It’s time to look at engagement letters and proposals differently.
Increase Firm Revenue
Set clear pricing and terms up front so every out-of-scope request becomes a new opportunity to boost revenue. When clients ask for extra work, you can confidently point back to the agreement and issue a new engagement.
Delight Your Clients
The proposal isn’t just a document—it’s the first impression you make. Send securely to prospects and clients. Did we mention, it’s already in our well-loved (and used) client portal?
Work Smarter
There’s smart work and there’s busy work. Remove the busy work of project kickoff and automate it. Workflow gets triggered the moment a client signs the engagement. No more lag time due to … busy work.
With Canopy’s engagement packages, you can offer structured, tiered service options – like Basic, Standard, or Premium– without extra setup or admin. Each package connects directly to tasks, billing, and workflows so since a client chooses, your team can get to work.
We’re here to help you stick to your true role: trusted advisor guiding clients to financial success. Let Canopy take on the reminders, automated payment collection, and the communication of boundaries (more formally known as t’s and c’s). That way, you and the client are on the same page. Any “out of scope” requests can point back to the terms and require a new engagement.
Building proposals from scratch every time is a surefire way to slow down your workflow. With Canopy, you can create proposals once, standardizing everything—services, tasks to be done, pricing, and terms—and then reuse them over and over again. It's easier than ever to de-silo engagements—anyone on your team can send—while maintaining uniformity across the firm.
The proposal isn’t just a document. It’s your firm's first impression. Now you can deliver a branded client experience so delightful, it almost signs itself. With customizable welcome messages, embedded videos, and PDF attachments, you can craft a polished client experience that builds trust (and your brand) from your very first interaction.
You've already put in the work to outline your proposal. The moment it's accepted, you’re off to the races, with Canopy automatically assigning tasks to your team and requesting client information. That’s because Canopy’s Engagements are built in, not bolted on with an integration. You can rely on Canopy to automate project kickoffs so you can focus on the client outcome.
