Karbon is a practice management and workflow tool built around team collaboration — shared email, task management, and a client portal for document requests. ClientBrief takes just the document-collection piece and keeps it simple.
By the ClientBrief Team · Last updated August 2026
Karbon's Team plan runs $59/user/month on annual billing ($79/month if billed monthly), and the Business plan is $89/user/month annual ($99/month monthly, 3-user minimum). If your team just needs client documents in — not a full workflow and email-collaboration system — that's a lot of per-user cost for a piece ClientBrief covers for a flat $7.99/month.
Karbon's plans are billed annually by default (monthly is available at a premium), so check your contract term before switching a whole team. If document collection is a small slice of why you pay for Karbon, you can run ClientBrief for intake immediately and reassess Karbon's workflow and email features at renewal.
Does ClientBrief replace Karbon's workflow and shared-email features?
No. ClientBrief only handles document checklists and uploads — it doesn't do team task workflows or shared email collaboration. If those are why you're on Karbon, ClientBrief isn't a replacement for the whole platform.
How does ClientBrief's pricing compare to Karbon?
Karbon's Team plan runs $59/user/month on annual billing ($79/month if billed monthly), and the Business plan is $89/user/month annual ($99/month monthly, 3-user minimum). ClientBrief is $7.99/month flat, unlimited clients, no per-user cost.
Can I migrate from Karbon to ClientBrief?
For document collection specifically, yes — export your client list, build your checklist in ClientBrief, and send it out. Keep Karbon (or find another tool) if you still need its workflow and email-collaboration features.
When should a team stay on Karbon instead?
Teams that actively use Karbon's shared email and workflow automation to run engagements — not just to request documents — are usually better served staying on Karbon, since that's where most of its value sits.