Karbon

Karbon Update: 2018 recap

 

In the second half of 2018, an enormous number of new workstream collaboration features and enhancements were released to Karbon. In this video, VP of Product, Sara, runs through of everything that's new.

For each new piece of functionality, see a short demonstration and examples of how other firms are using it.

See our newest features and enhancements in action, including:

  • Workflow Automators
  • Practice Ignition integration
  • Revamped Tasks and Notes—including comments, formatting, file uploads and colleague notifications
  • To-do filters
  • Activity audit histories
  • Changes to primary workflow statuses and task custom statuses
  • Client Task auto-sending preferences
  • Contact preferred names

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