Training, Practice Advisory & Consulting

Guarantee your firm’s success.

Ensure a pain-free transition to Karbon and maintain ongoing value with comprehensive training, implementation and consulting services.

Assisted Implementation
Ongoing Support
98% Satisfaction Rating
Advanced Training

Popular Add-Ons

Ensure your firm gets the ideal combination of services.

Bulk Work Creation

Save hours of manual work setup by having our team create all client work in Karbon for you.

  • Assisted import of all jobs and work detail
  • Comprehensive data review
  • Error resolution

Data Migration Package

Expert assistance to prep, upload and tune your firm’s data in Karbon.

  • Client, workflow and template import
  • In-depth data review
  • Error resolution

Process Package

One-on-one training to document your critical processes and fine-tune your Karbon workflows.

  • 1-hour work and workflow training
  • 3 x 1-hour process building sessions
  • Bulk work import and template upload

Training Package

One-on-one training for teams or individuals requiring additional training on areas of Karbon.

  • Client, workflow and template import
  • In-depth data review
  • Error resolution

Individual Services

Assisted Data Import
Detailed Contact Migration

Assisted import of client data (people, organizations and client groups), review and error resolution.

Workflow Processes Migration

Assisted import of templates, work types and job roles, plus review and error resolution.

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
Assisted Practice Setup

Discovery meeting and optimization of Karbon practice settings based on how your firm operates and recommended best practices.

Process Visualization

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.

Process Consulting
Quote On Request

Assistance defining process and building and optimizing Karbon templates. Includes: process derivation, process mapping, optimization and work template upload.

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.

Product Expansion
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.

Custom Reporting
Starting At $6,000
Email Insights

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.

Extended Support
In-App Chat Support

Access to 24/7 live chat with Karbon experts for support and best practice advice.

Annual Service Plan

Unlimited, annual assistance for popular bulk and data service requests. Includes assisted data import/export support, work template reviews, and bulk work requests.

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

Meet some of our expert advisors:

Process Optimization

“Effective and efficient processes are a critical component of making your business scalable and maximizing profitability.”

Ian Vacin

Team Training

“It’s important to have your team onboard early. Live group training is a key way of ensuring a smooth transition.”

Carla Caldwell

Data Migration

“Data is an important part of your migration, so I’d recommend doing this early. The sooner your data is in Karbon, the sooner you’ll gain value.”

Tim Donohoue


“Choosing a team member to be your Change Champion is the best way of ensuring the introduction of any new system remains on-track.”

Erin Jamison

Growth Advice

“Allow each person in your firm to be part of the process and contribute feedback. It’s important for everyone to know that they are heard.”

Evan Hall

Long-term Success

“Plan as far in advance as you can. A little training or process improvement today often delivers a huge return in the long-term.”

Andi Ancheta

Get the best package tailored for your firm.