plans

plans

plans

Legal & Professional Services

Bring structure to every client conversation

Small firms run on email — but without structure, things slip. With Canary, manage client communication with clarity, accountability, and compliance.

Start free trial

No credit card required

plans

plans

plans

Why email gets messy

Clients send documents and updates at all hours

Different team members reply with conflicting info

Deadlines and follow-ups get missed

Internal coordination happens in Slack or Word, not tied to the client thread

No visibility into response times, bottlenecks, or client satisfaction

How Canary helps

Shared inbox

All client communication in one clear, transparent space

Smart ticketing

Track status like “Waiting for Docs” or “Ready to File”

Tags & templates

Polished, consistent replies for NDAs, invoices, or reminders

Analytics

Track responsiveness and client satisfaction with ease

Privacy first

Role-based access, fully GDPR & HIPAA compliant.

Internal chat & mentions

Coordinate without juggling Slack and Gmail

plans

plans

plans

Who it’s perfect for

Boutique law firms (lawyers, paralegals, assistants)

Accounting & tax professionals

Business consultants & fractional executives

Contract managers & compliance advisors

Agencies handling HR, legal, or strategic client work

plans

plans

Real use cases

Law firm: No more missed deadlines

Before:

Partner answers the client, but junior isn’t looped in. Filing delayed.

After:

Email is tagged “Deadline – Urgent,” assigns it, and tracks it to completion.

Fractional CFO firm: Smooth client onboarding

Before:

Switching between email, Word, and Slack to send contracts and invoices.

After:

Canary uses templates, tracks onboarding, and coordinates with internal notes.

plans

plans

plans

Why Canary is the right choice

Save hours — no hunting down who replied last

Stronger collaboration across small, remote teams

Look polished with consistent, on-brand responses

Visibility into deadlines, response times, and satisfaction

Stay focused — less email chaos, more client work