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Advanced workflows: Client management

This fourth session in the advanced workflow management series explores methods to increase the satisfaction of your clients and service them faster by bringing them into your workflow. 

Using examples of specific workflows, see how Karbon can help you:

  • How to manage their onboarding process using templates and work items
  • Client request automation
  • The power of bringing your client communication into your workflow
  • How to involve the team on multi-project clients

Download the presentation slides


Advanced Workflows is a five-part series outlining the theory and best practices behind advanced workflow management, and how your firm can implement these using Karbon.

With the techniques and use-cases outlined in this series, you'll be equipped to take your Karbon usage to the next level—work better as a team, give your clients better service, and make some serious efficiency gains.

Other sessions:

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