Last updated: 15 June 2022

This roadmap is meant to provide Canopy users with some insight into what updates our team is working on making available to you. The roadmap is roughly updated on a monthly basis.

Practice Management

Workflow Automation (Beta)

Description: Workflow automation will allow users to set up automations on their tasks and subtasks. You can choose from a wealth of different conditions to trigger various actions to take place automatically in Canopy. You will be able to automate actions like sending clients emails, notifying teammates of completed subtasks, or updating task status. This feature will initially be released to users who have signed up for the beta. 

Canopy Virtual Drive (Beta)

Description: The virtual drive will work in the same fashion as all of your favorite cloud storage drives. You'll have access to all of your Canopy files and folders directly on your computer. Open a file from the drive in the application of your choice, make any edits, and save it to see the changes automatically reflected in Canopy. Drag and drop files to upload them to Canopy or to copy them to your local storage. This feature will initially be released to users who have signed up for the beta.

Inbox Comments and Mentions

Description: We are working to add an internal comment feed to emails. You'll be able to mention or tag team members in the comment feed and discuss any internal matters. Comments will also have a dedicated tab on the Inbox where you can view a list of all unread comments.

Retainers (Account Payments)

Description: Clients will be able to make payments without an invoice. These payments or retainers will be applied to their accounts as an account credit.