Leave it to us. We’ll get you up and running (or sprinting, or happily skipping, or whatever you do).
Get started with a contact-importing, practice-unclunking bang.
Get your account customized and set up for success.
Canopy boot camp (but with fewer pushups and less yelling).
4.6 stars on G2.com
“We really appreciate the support team that were assigned to us for implementation. The transition from our previous software was seamless. Their customer support has been very helpful.”
We’ve got all kinds of resources & support.
Our recommended consulting partners can help with everything—from optimizing your internal processes to running a more profitable firm to upskilling your employees, and everything in between.
Interested? Talk to your implementation specialist and/or CSM. They’d be happy to give you a list of recommended partners and make introductions to get you started.
Our software has built-in guides to help you get started right out of the gates. But—if you’re looking for a little more post-implementation, hands-on help—we offer a convenient menu of professional services that can be added on at any time. It’s like illuminating the Bat signal up in the sky, but for the Canopy customer experience team instead of a weird costumed billionaire vigilante. Our team is on standby—whether it’s when you acquire new clients, merge firms, train seasonal staff, or whatever else.
Resources & Support
In-app chat with our customer service experts
Call 855-558-8407 (ext #2)
Can’t find the answer you are looking for? Reach out to our support team.
Canopy will take care of your contact import and you will have a Q&A session with your specialist to make sure you are on the right track with your setup.
Standard implementation can be completed in as little as 2 weeks but may take longer depending on the time and effort being put into setting up the software.
The 3 main steps are:
• Contact Import
• File Migration (if applicable)
• Template creation
Once these 3 are out of the way, you are able to move over any remaining outstanding information and start sending out client portal invitations!
Official training is an extra cost under our Professional Services menu; however our product tutorials and educational video series will help to acclimate you and your team.
Canopy has a File Migration tool that allows you to migrate files in bulk once they are in a “local” environment. If you are currently storing files in a separate file storage software instead of your server or a local drive, you will need to download the files first before migrating them to Canopy.
Yes! We provide 37 task templates to help you get started with workflow so you don’t have to start from scratch. The rest of the templates are personal preference, but your specialist can help you with best practices and recommendations.
Your implementation specialist will walk you through the specifics, but we have product tutorials, an educational videos series, a support library, and of course the support team!