with fewer logins and smoother workflows across every team.
AI-Powered Email & Communication
From smart email drafting to AI-generated summaries, Canopy cuts down on manual work keeps your team aligned.
Engagements
Present services with professionalism and flexibility. Canopy lets you build pricing tiers, bulk-send engagement letters, and link engagements directly to workflows, streamlining onboarding, improving client clarity, and opening the door for cross-sell and upsell opportunities.
Advanced Reporting & Capacity Forecasting
Give partners and managers the data they need without waiting on spreadsheets. Canopy’s built-in Insights tools deliver live dashboards for capacity planning, pricing optimization, and profitability tracking. Spot bottlenecks, balance workloads, and get ahead of resourcing issues before they turn into full-fledged fires.
One platform. Big impact. How Solutions Group Accounting Firm transformed.
“With Canopy, we were able to free up 25 hours a week for an employee who handled accounts receivable. The efficiencies we’ve gained have made us significantly more profitable.”
Ready to get started?
Your future self will thank you.
Frequently Asked Questions
Can’t find the answer you are looking for? Reach out to our support team.
Canopy is built to scale. You can segment teams by service line, assign permissions by role, and manage work across departments with customizable workflows, templates, and firm-wide dashboards.