Advanced training videos

Dive deeper into some more advanced training videos and learn about workflows, firm and client management, and team collaboration.

Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago


Simple & complex workflow concepts

Learn the best practices for creating a variety of simple and complex workflows in Karbon.

Creating, refining & optimizing your workflows

Learn how to create, refine and optimize your workflow in Karbon.

Firm managment concepts

Learn some Karbon best practices for practice management, including Automators, schedules, comments and work views.

Team collaboration concepts

Learn the concepts of some team collaboration essentials, including @mentions, assignments and snippets.

Client management concepts

Learn some client management essentials including work statuses, client tasks, decisions and Automators.

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