Workflow Templates & Karbon Practice Management

Focus on the high-value by automating the low-value

When you use workflow templates in Karbon, your team will be more efficient, completing work faster and increasing capacity thanks to clear, repeatable processes integrated into your practice management system.

Workflows are clearly defined, so new team members get up to speed quickly. Your staff can easily see work status, cutting down on back-and-forth communication and boosting transparency.

Enjoy a more organized and productive firm to improve client experiences and enable growth.

Standardize and streamline

Work in Karbon is driven by standardized templates, ensuring processes don’t break and quality is maintained as your team evolves and your business grows.

Use task-dependent automators to trigger workflow updates, provide an accurate reflection of progress, and keep the team on the same page.

Automate client chasing

Let Karbon do all of the chasing for you by automating client requests and reminders. Clients become part of your workflow, so they know exactly what they need to action and you know what you are still waiting on.

The moment a client sends documents and comments, you are notified right where you need them.