You can customize Karbon to suit the way your firm operates, in Practice Settings. Accessing this through the main menu will give you several options to choose from:

Best practice tips:

  • Spend time upfront to define your practice settings to match what and how your firm operates (or needs to operate). By defining this at the start, you’ll be able to set the foundation on how your team will operate in the future.
  • Add to, and edit when needed. Most firms add/edit work templates progressively over time to systemize & standardize their service offerings. As your practice evolves, your contact types, work types, and workflow statuses will evolve as well. Periodically review and modify these as needed.
  • Don’t underestimate the importance of workflow statuses. Take the time to think about how these should be defined across all the work your firm performs. Use this workflow custom statuses worksheet to help plan and build your firm’s workflow statuses.
  • Take notice of the numbers that are beside each category heading. They let you know the number of items that exist in each section. This helps you look at a glance of how much you have added or tailored, and where you need to spend time to further customize Karbon to work with your firm’s processes.
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