Ignition only starts the process. Canopy is the whole kit and caboodle.
We have no problem saying it: Ignition is a great proposal tool. It's just that Canopy Engagements are built inside your practice management platform—where proposals automatically trigger workflows, invoices, and client communication. All in one place.
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Packages |
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Customizable Engagements |
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Automate Invoice Creation |
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Collect & Save Payment Details |
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Customize Billing Frequency |
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Unlimited eSignatures |
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Automate Task Creation |
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Service Item Reporting |
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Time Tracking & WIP |
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Custom Domain & Client Portal |
Packages
Customizable Engagements
Automate Invoice Creation
Collect & Save Payment Details
Customize Billing Frequency
Unlimited eSignatures
Automate Task Creation
Service Item Reporting
Time Tracking & WIP
Custom Domain & Client Portal
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4.5 stars on Capterra
It's time to look at engagements differently. Ignition is a single-purpose tool for proposals and payments, which means you're going to spend a lot of time app-hopping. With Canopy, you get Engagements in the same system you manage your work. Making it easier than ever to turn an out-of-scope request into your next set of billable hours (conveniently, also tracked in Canopy).
Give your Clients Choices...
And your firm higher-value work. With packages now in Canopy, you can see a revenue uplift simply by showing clients additional offerings. Surprise yourself and your clients, and watch how, on average, you increase average proposal value by 30%. Canopy Engagements is only one powerful part of our all-in-one Practice Management solution.
Improves Cashflow
Demand more from your proposals than just looking good (which ours do). Automatically create invoices and capture payment details. In fact, you can say goodbye to out-of-scope requests. With clear T's & C's, every out-of-scope request becomes a new engagement opportunity. $ound$ awe$ome, right?
Get Paid Fast
Two business days. Reliably. That’s it. That's the blurb.
Ignition users often add tools for billing, workflows, and client communication. But integrations break. Vendors point fingers. And firms are left trying to track down a fix. Canopy brings it all together with one login, portal, and bill. Spend your time advising and working on your business, not following pointed fingers.
Firms used to think Practice Management just meant tracking projects. Then came Canopy—where every Engagement kicks off the work automatically, every Smart Intake populates your CRM instantly, and every workflow stays connected to your client, your billing, and your bottom line.
Canopy doesn’t just help you manage your practice.
It runs your practice—intelligently.
