
Kai by Karbon
The AI coworker that knows your firm and works like part of your team.
Attend the webinar to see how Kai will change how your firm works.
Register
Knows it. Does it.
Your clients, your work, your team — Kai knows all of it. Kai tells you what needs your attention and serves up client summaries, work status updates, and items at risk. Ask Kai to take on a task and it’s handled. Ask Kai a question and the answer comes from real firm data, in seconds, without navigating anywhere.


Free up focus for the work you do best
Karbon already saves firms an average of 18.5 hours a week per employee. Kai takes it further. Kai handles the searching, summarizing, and repetitive actions so your team can elevate client work and deepen your advisory relationships.
Automate the work. Grow your capacity.
Tell Kai what needs to happen across client advisory services, engagement renewals, pricing, and more. Kai completes real work with your firm's processes and oversight at every step. Multi-step workflows run without your team managing every individual task, so capacity grows faster than overhead.


Every meeting, actioned
Karbon AI’s notetaker records and transcribes meetings, with Kai turning what was said into structured summaries, action items, and follow-ups connected to the right client in Karbon. Nothing gets missed or left hanging. The more meetings, the richer your client context, and the better Karbon helps you prepare for what’s next.
The best way to start your day
Kai greets you every morning with everything that needs your attention, showing you unread emails, client requests, blocked work, what's due, and what's overdue. Ask Kai for a briefing before your first client meeting and in seconds you’ll have all the context you need.
Enterprise-grade security, built in
Kai already knows the rules and operates within the security and permission settings your firm has established in Karbon, so the right people see the right things.
AI that lives where your firm works
Kai's agents work across your firm's real workflows, collaborating with agents from Karbon’s curated ecosystem to streamline end-to-end work and the client experience.



Kai has been helpful in giving us visibility across our workflow without needing to manually dig through individual jobs.
We're able to quickly ask questions around work status, team or individual progress, and completion percentages for specific work types across the firm.
Whitney SaundersKregel & Company
See Kai in action
Attend the webinar to see how Karbon's AI coworker can free up your team to go further, faster.
Register