For smaller firms · How it works
One workflow at a time, built with you and run for you.
We handle the build, hosting and maintenance, working with your team and your existing providers. Your people review and approve the professional output.
01Three stages
Discover, Prove, Scale.
After that, we report against the baseline, tune the system as your work changes and add the next workflow when you're ready.
- 01
Discover: two workshops in one week.
First, the people who do the work walk us through real cases. A few days later, we come back with a starting baseline from your case data, the workflow worth automating first and a fixed price for the rest.
- 02
Prove.
The system runs on your real cases alongside your team. Its drafts are compared with your team's own work for accuracy and time, and the baseline is confirmed. Your team decides when it's ready.
- 03
Scale.
It goes live in your firm. We host it, maintain it and keep it up to date. Your qualified people review and sign off every piece of work.
02Your Carbon team and what we need from you
You don't need an IT team.
One Carbon team is responsible for Discover, Prove and Scale. It builds and runs your workflow, with one named contact for your firm.
What we need from you. Before the first workshop: a sample of recent cases and access to the systems involved. Then about three hours from three or four people who do the work, and about four from a partner or director across both sessions. If your IT is managed externally, we'll arrange access with your provider.
03How it's priced
A fixed fee, then a licence.
A fixed implementation fee, agreed before we start and paid in stages, followed by an ongoing licence covering hosting, maintenance and updates. Discover is the first step, and you sign off each stage and can stop at any stage.
04What stays yours
What stays yours.
- 01
You own your data, workflow designs and configuration.
- 02
Carbon software is licensed to you.
- 03
Hosting and maintenance are an ongoing service.
- 04
The system records each step and who reviewed it.
05Questions firms ask
What if our regulator asks how a piece of work was produced?
The system records each step and who reviewed it.
What if we want to stop?
You decide at the end of each stage whether to continue. You own your data, workflow designs and configuration. Carbon software is licensed to you.
How long until it's live?
As a founding client, where we're building the workflow for the first time, expect 8 to 12 weeks. Once a workflow is established for your industry, it can go live in about a month after the workshops.
Find out which workflow to automate first.
A 30-minute call about how work runs in your firm.