Meet your new favorite coworker.
Canopy Coworker is our Everywhere AI. Not a chatbot that just answers questions, or a copilot that only makes suggestions.
Coworker is the execution layer that actually does the work.
Make your
perfect
Coworker.
—
—
—
Dive a little deeper into Canopy Coworker
Canopy Coworker can (and will) do a million things to make your life—and your firm's work—easier. Learn about just a handful of them in this demo video. Or learn about even more by calling a Canopy rep today.
Canopy coworker
Your wish is Coworker’s command
Canopy Coworker is basically an office genie. From the plan to the execution to monitoring, it makes things happen. It’s like adding headcount without actually adding headcount. Just tell it what you want in plain english and—WHOOSH—Canopy Coworker does it.
canopy coworker
Coworker kills the time-killers
That might sound a bit violent, but it’s true: Canopy Coworker is the death of busywork. Multi-step processes run automatically, end to end. Why wouldn’t you automate the busywork, so you can focus on expertise, advisory, and relationships?
canopy coworker
Native AI means secure
Nothing—PII, financials, SSNs— leaves the “walls” of Canopy’s secure, audited environment. No sharing. Zero data leakage.
Canopy's New Everywhere AI
OK, that was fun but why should I care about Canopy Coworker?
Transparency all the way down
Everything follows a fully-transparent execution loop to ensure accuracy and oversight.
Coworker learns as it goes (within your boundaries)
You set Coworker's floors and ceilings. And from there, the AI will operate only within the boundaries you establish.
Firm policy always wins
Coworker makes sure AI scales safely across your firm and then monitors performance, telling you where it’s actually reducing work and where it might just be making noise.
