Guided Plus Implementation
Perfect for firms looking for an added layer of consultation in their onboarding, this solution balances efficiency with additional customization to suit your firm’s unique needs.
Contact and work creationReceive assistance to import contact details and existing client work.
Team trainingKnow the steps to get started quickly with group onboarding sessions.
Tailored workflows, billing and settingsCustomized setup for templates, billing, timesheets, reporting and more.
Your 6-step Guided Plus Implementation Plan
Our experts will guide you through implementing Karbon to have your firm up and running in as little as 8 weeks.
Kick Off & Contact ImportReview your project plan, and prepare and import contact data
Customize Settings & TemplatesCustomize best practice templates and workflows with advanced automation
Create & Schedule WorkImport and schedule recurring client work
Billing & PaymentsSet up billing, pricing, timesheets, reporting and more
Team TrainingBe trained and begin using Karbon across your team
Project Wrap-UpReview account usage and ongoing support resources available
World-class customer support
One of the best experiences I've ever had
I have on-boarded many clients to similar platforms. This was one of the best experiences I've ever had.
The system to exactly fit our needs
The Karbon team's knowledge and expertise on process development helped us effectively build the system to exactly fit our needs.
True partnership
Karbon's availability and true partnership to structure the system to work for our firm was most appreciated.
Additional Services
Get your firm up and running seamlessly with the package that’s right for your needs.
Group Onboarding
FreeFree online training with a Karbon Expert. Learn how to get started, create your first workflow template, and have your questions answered.
Guided Implementation
Perfect for firms looking for a seamless and efficient setup, this solution is designed to get firms up and running quickly.
Enterprise
Designed for larger firms. Transition to Karbon with guided data migration, custom workflow solutions, and personalized team training options.
Let’s talk about your firm’s success.
Get started by becoming a Karbon customer, or log in and start a live chat.
