Best Practice
Webinar Series

Learn Canopy best practices, get better results.

Document Management

 

Document Management

Learn the best practices for document management using Canopy as a core function of your firm. Explore real examples of firms using the software to the best possible effect, give live feedback to the team creating new features, and get your questions answered live.

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Time, Billing, Payments, and Invoicing

 

Time, Billing, Payments, and Invoicing

Come learn how the best firms in the industry are using Canopy to track effectiveness, profitability, and speeding up the time it takes to get your clients to pay. Give feedback to the team creating new features as well as getting your questions answered live.

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Client Relationship Management

 

Client Relationship Management

Explore the best methods used by firms to onboard new customers, paperlessly exchange documents and information, as well as keeping track of all client communications in a simple way. Come to give feedback to the team creating new features as well as getting your questions answered live.

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Workflow and Advanced Reporting

 

Workflow and Advanced Reporting

Every firms’ processes look a little different, but this session will focus on some of the very best practices used by multi-million dollar firms. Specific workflows and general best practices will be shared, as well as providing the opportunity to connect the team working on workflows. Questions will be answered throughout, and in a specific Q&A at the end of the session.

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