CITADEL//MATRIX

Software for professional services firms · Michigan Client work,
without the chase.

Client portals, intake, project and engagement tracking, document workflows, and reporting — custom software built to order for Michigan professional services firms.

Plan your project Start a request
Industry specIND_02
  • FORFirms and practicesMichigan
  • CONNECTSClients · staff · partnersby role
  • TRACKSIntake · work · documentsend to end
  • MODELBuilt to ordernot a product

01 What firms build

Less chasing.
More client work.

Typical needs for accounting, legal, consulting, engineering, and other professional firms. Examples, not client work — your requirements decide what is built.

  • pro.portal

    Client portals

    One secure place for clients to share documents, answer requests, and see where their work stands.

  • pro.intake

    Intake and onboarding

    Structured intake that collects the right information up front and routes it to the right person.

  • pro.work

    Engagement and project tracking

    Every engagement’s status, owners, deadlines, and next steps in one view.

  • pro.docs

    Document workflows

    Drafting, review, and sign-off steps tracked, with documents filled from information you already have.

  • pro.capacity

    Workload views

    See who is working on what, so work can be balanced before deadlines slip.

  • pro.reports

    Reporting

    Pipeline, workload, and engagement reports built from live records instead of exports.

02 Signs it’s time

When admin
crowds out the work.

  • Clients email for updates. Status questions interrupt the work they’re asking about.

  • Documents arrive in pieces. Files come by email, links, and attachments, and someone has to sort them.

  • Intake takes several rounds. The details you need arrive over a call and a string of follow-ups.

  • Deadlines live in personal calendars. Nobody has the full picture until something is late.

  • Client details are typed again and again. The same names and engagement details are re-entered in several tools.

  • Reporting means exporting. Partners and managers wait for someone to build the numbers by hand.

03 Modules that fit

Where to
read next.

04 Queries

Professional services
questions.

pro.01What can a client portal do for a professional services firm?

A portal gives clients one secure place to share documents, see the status of their work, answer requests, and find what they need without emailing for it. What the portal includes is decided with you.

pro.02Can it fit our existing practice or accounting software?

That is investigated first. It depends on what your current systems offer — an API, exports, or neither — and on which system should own each piece of information.

pro.03How is confidential client information handled?

Access is planned around roles, sign-in is required, and data travels over HTTPS. Any specific obligations from your industry or your clients should be raised in the requirements meeting so they shape the design.

05 Start with a request

What should clients
be able to do themselves?

Describe the questions and requests that take the most of your team’s time.