Client Management & Client Portal
Learn about Canopy's Client Management solutions such as the Client Portal, Engagements, and Client Requests.
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
Engagements
- Use Client Surveys
- Create an Engagement
- Create an Engagement Letter
- Create a Letter Template
- Update Your Letter Templates
- Add Forms to an Engagement