Full-Service Implementation

Our experts will guide you through implementing Karbon to have your firm up and running in 5-6 weeks. Every step is personalized to your needs and aligned to industry best-practices.

7-Step Implementation Plan

1. 1. Kick Off—Meet with your implementation team to review your plan and set objectives and timelines. (Week 1)
2. 2. Champion Training—Learn the fundamentals of Karbon with video training covering every area of the app. (Week 1)
3. 3. Contact Import & System Setup—Optimize Karbon to your firm with assisted data uploads and configuration of key settings. (Week 1)
4. 4. Process Building—Discover how to build and customize best practice templates and fine-tune your workflow using advanced automation. (Week 1-4)
5. 5. Work Import—Import your client jobs, resolve any data issues and upload any additional processes as work templates. (Week 4-5)
6. 6. Team Training & Go Live—Invite in your team and train them on fundamental and advanced areas of Karbon through pod training. (Week 4-5)
7. 7. Advanced Training—Begin using Karbon across your team, assisted by advanced training and Q&A. (Week 5-6)

Scope of Implementation

• Contact migration and updates
• Assisted practice setup
• Bulk work creation and updates

• Process overview training call
• Work template optimization and 3 process-building calls
• Initial team training and advanced team training

• Regular Q&A, feedback and up to 90 days of ongoing support with your implementation leader
• Two additional training sessions if required
• 24/7 support through in-app chat, help articles and email assistance