People who have switched to Canopy -- Tips and tricks?
Hi Everyone! My small firm (20 employees, 10 on my team) is in the process of migrating over to Canopy from Practice CS (Thompson Reuters).
Any useful tips for people who have been using Canopy? Like good "tags", "filters", or anything? Our implementation guide knows Canopy, but I don't feel like he has any idea of how it can make our practice more efficient. We have a massive client list (about 2,700 for the 10 of us) and so organizing all of this and filtering will be huge for us.
Even Task template ideas would be helpful too. I'm 33 on track to partner in a few years, so this set up we're doing now will likely dictate how efficient I am and my team is for a long while. Any help is very appreciated!!