16 workflow automations purpose-built on top of Canopy — no data leaves your system, no parallel tool for your team to learn.
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 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 matches bank and card feeds to Canopy entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Public Accounting Ops patterns, routes approvals, and sends payment files to Canopy — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Canopy, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI manages the PBC list, pulls each requested schedule from Canopy, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Canopy, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Canopy, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Canopy, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Canopy, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, 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 runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Canopy, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Canopy — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into Canopy, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. 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.
We build custom AI workflows on top of Canopy for any repetitive process. Tell us what you'd automate.
