Unlock gains in efficiency by automating your firm’s common and time-consuming processes, freeing up your team to focus on higher-margin areas of your practice.
Automatic client data-collection and file storage.
Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action, and you know what you are still waiting on.
Attachments are automatically stored and filed against the corresponding jobs the moment a client sends them. You will never lose documents sent via email again.