Firm Management October 16, 2025
Canopy Launches AI-Powered Client Intake System
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Firm Management October 16, 2025
The system predicts which documents and answers are needed, pre-fills known information, and automatically matches and renames uploaded files.
Firm Management October 8, 2025
Using an AI client and firm management system has freed our professional staff to focus on conversations and insights instead of just getting accurate numbers.