Client Engagement & Client Portal
Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, and Client Requests.
66 articles
- How do I create an Engagement Template in Canopy?
- How do I Create and Send an Engagement?
- How to View and Manage Engagements
- How do I Duplicate or Download an Engagement?
- Create a Letter (Legacy CRM)
- Create a Letter Template (Legacy CRM)
- Update Your Letter Templates
- Create Boilerplate Text for Templates
- Understand the Client Engagement Acceptance Experience
- How to Build Three-Tiered Engagement Packages in Canopy (and Why Your Firm Will Love Them)
- Ready to Use Engagement Template With Three-Tier Service Structure
Questionnaires
Build a custom form from scratch or from a template
- How do I build a Questionnaire from scratch?
- How do I generate a Questionnaire using AI?
- How do I build a Questionnaire using a template?
- How do I send a Questionnaire to a Contact or Client?
- How do I send Questionnaires in Bulk?
- How do I save a Questionnaire as a PDF or CSV file?
- How do I edit an already sent Questionnaire?
- How do I Pre-Fill a Questionnaire using AI?
- How do I send a Questionnaire using a Secure Link?
- How can I manage, retrieve, and mark client questionnaires as complete in Canopy?
- AI Prompt Library for Smarter Questionnaires in Canopy
Client Intake
Learn how to set up an efficient client intake process