Case Study: We Legal, APC achieves simplified employee onboarding and streamlined tax resolution with Canopy

We Legal, APC Canopy’s Intuitive Interface Makes Employee Onboarding Easy

We Legal, APC, a Corona, California law firm led by Emilia McAfee, was shifting its practice from bankruptcy to tax resolution but relied on paper forms, white‑out corrections, and time‑consuming staff training. To streamline onboarding and day‑to‑day tax workflows they evaluated several options and selected Canopy’s tax resolution software for its ease of use.

Canopy’s intuitive platform — including digital forms, notes sharing and simple billing — replaced manual processes so mistakes can be deleted rather than rewritten, making training faster and everyday tasks more efficient. With responsive Canopy support, We Legal, APC quickly onboarded assistants, eliminated paper rework, and improved case intake and billing efficiency.

We Legal, APC

Emilia McAfee

Tax Attorney