Client Management & Client Portal
Learn about Canopy's Client Management solutions such as the Client Portal, Engagements, and Client Requests.
Client List
Manage Clients
- Use Client Record Templates
- Add a Client
- Get to Know the Client Record
- Link a Connection to a Client
- Mark Connections as Inactive
- Archive Clients
Client Portal
Client Requests
- Create a New Client Request
- Use Client Request Templates
- Add Client Request Templates to Task Templates
- Create and Send Bulk Client Requests
- Send Drafted Client Requests in Bulk
- Send a Fillable PDF as a Client Request