Onboarding is one of the biggest time drains in most firms...but it doesn't have to be.
In this session, KC Brothers and Liz Scott show you how modern firms are saving 20-50 minutes per client using Canopy's Smart Intake and Engagement tools. You'll learn everything you need to automate intake, simplify follow-ups, and send branded engagement letters that will wow your clients from day one.
In this session, you'll learn:
- How to speed up intake with smart checklists and questionnaires
- How to reduce follow-ups with automated reminders and AI pre-fill
- How to create branded engagement letters that get signed faster
- How to boost revenue by turning every out-of-scope request into a new engagement
Resources:
👉 Slide Deck
👉 The Engagement Toolkit
👉 The Smart Intake Playbook
