Client Engagement & Client Portal
Learn about Canopy's Client Engagement solution with features like Client Portal, Engagements, Email, 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
Engagements
- Create an Engagement Item Template
- Navigate the Engagement Builder
- Understand the Client Acceptance Experience
- Explore the Engagements List
- Create a Letter
- Create a Letter Template
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