Finally — software that doesn't charge you for your clients.
Every other platform bills per seat. Every client you invite costs more. Canopy doesn't work that way. One firm price. Unlimited client portals. Your clients never create accounts, so you never pay for them.
Core
Everything a growing firm needs to close projects cleanly, deliver with proof, and stop losing hours to delivery admin.
- Up to 5 staff users
- Every client gets their own portal — no charge per client, ever
- Every delivery tracked. Clients open with one click. No accounts.
- Timestamped proof of delivery — every document, every send
- Download a PDF delivery receipt — your admin record, ready to produce
- Know what's changing at CARB, Water Boards, DTSC, CalGEM, and EPA ECHO before your clients do
- A daily Flyover of what changed across every project — grounded in your own files
- 30-day money-back — if it doesn't work for your firm, we refund you
Pro
Your whole firm, visible from one place. Every project, every deadline, every delivery — with AI that knows your work history and answers questions in seconds. For firms that are growing and need to operate like they're already bigger.
- Up to 15 staff users
- Everything in Core
- A co-pilot that reads your firm's own project history — every document, every delivery, every engagement
- Team workload and portfolio dashboard
- Regulatory alert customization — filter by agency and project type
- Priority support (business-day response)
- Early access to new features
- 30-day money-back — if it doesn't work for your firm, we refund you
Practice
For firms with multiple PMs, complex portfolios, and clients who expect a white-glove experience. Firm-wide visibility, dedicated onboarding, and same-day support when it matters.
- Up to 35 staff users
- Everything in Pro
- Firm-wide regulatory alert routing
- Dedicated onboarding
- Priority support (same-business-day response)
- 30-day money-back — if it doesn't work for your firm, we refund you
Annual billing available — save two months. Contact us after signing up or get in touch before to set up annual billing from day one.
Enterprise — multi-office firms
Custom portal branding, API access, multi-office management, and integrations. Contact us to discuss.
Get in touch →Why Canopy beats per-seat pricing
| Feature | Typical competitors | Canopy |
|---|---|---|
| Client portal access | Per-seat charge | Unlimited, always free |
| Client login required | Yes | No — one link, no account |
| Delivery proof | No | Timestamped receipt, downloadable — dispute-ready |
| CA regulatory feeds | No | CARB, Water Boards, DTSC, CalGEM, EPA ECHO — live |
| AI across project history | Generic AI | Trained on your firm's own work |
| California focus | National / generic | CA workflows, CA agencies — built in, not bolted on |
| Cancel anytime | Often annual contracts | Month-to-month, no contract |
Common questions
Do my clients need to pay or sign up for anything?
No. Clients receive a magic-link by email and open documents in one click. No account. No password. No charge — ever. Unlimited client portals are included on every plan.
What is SHA-256 delivery verification?
When you upload a document, Canopy generates a cryptographic fingerprint (SHA-256 hash) tied to a timestamp. If a regulator or client disputes receipt or version, you have immutable, defensible proof of what was delivered and when — a record you can produce in a dispute or regulatory review.
What regulatory feeds are included?
Live California data from CARB, CalEPA (DTSC, CalRecycle, OEHHA), CalGEM, CIWQS, and EPA ECHO — the agencies California environmental firms actually file with, updated continuously. Colorado feeds (COGCC, CDPHE APCD, WQCD) are in active build — join the early-access list and we'll turn them on for your firm as they ship.
How does the Project AI work?
Canopy's AI is trained on your firm's own documents and project history — not generic legal databases. Ask questions like "What did we submit to RWQCB on the Fresno site last year?" and get answers drawn from your actual work.
Can I use Canopy for stormwater, SWPPP, or Phase I/II ESA projects?
Yes. Canopy works for any compliance document delivery — SWPPP, SPCC, Phase I/II ESA, RI/FS, remediation reports, CEQA documents, DTSC submittals, and more.
What happens if I need more than 5 staff users on Core?
Upgrade to Pro (up to 15 staff) or Practice (up to 35 staff). You can upgrade anytime from your account settings.
Is there a contract or commitment?
No. Every plan is month-to-month. Cancel anytime. We also offer a 30-day money-back guarantee — if Canopy doesn't work for your firm, we'll refund your first month, no questions asked.
Your firm runs on trust. Canopy makes trust easy to prove.
30-day money-back guarantee. No contracts. Cancel anytime.