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

Implementation Packages

Get your firm up and running seamlessly.

Group Onboarding

Group Onboarding

Free online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.

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Assisted Onboarding

Assisted Onboarding

Transition to Karbon with our 6-step plan. Includes guided data imports, client work creation, and personalized team training.

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Full Service


Bespoke one-on-one training and data imports. Everything your team needs to transition to Karbon in the shortest possible time.

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Popular Add-Ons

Ensure your firm gets the ideal combination of services.

Annual Service Plan

Be guided by your dedicated account manager to gain maximum value from Karbon
  • Quarterly business reviews
  • First access to features
  • Data updates and reporting

Team Training

Live expert training on how to use Karbon’s key features + Q&A
  • Basic or advanced training
  • Workflow, reporting & best practices
  • Up to 12 team members

In-App Support

Access to 24/7 live chat with Karbon experts
  • Round-the-clock support
  • Best practice advice
  • Included in most Karbon subscriptions

Dedicated Account Manager

An assigned Karbon Expert to give you on-demand answers and ongoing support
  • Dedicated Customer Success Manager
  • Quarterly business reviews
  • Additional consultations & training

Individual Services

Assisted Data Import
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
Template Review
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.
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.
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.
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](https://azure.microsoft.com/en-us/global-infrastructure/regions/).
Extended Support
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

Learn from our Team of 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