Give each intake call a clear next step.
For law firms and legal practices. Canopy takes a structured intake message and books consultations. Your team reviews notes from transcribed Market Canopy meetings.
Your day
A day in your business.
The moments that need an answer, and how your team can handle them.
Step 1: A new intake call arrives while everyone is with clients.
Canopy asks your approved intake questions, takes a message and routes the caller to your team. Your practice handles the assessment.
Step 2: A prospective client needs a consultation time.
Offer available consultation slots from your connected calendar and book the chosen time.
Step 3: A meeting ends with notes still to write.
With recording and transcription enabled in a Market Canopy meeting, review the capture and Canopy’s notes. Assign action items to create tasks; end-to-end encrypted mode excludes capture and notes.
Step 4: Your practice operates several firms.
Switch among linked organizations with explicit membership. Keep each firm’s conversations within its own organization and role permissions.
What it does
What Canopy does for your team.
Give Canopy the intake questions and actions you approve. Keep the assessment and advice with your practice.
Canopy acts on its own where you allow it, asks where you want a say, and never touches what you rule out.
Structured intake
Canopy takes a message using your questions and routes callers to the destination you choose.
Book consultations
Offer available calendar times and book the prospective client’s chosen slot.
Review meeting notes
Record and transcribe Market Canopy meetings in capture-enabled mode, then review Canopy’s notes.
Role-based access with explicit membership
Access to a tenant requires an explicit membership with a tenant-specific role, validated on every request and revoked with the membership.
Several firms
Linked organizations let authorized teammates switch firms while keeping each organization’s access separate.
Sample
A consultation request, illustrative
The receptionist takes a brief message. The practice reviews the inquiry before giving advice.
The plans that carry these jobs.
Each plan below carries some of these capabilities. Check its included features for the jobs you need. Agent, calendar and channel setup still apply.
Explore the jobs and their setup.
Questions from your team.
A receptionist takes a structured message using questions your practice approves, then routes the caller or books a consultation. Your practice handles assessment and legal advice.
Market Canopy meetings with host-enabled recording and transcription can produce captures and Canopy notes. Notes require transcription, eligible access and model funding. End-to-end encrypted mode excludes recording, transcription and notes. External meeting services are not promised.
Sign-in factors are enrolled per user — SMS, voice, WhatsApp, email and authenticator apps (TOTP) — with single-use recovery codes.
Linked organizations support switching between firms when each user has explicit membership and the required permissions. Each organization keeps its own access scope; brand links do not grant unrestricted access to another firm’s records.
Call the demo line, or try the chat.
Demo line coming soon.
Market Canopy
The AI platform for every conversation your business has.
Market Canopy is the AI-native platform for every conversation your business has. Canopy, your AI, answers customers, remembers conversations and gets the follow-up done across phone, texts, live chat, email, meetings and team chat. Built security-first, it keeps your business in control of what the AI does on its own.
453 S Spring ST, Suite 400, Los Angeles, CA 90017
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