Proposal to payment, faster
Use a single system to extend statements of work, track conversion of prospects, initiate project management, collect payments, and gain insights into the entire client journey with in-depth reporting.

Simplify client procedures
Tag clients and perform bulk actions, have uniform structure from client to client, and have clear delineation of roles and access. We're with Thoreau on the whole "simplify" thing (though we'd only say it once because, uh, simplicity).

Sophisticated client intake
Quickly assess client fit with a short questionnaire. Then, send an engagement outline, SOPs, and details of your offered services. Plus, with Canopy Payments, you can collect payment details or deposits upfront!