Karbon tips for Practice Managers: Workflows, visibility & team efficiency

Unlock the full potential of Karbon to lead your team with less stress and more strategy.

This video from Certified Karbon Expert, Brian Clare, is designed specifically for practice managers who oversee people, departments, and workflows. It will show you how to use Karbon’s most powerful features to streamline operations, improve team performance, and take back control of your time.

This video is packed with real-world best practices to help you lead with clarity and confidence—so your team can move faster, communicate better, and stay on track.

You'll learn how to:

✅ Delegate effectively with Karbon Assignments

✅ Keep everyone aligned using comments, mentions, and timelines

✅ Set up repeat work for predictable planning and full visibility

✅ Use smart automations to give you an accurate, real-time view of your firm’s workload

✅ Use Contact Segments to manage client relationships and perform bulk actions in a snap

…and more shortcuts to help you work smarter, not harder.

This video is perfect for new Karbon users and those looking to get more out of it.