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Is your firm running as smoothly as it could be? Or are clunky, disconnected systems slowing your team down?
In this session, Lera Kooper walks through how her firm used Canopy to unclink their operations, going from 14 tools down to just 4. You'll get a behind-the-scenes look at what it really takes to simplify and streamline your firm.
Watch now and learn:
- How a modern practice management system can drive efficiency across your team
- What it means to unclunk your firm, and why it’s critical for long-term success
- Firsthand insights from a Canopy customer on creating smoother workflows and a better client experience
Evaluating a new practice management software? Download our checklist 👇
Practice Management Evaluation Tool
