16 workflow automations purpose-built on top of Canopy — no data leaves your system, no parallel tool for your team to learn.
AI drafts the engagement letter, generates a tailored document-request list for the client's Public Accounting Ops profile, chases missing items across email and Canopy, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in Canopy, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and Canopy activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from Canopy and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI monitors Canopy and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in Canopy and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Canopy, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized case-status updates from live matter state in Canopy on a weekly cadence, and generates on-demand replies when the client asks — client satisfaction climbs, billable hours come back. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnesses — associate produces a defensible summary in 30 minutes. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Canopy, leaving associates to review only the 15% that actually need judgment — review cost drops 60%. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the research memo against the firm's prior work product, pulls current authority from Canopy, and produces a cite-checked first draft of the brief — associate refines, doesn't start from zero. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Canopy, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI rewrites narratives to match each client's outside-counsel guidelines in Canopy, flags block-billing, and pre-validates against the portal — write-down rate drops from 12% to under 3%. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI monitors the docket across Canopy and court portals, calculates response deadlines, calendars every owner, and escalates anything within 72 hours of running — zero missed deadlines, no matter how many matters. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Canopy for any repetitive process. Tell us what you'd automate.
