Practice Management
Citadel
Modern, AI-assisted practice management built for litigators.
A litigation-focused practice management platform for law firms of any size — from solos to large shops. Built around how litigation actually works, not how a generic tool thinks it does.
The Problem
Generic tools weren't built for litigators.
Clio, Filevine, and the rest are one-size-fits-all. They force litigation firms to adapt to their templates instead of the other way around. The result: clunky workflows, manual workarounds, and costs that grow without a matching jump in value.
Generic practice-management tools aren't built around litigation workflows.
Billing, client communication, and data entry require too much manual work.
Costs grow rapidly with firm size without a matching jump in value.
No integration between your practice management and your AI research tools.
Features
Built only for litigators.
Every module, every workflow, every automation — designed around the litigation lifecycle.
Litigation-First Workflows
Intake, discovery, motions, trial prep — every module is built around how litigation actually works, not how a generic SaaS product thinks it does.
AI-Assisted Automation
AI handles repetitive tasks: data entry, follow-ups, client updates, and calendar management — so your team focuses on the work that matters.
Client-Facing Portal
Give clients a modern, professional experience with automated updates, reminders, and a secure portal — without adding work to your team.
Sherlock Integration
When paired with Sherlock, Citadel becomes a unified stack: practice management plus AI research, drafting, and knowledge retrieval.
Custom Deployment
Every Citadel deployment is tailored to your firm's workflows, size, and systems. No one-size-fits-all template forcing you to adapt.
Cost-Effective at Scale
Designed to deliver excellent client service at a fraction of the cost of incumbents like Clio or Filevine — especially as your firm grows.
Deployment Process
Tailored to your firm. Not a template.
Workflow Mapping
We start by mapping your firm's actual litigation workflows — intake, discovery, motions, trial prep, and everything in between.
Custom Configuration
Citadel modules and AI automations are configured around your workflows, not the other way around.
AI Integration
AI assists your internal team and your clients — handling tasks, data entry, follow-ups, updates, and reminders.
Sherlock Pairing
Pair with Sherlock for a fully integrated stack: practice management plus AI research, drafting, and knowledge retrieval.
Product Screenshots
See Citadel in action.
A look inside the interface — built for the courtroom, not the boardroom.
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Product Walkthroughs
Watch Citadel work.
Short walkthroughs showing exactly how the tool performs in real trial scenarios.
Citadel — Platform Overview
~6 min
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Citadel — Platform Overview
A walkthrough of the core modules: intake, discovery, motions, trial prep, and the client portal.
Citadel + Sherlock Integration
~4 min
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Citadel + Sherlock Integration
How the unified stack works — from case file to AI research to drafted motion without leaving the platform.
FAQ
Everything you want to know about Citadel.
Common questions from litigation firms evaluating a practice management deployment.
Clio, Filevine, and MyCase are built for all law firms — transactional, family, estate, and litigation alike. Citadel is built exclusively for litigation firms. Every module, every workflow, and every automation is designed around the litigation lifecycle: intake, discovery, motions, trial prep, and post-trial. You won't spend months bending a generic tool to fit litigation; Citadel starts there.
Citadel is currently deployed on a custom basis rather than as a self-serve SaaS product. Every deployment is scoped and configured around your firm's specific workflows, size, and systems. This approach ensures you get a platform that actually fits your practice rather than a one-size-fits-all template. Contact us to start the scoping conversation.
Citadel is designed to scale from solo litigators to large multi-office litigation shops. The deployment process is tailored to your firm's size and complexity. Solo and small-firm deployments are streamlined and cost-effective. Larger firms get more complex workflow mapping, deeper integrations, and enterprise-level support.
Citadel's AI handles the repetitive, time-consuming tasks that drain your team's capacity: data entry, client update notifications, calendar management, follow-up reminders, and intake processing. It works in the background so your attorneys and staff focus on substantive legal work. The AI is configured to your firm's specific workflows during deployment.
Integration requirements are assessed during the workflow mapping phase of deployment. Common integrations include email platforms, document management systems, e-signature tools, and court filing systems. The goal is to make Citadel the hub of your litigation workflow, not an additional silo.
The client portal gives your clients a clean, professional interface to check case status, receive automated updates, respond to requests, and access documents. It is branded to your firm and designed to reduce the volume of inbound 'what's happening with my case?' calls — one of the biggest time drains in any litigation practice.
When Citadel and Sherlock are deployed together, they form a unified litigation stack: practice management, AI research, document drafting, and knowledge retrieval all in one integrated environment. Case files in Citadel are accessible to Sherlock for research and drafting, and Sherlock outputs flow directly into Citadel's document management. It eliminates the copy-paste workflow between your practice management and research tools.
Deployment begins with a workflow mapping session where we document your firm's actual litigation processes. We then configure Citadel's modules and AI automations around those workflows, integrate with your existing tools, and run a parallel testing period before full cutover. Timeline varies by firm size and complexity — most deployments complete in four to eight weeks.
Contact Us About a Citadel Deployment
Every deployment is custom. Tell us about your firm and we'll scope the right solution.