With Canopy Engagements you get all of the benefits of Practice Management in the same solution. Automate project management at the moment of acceptance, eliminating much of your administrative busy work pertaining to onboarding a new client. You will also be able to directly associate service items within Canopy onto your engagement. Because these tools or solutions are separate softwares, you have to rely on integrations to push client or prospect details into your practice management software, and you still have to manually create the projects and tasks.

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With the Engagement builder, it's possible to create engagement item templates specific to your firm and then customize for each prospect or client. Simply take the information you’ve already established and populate it into the existing fields in the engagement item template and save. And because engagements can be rather custom for each prospect or client, you can then take any or multiple engagement item templates to create each engagement needed. For active engagements, you can upload the formal document into the file section of the client record.

Engagements is included standard with our base product, Client Engagement. This includes the engagement builder, the client acceptance experience, eSignatures, and engagement management as well as all of the traditional functionality of our CRM.

Not only will you be able to track engagements at a high level, but you’ll be able to sort and filter by several attributes. You can go directly to the engagement or the client from the list as well as see the progress on the associated tasks with each engagement. Check on engagements assigned to a specific role, team or individual. See who still needs to sign a pending engagement.

Multiple signees can be added to an engagement included in the cost of the standard product.

No. With secure link technology, prospects can go through a branded and guided experience without logging into a portal. Clients with a client portal can either receive and interact with an engagement through the secure link technology or via the client portal– whatever works best for you and your client.

Canopy's Client Engagement includes Engagements & Proposals, which is usually accomplished through another software.  We help you eliminate software creep and make the most of your software spend. Not only that, but since Engagements lives side by side with our CRM, payment, and project management software, you can pull from those data fields as you're building an Engagement. Instantly associate service items and rates. Automatically kick off tasks while creating the engagement for easy project management.