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Karbon Practice Intelligence Workbooks

Data-driven decision making across every level of your firm

11 Karbon Practice Intelligence Workbooks

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Billing icon

Billing

Manage the lifecycle of your bills, from WIP creation to cash collection
Budget icon

Budget

Understand employee efficiency and client profitability.
Client Communication icon

Client Communication

Enhance Your Firm's Client Communication with Our New Workbook
Email icon

Email

Manage customer service levels by tracking email volume and response times.
Realization Dashboard icon

Realization Dashboard

Review your firm’s realization to understand which clients are profitable.
Repeating Work icon

Repeating Work

Track repeating work and compare it with performance from previous years.
Resource Planning icon

Resource Planning

Oversee your team's capacity, understand workload, and determine when to initiate new work
Time icon

Time

Discover which clients each team member is serving and where time is spent.
Work Outstanding icon

Work Outstanding

View currently active work, statuses and assignees.
Work Status icon

Work Status

Identify process bottlenecks and see how work progresses through each status.
Work-In-Progress (WIP) icon

Work-In-Progress (WIP)

Monitor your work-in-progress (WIP) and identify work to be billed or completed.