Detailed Contact Migration
Assisted import of client data (people, organizations and client groups), review and error resolution.
Workflow Processes Assistance
Import, automation and optimization of your existing workflow templates. Includes up to 12 process templates.
Bulk Work Creation
Assisted import of all jobs and work detail, plus review and error resolution.
Bulk re-apply templates
Re-apply any updated work template/s to all work items that have been created from those templates in the past.
Practice Setup & Processes
Personalized video recording from a Karbon Expert providing best practice advice and suggested improvements to one of your workflow templates.
Assisted Practice Setup
Discovery meeting and optimization of Karbon practice settings based on how your firm operates and recommended best practices.
Conversion of all existing Karbon templates into Microsoft Visio/ LucidChart process maps to assist with process improvement projects.
Work Template Optimization
Expert migration and optimization of 3 processes into Karbon templates. Includes 1:1 training (3 Sessions) to ensure continuous process improvement.
Quote On Request
Assistance defining process and building and optimizing Karbon templates. Includes: process derivation, process mapping, optimization and work template upload.
White Glove Experience
Starting at $9,999
A truly customized implementation plan tailored to you. Includes all processes migrated by Karbon experts, settings customized to your firm, and custom training designed for your firm.
One-On-One Champion Training
Live 1:1 session with an expert to answer your questions, learn best practices and ensure you are making the most out of Karbon.
Team Training (Up To 12 People)
Live session for up to 12 team members with expert training on how to use Karbon’s key features + Q&A.
Advanced Team Training (Up To 12 People)
Live session for your team, focusing on advanced Karbon concepts like work management, workflow, reporting and best practices.
Quarterly Training with Expert (Q&A Session)
One year of quarterly 1:1 sessions with an expert to walk through the newest features, get refreshers on key workflows + Q&A.
Extended Email History (12 Months)
Import an extended history of your email to allow you to store a full record of communication against clients and work items. Pricing is per 12 months worth of history.
Additional Storage (Per 5GB)
'Additional storage for your team''s files and email.'
Starting At $6,000
Detailed reporting on individual, team and client email activity and efficiency.
Custom Data Export
Quote On Request
Dedicated Hosting in Local Market
Dedicated hosting in an Azure [local cloud center](https://azure.microsoft.com/en-us/global-infrastructure/regions/).
In-App Chat Support
Access to 24/7 live chat with Karbon experts for support and best practice advice.
Annual Service Plan
Be guided by your dedicated account manager to gain maximum value from Karbon through quarterly business reviews, first access to features, data updates and reporting.
Dedicated Account Manager
An assigned Account Manager to give you on-demand answers and ongoing support.
Online Coaching (Video Call)
In-Person Coaching Day-Rate
In-Person Coaching Week-Rate