In this session, KC Brothers and Liz Scott will show you how modern firms are saving 20-50 minutes per client using Canopy’s Smart Intake and Engagement tools. You’ll learn everything you need to automate intake, simplify follow-ups, and send branded engagement letters that will wow your clients from day one.
In this session, you’ll learn:
How to speed up intake with smart checklists and questionnaires
How to reduce follow-ups with automated reminders and AI pre-fill
How to create branded engagement letters that get signed faster
How to boost revenue by turning every out-of-scope request into a new engagement
Save your seat & join live for 1 CPE credit!