CITADEL Backoffice suite for services firms

From first estimate to paid invoice, without the spreadsheets in between.

CITADEL is eight applications for the work around the work: estimating, contracts, time, invoicing, support, managed services, events and sign-in. Use one app or all of them. When you use more than one, they hand work to each other, so a signed statement of work opens the project and approved hours are ready to bill.

Book a walkthrough See the eight apps
Applications
8
Sign-ins to remember
One
Servers to run
None
ScopeCorantic Services DashboardEstimatesClientsHelp M

Dunravel Health Won

ITSM estimate

Actions

Total effort

140 days

T-Shirt Size
L
Team · Timeline
3 · 11w
Estimated Cost
$196,000.00

Sent to Contracts as a statement of work.

One engagement passing through four apps. Sample data.

See it in action

Follow one client engagement from the first estimate to the paid invoice, as it moves through Scope, Contracts, Time, Invoice, Support and Engage.

Watch the full trailer1:36, with sound and captions

Eight apps, one sign-in

Each app answers one question about the business. Buy the ones you need; the rest connect when you add them.

  1. ScopeWhat will this engagement take, and what should we charge?
  2. ContractsWhere does every agreement stand?
  3. TimeWhere are the hours going, and are they ready to bill?
  4. InvoiceWhat is owed, and who is late?
  5. SupportAre we meeting service levels, and what is waiting on the customer?
  6. EngageIs each client account healthy, and is the recurring work done?
  7. EventsWho is coming, who turned up, and what did they think?
  8. AuthWho can get into which app, and who did what?

ScopeEstimation

What will this engagement take, and what should we charge for it?

Your team answers a discovery worksheet about the prospect, and Scope works out effort, size, team, timeline and a cost range from your own offerings and rates. Every estimate becomes a dated delivery plan with the same totals, and a customer-safe PDF or workbook leaves out your rates and internal breakdown. The same answers always give the same estimate.

Outputs
Effort, team, timeline, cost range and a dated delivery plan
Sharing
Internal and customer-safe PDF and Excel
Next steps
Send to Contracts as a statement of work, to Invoice as a quote, or to Support as a delivery request
More about Scope
SCOPE Corantic Services Dashboard Estimates Clients Help M

Strathlen Energy draft

HAM estimate

Total effort

113.0 days

S M L XL

Team

3

Timeline

9 wk

Estimated cost

$158,230.80

Range: $142,407.72 - $181,965.42

Effort by Line Item

  • Discovery and Solution Design6.0d

  • Foundation Data (locations, cost centers, users)4.5d

  • Asset to CI Model and CSDM Alignment8.0d

  • Model Normalization and Content Service5.0d

  • Asset Register Load and Cleansing8.1d

  • Stockrooms and Inventory5.4d

  • Asset Lifecycle Workflows12.0d

Sample data.

ContractsAgreements

Where does every agreement stand, and what is waiting on us?

Draft from your own templates and clause library, with required clauses checked for each agreement type. Documents move through review, approval and client negotiation, and the client comments, proposes edits and signs in a branded portal. The executed copy is frozen with a certificate of completion and emailed to every party, and renewals and expiry dates are tracked from there.

Agreement types
16 ready to use, plus your own
Negotiation
Client redlines and comment threads on the document
After signature
Amendments, renewals and expiry reminders at lead times you set
More about Contracts
CONTRACTS Corantic Services Dashboard Documents Approvals 1 M

Documents / Oskerby Logistics - AMS Retainer SOW 2026-2027

Oskerby Logistics - AMS Retainer SOW 2026-2027

Sent to Client

SOW-RET-2026-0001

Content

Application Managed Services - Oskerby Logistics

This SOW sets out the application managed services Corantic Services will provide to Oskerby Logistics from November 1, 2026 to October 31, 2027.

1. Services

  • Incident and request handling for the Client's ServiceNow instance
  • Minor enhancements up to 16 hours each, prioritised monthly with the Client's platform owner
  • Twice-yearly upgrade readiness assessment and regression testing

Version History

Compare versions
  • 2 Version 2 Current Sep 23, 2026 14:20 EDT by Daniel Reyes Renewal terms: peak-season cover added at the same monthly fee Compare
  • 1 Version 1 Sep 22, 2026 10:00 EDT by Daniel Reyes Compare

Details

Total Value
$84,000.00
Effective Date
Nov 01, 2026
Expiration Date
Oct 31, 2027

Commercial terms

Edit
Monthly value
$7,000.00
Hourly rate
$175.00
Payment terms
Net 30
Billing frequency
Monthly

Signing Requirements

All must sign 0/2 signed

Track Changes

0 pending
0Total 0Added 0Deleted 0Modified

No tracked changes yet.

Sample data.

TimeTimesheets

Where are our hours going, and are they ready to bill?

People log time with a timer, a weekly grid or a plain-language quick add, and timesheets go through multi-level approval, with client sign-off in the portal if you want it. Projects carry their commercial terms and budgets, hour pools track prepaid hours, and leave runs through the same approvers. Utilization and capacity show who is stretched and who has room.

Approvals
Multi-level, with delegation, escalation and optional client sign-off
Planning
Utilization, capacity, budgets, forecasts and leave
Getting it out
Approved hours ready for Invoice, or exported to your accounting system
More about Time
TIME Time Tracking System Dashboard Time Timesheets More TL Tom Lindqvist

Time Entry

Corantic Services

Week 39 September
Today Copy from last week Auto-carry rows Notes 4 37.5
Kilvarra CSM RolloutCustomer portalKilvarra Credit UnionDevelopment · Billable
7
7
Kilvarra CSM RolloutCore banking integrationKilvarra Credit UnionDevelopment · Billable
2.5
2.5
Pemberlow HRSD Phase 2Employee centerPemberlow Retail GroupDevelopment · Billable
3.5
3.5
Halvenmoor Platform Health AssessmentInstance scan and health check planHalvenmoor University
6.5
8
4.5
4.5
23.5
Internal OperationsTeam meetingCorantic ServicesInternal Meeting · Non-Bill
1
1
Daily Total 7.5 8 8 7 7 0 0 37.5
Weekly Progress37.50h / 40.00h
Sample data.

InvoiceBilling

What have we billed, what is owed, and who is late?

Quotes that clients accept online, invoices, credit notes and recurring billing in one place. Clients open each invoice from a private link and pay by card through your own payment account, or by bank transfer, and reminders go out before, on and after the due date. With Time connected, you pull approved hours into an invoice when you are ready to bill, and they can never be billed twice. With Contracts connected, each milestone on a signed contract's billing schedule becomes a draft invoice when it is due, and you see every contract's billed, remaining and hours at a glance.

Get paid
Card through your own payment account, or bank transfer
Recurring
Weekly to annual, plus subscription pricing with proration
Reports
Revenue, aging, client and tax summary, never mixing currencies
More about Invoice
INVOICE Invoicing Made Simple
MO

Dashboard

Total Revenue $543,633.48
Outstanding $298,392.86
Overdue $94,001.55 5 invoices
Paid This Month $46,572.33 4 payments

Recent Invoices

View all
  • INV-01035Sent Dunravel Health$66,444.00
  • INV-01034Viewed Oskerby Logistics$7,910.00
  • INV-01032Sent Kilvarra Credit Union$50,946.06
  • INV-01033Draft Strathlen Energy$42,131.26
  • INV-01031Sent Pemberlow Retail Group$26,460.00
Invoice Client Amount Status
INV-01035 Dunravel Health $66,444.00 Sent
INV-01034 Oskerby Logistics $7,910.00 Viewed
INV-01032 Kilvarra Credit Union $50,946.06 Sent
INV-01033 Strathlen Energy $42,131.26 Draft
INV-01031 Pemberlow Retail Group $26,460.00 Sent
Sample data.

SupportService desk

Are we meeting our service levels, and what is waiting on the customer?

A service desk with response and resolution targets on your business hours, escalation before a breach, and workflows that do the routine steps. Alongside it, Delivery takes changes from analysis through build, QA, UAT and release, with the customer approving the build, signing off UAT against each acceptance criterion and giving the release go-ahead in the portal.

Service levels
Business hours and holidays, paused while waiting on the customer
Customer sign-off
Approvals, UAT results and release go-ahead in the portal
Self-service
Tickets, knowledge base, release calendar and contract hours
More about Support
SUPPORT Customer Support Platform
MO

Delivery

UAT 4

UAT3
  • WI-0017UAT Employee Center benefits enrolment topic Pemberlow Retail Group · Enhancement · Daniel Reyes · 3/5 tasks Awaiting UAT sign-off
    13.00h / 14.00h
  • WI-0019UAT Upgrade readiness checker script Internal · Enhancement · Aisha Rahman · 3/4 tasks Awaiting UAT sign-off
    15.00h / 16.00h
  • WI-0020UAT SLA pause on On Hold incidents Dunravel Health · Defect · Priya Nair · 3/4 tasks
    5.50h / 6.00h
UAT Feedback1
  • WI-0018UAT Feedback Post-closure member satisfaction survey Kilvarra Credit Union · Enhancement · Tom Lindqvist · 3/4 tasks
    12.00h / 10.00h

Release 3

Ready for Release0
    Scheduled3
    • WI-0021Scheduled Radiology assignment group and members Dunravel Health · Configuration · Priya Nair · 3/6 tasks
      3.50h / 4.00h
    • WI-0022Scheduled Portal search hides retired catalog items Dunravel Health · Defect · Aisha Rahman · 3/5 tasks
      7.00h / 8.00h
    • WI-0023Scheduled P1 incidents by depot report Oskerby Logistics · Report · Lucas Moreau · 3/5 tasks
      6.50h / 6.00h
    Sample data.

    EngageManaged services

    Is each client account healthy, and is the recurring work getting done?

    Engage runs retainers and managed services. Runbooks put daily, weekly, monthly and quarterly tasks on the right person's list, budgets show hours against each work stream, and the Managed Services Delivery report shows what was done on time. Business reviews, health, risks, roadmaps, surveys and onboarding are shared with the client in a portal, where they sign off each review.

    Recurring work
    Runbooks scheduled automatically, tailored per engagement
    Business reviews
    Monthly or quarterly, signed off by the client
    Account view
    Health trend, risks, KPIs, maturity, roadmap and license renewals
    More about Engage
    ENGAGE Corantic Services

    Dashboard

    Welcome back, Maya Okafor

    • Active Engagements
      6
      View all
    • Applications
      17
      View all
    • Avg Health Score
      76.3
      View details
    • Open Work Items
      39
      3 overdue
      View all
    • Open Risks
      6
      2 critical/high
      View all
    • NPS Score
      42
      View surveys
    • License Renewals (90d)
      2
      action needed
      View licenses
    • Runbook Tasks Today
      2
      View runbooks
    • Pending Reports
      2
      View Reviews
    Health Score Trend

    Average across all applications (6 months)

    Work Items by Status

    Current distribution across all statuses

    Sample data.

    EventsRegistration

    Who is coming, who turned up, and what did they think?

    Publish in-person, online or hybrid events, once or as a series, with registration that needs no account. Approvals, waitlists and paid tickets through your own payment account are built in. On the day, QR tickets, a staffed desk and a self-service kiosk handle check-in and walk-ins, and a survey goes out afterwards on its own.

    Check-in
    QR tickets, staff desk, self-service kiosk, walk-ins
    On your site
    Embeddable registration form, landing page and countdown
    Follow-up
    Automatic post-event surveys with NPS
    More about Events
    EVENTS Event Management Platform

    Corantic Client Day 2026

    Published

    November 12, 2026 at 8:30 AM EST

    • Invitations
    • Reminders
    • Announcements
    • Ticket Types
    • Sponsors
    • Survey
    • Attendees
    • Organizers
    • Check-in Team
    • Kiosk
    • Embed
    • 144Registrations
    • 135Confirmed(+12 guests)
    • 0Checked In
    • 3Waitlisted
    • 6Cancelled
    • 0Declined
    Registrations
    Showing 144 registrations
    Attendee Company Ticket Code Status Registered
    Mei Huang[email protected] Kilvarra Credit Union UUYGDTSWG2R6 Confirmed Oct 3, 2026, 11:54 AM Check InCancel
    Chloe Takahashi[email protected] Dunmorrow Foods F6M82JAFK7D2 Confirmed Oct 3, 2026, 10:50 AM Check InCancel
    Theo Ortega[email protected] Oskerby Logistics GKA2TL593XQF Confirmed Oct 2, 2026, 5:22 PM Check InCancel
    Sample data.

    AuthIdentity

    Who can get into which app, and who did what?

    One sign-in for every CITADEL app you use, with passkeys or an authenticator app as the second step and your logo on the sign-in page. Add, change or deactivate a person once and every connected app hears about it. Sign out once and you are signed out everywhere, and every sign-in and change is kept in an audit trail your admins can read.

    Second step
    Passkeys, authenticator app or backup codes
    Offboarding
    Deactivate once, every app hears about it
    Protection
    Lockout after repeated failed passwords, idle sign-out
    More about Auth

    [email protected] (Maya Okafor) Sign out

    Select Application

    Organization

    Corantic Services (Primary)

    • Contracts Proposals, contracts and e‑signature
    • Engage Client engagement and work tracking
    • Events Events, registrations and check-in
    • Invoice Invoicing, payments and reminders
    • Scope Presales estimates and delivery plans
    • Support Tickets, SLAs and the customer portal
    • Time Timesheets, approvals and utilization
    Sample data.

    How the apps connect

    Every connection is optional and switched on for your organization when you use more than one app. Work moves on a clear trigger: a button, a signature, a milestone falling due, or an invoice you start.

    1. Estimate

      Once a Scope estimate is Final, one button sends it to Contracts as a statement of work, to Invoice as a quote, or to Support as a delivery request. Clients created in Contracts appear in the other apps.

    2. Sign

      When the statement of work is signed in Contracts, Scope marks the estimate won and opens the project in Time and the engagement in Engage. Support picks up the contract, its hours and any service-level targets for that customer.

    3. Deliver

      Support and Engage work items appear in Time as tasks to log against, and the hours flow back to them. Customers see contract hours in the Support portal, and Engage reviews pull hours from Time and ticket results from Support at the press of a button.

    4. Bill and learn

      When you are ready to bill, Invoice pulls approved hours from Time and marks them billed, so nothing is billed twice. Milestones on a signed contract become draft invoices as they fall due, for you to review and send. Actual hours go back to Scope against the original estimate, for the next one.

    Auth signs everyone in across the apps. Events shares that sign-in and your people, and exchanges no other data with the suite.

    Hosted for you

    CITADEL is a hosted service. We run it, update it and keep it available, so there is nothing to install or maintain on your side. Each customer organization's data is kept separate and visible only to its own people.

    Hosted
    We run the apps and keep them available. You sign in from a browser.
    Updates
    New features and fixes arrive without an upgrade project on your side.
    Your data, separate
    Each customer organization's data is kept apart, and only its own members can see it.
    Sign-in
    One sign-in across the apps, with passkeys or authenticator-app codes as a second step, and lockout after repeated failed passwords.
    Roles
    Roles suited to each app, from read-only viewers to organization admins.
    Audit trail
    Every app keeps an audit log your organization's admins can view.
    Customer portals
    Clients sign contracts, approve work, follow tickets, sign off hours and reviews, and pay invoices in portals that carry your brand.
    Branding
    Your logo and colors on the apps, portals and sign-in page, and email sent from your own mailbox.
    Your data out
    Export reports to CSV, Excel or PDF, and take a full backup of your Contracts or Engage data at any time.

    Questions it answers, by role

    The same records serve the person who sells the work, the one who delivers it, the one who bills it and the one who supports it.

    • What is in the pipeline, and what is it worth?Scope
    • Which contracts expire or renew this quarter?Contracts
    • Is billable utilization where it should be?Time
    • Who owes us money, and how late is it?Invoice

    See CITADEL with your own way of working.

    Tell us how you estimate, sign, deliver and bill today. We'll walk through the apps that fit, using sample data shaped like your business. Start with one app and add the others when you need them.

    Book a walkthrough