Every click matters. In this exclusive workshop, we’ll show you how to unlock the most efficient path to success with Canopy’s tools—proving that the fewest clicks can deliver the greatest impact.
See how quickly and seamlessly you can move your firm’s client and contact information into Canopy’s new UI—setting the stage for a smarter, simpler experience.
✅ Learn how to get up and running with minimal effort
✅ Watch a live demo of our migration tool
✅ Discover tips for accelerating time-to-value for your team
Why Attend?
Whether you’re setting up for the first time or looking to streamline your workflows, this session will equip you with the confidence to:
- Migrate your client data with ease
- Reduce wasted clicks and complexity
- Maximize your ROI faster
👉 Seats are limited! Register now to secure your place and experience the fastest path to value with Canopy.
Meet your speakers:
