Compare Canopy to other practice management alternatives.
Canopy makes it easy to manage complex client relationships, internal communication, and high-volume work—in the office or on the go. With smart workflow automation, granular time & billing, and full document lifecycle management, it's a modern, intuitive platform that's also refreshingly easy to implement across your entire firm.
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All-in-one Suite (with Time & Billing, Document Management, Insights, etc.) |
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Integrated Clients & Contacts (CRM) |
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Secure iOS & Android Mobile Apps |
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Scalable Bulk Actions (invoicing, tasks, due dates, editing, etc.) |
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Work Management (automations, tasks, subtasks, checklists, etc.) |
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Enterprise-Grade Granular Security Permissions |
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Advanced Document Management (AI-document renaming, @mentioning, folder templates, storage, e-signatures, annotations, document merging, etc.) |
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Statement Generation |
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Partial Refunds, Reimbursements & Crediting |
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Internal Audit Trail Tracking |
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Generative AI Email Composure |
Limited |
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Time Tracking |
Limited |
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Dashboards & Advanced Analytics (plus AI-assisted reporting) |
Limited |
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New Engagement Management |
Limited |
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Implementation, Training, and Support |
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Client Portal |
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Integrations |
All-in-one Suite (with Time & Billing, Document Management, Insights, etc.)
Integrated Clients & Contacts (CRM)
Secure iOS & Android Mobile Apps
Scalable Bulk Actions (invoicing, tasks, due dates, editing, etc.)
Work Management (automations, tasks, subtasks, checklists, etc.)
Enterprise-Grade Granular Security Permissions
Advanced Document Management (AI-document renaming, @mentioning, folder templates, storage, e-signatures, annotations, document merging, etc.)
Statement Generation
Partial Refunds, Reimbursements & Crediting
Internal Audit Trail Tracking
Generative AI Email Composure
Time Tracking
Dashboards & Advanced Analytics (plus AI-assisted reporting)
New Engagement Management
Implementation, Training, and Support
Client Portal
Integrations
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4.5 stars on Capterra
Kick things off fast, keep your ducks in a row, and watch the payments roll in. We’ll handle the busywork—so you can spend less time wrangling tasks and more time looking like (name of rockstar from your generation here).
You work with documents constantly—storing, organizing, merging, annotating, cursing, and more. Rather than juggle third-party tools that just muck things up, keep everything in one place with Canopy's built-in document management. It's simpler for your team, smoother for your clients, and easier on your budget.
Canopy Time & Billing helps your firm stay on top of time, expenses, and invoicing. From retainers and bulk invoicing to timers and refunds, Canopy handles it. Meanwhile, flexible rates and auto-synced payments (surcharges included, if you’re into that) keep your cash flow moving silky smooth.
