From signed to paid: How top firms use Karbon to automate the full client lifecycle

Winning a new client is exciting, but the post-signature process can be anything but.

Often, firms rely on fragmented tools, manual data entry, and information silos. Effectively managing the process becomes untenable. How can you track engagement statuses, chase payments, and hunt for accurate data for profitable renewals when you have no control over any of it?

In this session, discover how high-performing firms use Karbon to manage the full engagement lifecycle—from initial setup to job scheduling and smart renewals—with automation at every step.

You’ll learn how to:

• Set up engagements faster and at scale

• Lock scope before work begins to prevent scope creep

• Automate work creation directly from engagements

• Track statuses effortlessly without touching a spreadsheet

• Cut payment chasing and improve cash flow

• Price renewals based on evidence, not gut feel

However you’re managing your full client lifecycle today, you’ll leave with an understanding of what’s possible when your people, processes, and data are fully connected in Karbon.

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