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Let’s take a quick look at the Client Record in the Client & Contact structure.
What Is the Client Record in Canopy?
The Client Record is the central hub for managing a client’s information, contacts, work, and activity in Canopy. From the client record, you can view details, collaborate with your team, and access all client-related tools in one place.
Why the Client Record Matters
The client record keeps everything tied to a client organized and accessible.
View and edit client and contact information
Manage client portal invites and team assignments
Track work across tasks, files, billing, and engagements
Quickly reference activity without switching screens
Table of Contents
Access the Client Record
Open the Client List.
Click the client’s name.
This opens the client record home page.
Client Record Overview
The left side of the client record displays key client information.
Client summary includes:
Filing status
Custom fields
Tags
Below the summary, you’ll see all contacts associated with the client.
From the Contacts section, you can:
Add new contacts
Expand a contact to view details
Send and manage client portal invites
To make edits:
Click the pencil icon to edit client or contact information
The Home tab also gives you a snapshot of:
Active tasks
Recent files
Notes
Active resolution cases
Upcoming events
Client Record Tabs
Use the tabs at the top of the client record to navigate between client-related areas.
Available tabs include:
Home
Communication
Notes
Files
Tasks
Engagements
Resolution Cases
Organizers
Billing
Time Entries
Quick View Client Info From Any Tab
As you move between tabs, you’ll see blue client info text at the top.
Click the blue text to view client and contact details
Stay on your current tab while referencing or editing information
This is helpful when you need client details without losing your place.
View and Manage Assigned Team Members
You can control which team members are assigned to a client.
In the top-right corner of the client record, click the blue person-with-plus icon.
Review assigned team members and their roles.
Make changes as needed, including creating new roles.
Important: Be sure to save your changes when you’re done.
Additional Client Actions
For more client management options:
Click the three dots in the upper-right corner of the client record.
Choose one of the following actions:
Edit
Archive
Delete
Summary
The client record is your command center for managing client information and work in Canopy. It centralizes communication, documents, tasks, billing, and team access so you can manage clients efficiently without jumping between tools.
Need help?
Contact Support or ask Penny, our AI support bot, for assistance.