Your firm can only be as sophisticated (and successful) as your processes & automation tools.
Make the most of the talent you already have by offloading busywork via automations & better operations.
Collaborate with ease while decreasing internal runaround.
Start saying no to clients (believe it or not, you can earn just as much—or more!—with the right kind of work).
Work has evolved—as have its tools—so make sure to use a system that can fix and/or optimize your processes.
If everything’s an emergency, nothing is. Feel free to let go of those clients that are knocking down your digital door at 3AM.
Knowing who you like to work for & what work you like to do will help you & your firm be the most profitable (and fulfilling).
Trust us: you can fire a client and grow your revenue. Use data to help you find the client profile that makes your firm most successful.
Take advantage of having robust reports, dashboards, and visualizations in the same system as all of your data—nothing static, everything customizable
Settle for no less than a software that facilitates 5-star client experiences
Dive deep into your firm data so you can easily make changes to workflows or make other on-the-go changes to make everything...better.
Make the most of the talent you already have by offloading busywork via automations & better operations.
Collaborate with ease while decreasing internal runaround.
Start saying no to clients (believe it or not, you can earn just as much—or more!—with the right kind of work).
Work has evolved—as have its tools—so make sure to use a system that can fix and/or optimize your processes.
If everything’s an emergency, nothing is. Feel free to let go of those clients that are knocking down your digital door at 3AM.
Knowing who you like to work for & what work you like to do will help you & your firm be the most profitable (and fulfilling).
Trust us: you can fire a client and grow your revenue. Use data to help you find the client profile that makes your firm most successful.
Take advantage of having robust reports, dashboards, and visualizations in the same system as all of your data—nothing static, everything customizable
Settle for no less than a software that facilitates 5-star client experiences
Dive deep into your firm data so you can easily make changes to workflows or make other on-the-go changes to make everything...better.
Completing the same amount of work you have today, with the talent you have, but in less time, with less stress, while creating better client experiences might sound like a joke to you, but it’s no laughing matter to us. Here’s how Canopy’s Practice Management suite can help you optimize, maximize, sophisti-cize your current situation– all by merely changing your software.
Now we service clients nationwide. For a long time it was primarily in New England and now we have clients all over the country.”
175%
firm growth from 2022-2024
33
employees after scaling with Canopy
50%
of the firm operates remotely
