Practice or matter management system
Karbon
Karbon is listed here as a practice or matter management system.
Karbon is practice management software for accounting, bookkeeping and tax firms, and in it the firm's email is part of the work rather than a separate program. Its inbox, called Triage, sits on top of the firm's Microsoft 365 or Google mail with a two-way sync, so each message lands on the client's timeline and can be cleared, handed to a colleague or turned into a job or task, while Shared Triage lets staff work together on addresses such as info@ or tax@. Around that sit client records, engagements, jobs with time budgets, tax organizers and binders, and Close Automation for bookkeeping work.
What these workflow templates do
Every workflow template below works from an export from a practice or matter management system and changes nothing in it.
Workflows for practice and matter management systems
No workflow template names Karbon yet. The templates below are not written for Karbon by name; each is written for a practice or matter management system.
Matter budget and status summary Workflow template
Works from an export from a practice or matter management system.
Can see: the files the person supplies from their billing and practice management systems, with the column headers those systems export. Can change: nothing.
Matter closing checklist preparation Workflow template
Works from an export from a practice or matter management system.
Can see: matter record, open tasks and billing status. Can change: nothing.
Matter coverage plan for absences Workflow template
Works from an export from a practice or matter management system.
Can see: matter list, roles with backups and staff list. Can change: nothing.
Weekly open-matter check Workflow template
Works from an export from a practice or matter management system.
Can see: matters export and tasks export. Can change: nothing.
Weekly status requests to outside counsel Workflow template
Works from an export from a practice or matter management system.
Can see: matter list with status, firm, last update, budget and fees billed. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of Karbon
A connector an AI assistant can use.
Published by Karbon, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of Karbon
A programming interface for software developers.
Published by Karbon, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Karbon is agreed when the work is scoped: a person who looks after Karbon at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Karbon public MCP server · MCP serverFound in the maker's own documentationKarbon's launch announcement lists a public MCP server that connects Karbon to external AI tools, without giving an address or setup steps on that page.The maker’s page
- Karbon API · Public APIFound in the maker's own documentationKarbon's developer centre describes a Karbon API with documented guides for searching clients, creating work items and recording invoice payments.The maker’s page