Chandler, 85286, AZ,
United States
Citadel Law Firm Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Citadel Law Firm and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Citadel Law Firm employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Citadel Law Firm has purchased the following applications: KORE Accounting for ERP Financial in 2021, ASG PracticePanther for Legal Practice Management in 2019, Rocket.chat for Chatbots and Conversational AI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Citadel Law Firm is running and its propensity to invest more and deepen its relationship with KORE Accounting Solutions , Clio Software , ASG Technologies or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Citadel Law Firm revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Citadel Law Firm intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| KORE Accounting Solutions | Legacy | KORE Accounting | ERP Financial | ERP Financial Management | n/a | 2021 | 2021 |
In 2021, Citadel Law Firm implemented KORE Accounting, using the ERP Financial application to centralize bookkeeping and trust-account reporting for its Chandler based estate planning and tax practice. KORE Accounting provides managed bookkeeping and management accounting services that align with small professional services operational needs, and the deployment was executed as a single site cloud managed accounting engagement for the firm.
KORE Accounting was configured to deliver bookkeeping, management accounting and trust-account reconciliation workflows, and was integrated with QuickBooks Online and Clio based on KOREs service model and client testimonial. The implementation covered core finance functions for the firm including accounts reconciliation, trust accounting controls, monthly management reporting and operational support for partners and administrative staff. Governance focus emphasized trust-account reporting cadence and reconciliation procedures to meet law practice requirements, and the delivered service model improved the firms financial insights and operational support as stated by the client.
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Payment Processing | ERP Financial Management |
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2025 | 2025 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ASG Technologies | Legacy | ASG PracticePanther | Legal Practice Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Citadel Law Firm implemented ASG PracticePanther as its primary Legal Practice Management application. The small United States based professional services firm of approximately 10 employees deployed ASG PracticePanther as a web accessible practice management system and is using PracticePanther on their website to handle client facing interactions. The deployment follows a SaaS web tier model, positioning ASG PracticePanther as the central repository for matters, client records, time capture, and billing. This implementation consolidated core practice workflows into a single web based application rather than separate point solutions.
Configuration of ASG PracticePanther emphasized matter management, time and expense capture, billing and trust accounting, document management, and client intake workflows, reflecting common Legal Practice Management capabilities. The embedding of ASG PracticePanther on the Citadel Law Firm website was used to streamline client intake and provide client access to case status and invoicing through a web portal. Operational coverage targeted attorneys and administrative staff within the firm, with governance focused on role based permissions, standardized intake and billing processes, and firm level workflow orchestration to control access to matter data and client communications.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Rocket.chat | Legacy | Rocket.chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2025 | 2025 |
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Collaboration | Collaboration |
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2025 | 2025 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2025 | 2025 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Tracking and Recording | CRM |
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2025 | 2025 |
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Customer Experience | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Tag Management | CRM |
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2025 | 2025 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2011 | 2011 |
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Domain Name System (DNS) | IaaS |
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2025 | 2025 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2023 | 2023 |
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