Case Study: Jeffreys Henry LLP achieves workflow automation, standardized processes and improved client and staff experience with Karbon

How Jeffreys Henry LLP is leading the way through digital customer and employee experience

Jeffreys Henry LLP is a London‑based mid‑tier accountancy firm (51–250 employees) with over a century of client service that was wrestling with slow, manual processes—multiple reminder emails, inconsistent ways of working, and limited visibility for managers. After evaluating options, the firm chose Karbon’s workstream and collaboration hub to replace email‑driven chases and bring a modern, centralized platform to their client and internal workflows.

Karbon was rolled out across the business (with Joanna Alpe as implementation champion) to automate client requests and reminders, create reusable templates, and centralize communication via task cards, comments and Kanban views. The result: 100% staff adoption, automated repetitive low‑value tasks so teams can focus on higher‑value client work, standardized processes across the firm, improved managerial visibility, and a more enjoyable, meaningful work experience for employees.

Jeffreys Henry LLP

Joanna Alpe

Chief Digital Officer