Marketplace + CRM for public affairs

Find the right partner.Run the work in one place.

Civalta connects business government affairs teams with lobbying firms, then keeps RFPs, proposals, agreements, client work, conversations, and invoicing together.

Business government affairs teamsLobbying firms and lobbyists
Civalta business dashboard showing active engagements and proposal activity

One lifecycle

From first search to active engagement

Two perspectives

A workspace for buyers and providers

Shared context

Every decision stays close to the work

The engagement lifecycle

Public affairs work is a sequence. Civalta keeps it connected.

Move through sourcing, negotiation, agreement, delivery, and payment without rebuilding the relationship record in another tool.

  1. 01

    Discover

    Find lobbying expertise by issue area, jurisdiction, experience, and availability.

  2. 02

    Source

    Publish public or private RFPs, invite specific lobbyists, and compare proposals.

  3. 03

    Agree

    Negotiate terms, accept the right proposal, and execute the engagement agreement.

  4. 04

    Deliver

    Keep client work, conversations, documents, and milestones inside the engagement.

  5. 05

    Get paid

    Plan retainers, schedule invoices, collect payments, and track client financials.

Structured sourcing

Turn a policy need into the right working relationship.

Build a precise opportunity, choose who can see it, invite the right experts, compare proposals, and preserve the commercial context through acceptance.

Public RFPsPrivate RFPsTargeted invitesProposal counters
  • Scope issue areas, jurisdictions, timelines, terms, and attachments.
  • Give firms one structured place to propose, revise, or withdraw.
  • Turn the selected proposal into an engagement and contract.
Opportunity builder
Civalta RFP builder with details, financials, visibility, and live preview

Built for both sides

One relationship. Two purpose-built views.

Buyers need oversight. Firms need a practical operating system. Civalta gives each side the right controls while maintaining one shared record of the relationship.

For business teams

Procure and oversee lobbying support with clarity.

For corporate government affairs and public policy teams that need a structured way to source expertise and stay close to delivery.

  • Turn policy needs into structured public or private RFPs.
  • Invite specific lobbyists and compare responses in one place.
  • Keep agreements, work visibility, and communications connected.
  • See the relationship from mandate through delivery.

For lobbying firms

Win the work, then run the client relationship.

For firms and practitioners that need one place for business development, engagement operations, and client financials.

  • Build a credible profile around expertise and jurisdictions.
  • Find qualified opportunities and submit structured proposals.
  • Manage contracts, client work, messages, and documents.
  • Connect retainers and invoicing to the engagement that earned them.

Engagement CRM

Built around the work—not a disconnected contact list.

Civalta makes the engagement the center of gravity, so contracts, communication, documents, client work, and invoicing share the same relationship context.

Role-aware access and permission-aware documents help each participant see the context meant for them.

Shared engagement
Civalta engagement overview showing work, messages, contract state, and client billables
Client operations

Client-visible work, internal control

Let business clients see requests and progress while firms keep internal tickets, assignments, and notes private.

Financial operations

Retainers and invoices in context

Schedule client invoices, collect ACH payments, and manage financial activity from the engagement that generated it.

The platform

Every essential workflow, connected.

Civalta combines a marketplace, a formal engagement workflow, and a purpose-built CRM into one complete system for public affairs relationships.

Lobbyist discovery

Search published profiles by policy focus, jurisdiction, experience, and client availability.

RFPs and proposals

Run public, private, and invite-only opportunities with proposals, counters, and attachments.

Engagement contracts

Review versions, discuss changes, invite signers, and execute agreements with built-in e-signing.

Messages and alerts

Keep direct conversations and proposal, contract, engagement, and invoice updates close to the work.

Client invoicing

Plan retainers, automate invoice schedules, collect ACH payments, and manage client financials.

Client work tickets

Give clients a clear view of work in progress while keeping internal firm activity private.

Documents and search

Find permission-aware opportunity, proposal, engagement, contract, and document context quickly.

Bill intelligence

Track relevant legislation by jurisdiction, sector, and keywords with business-impact context.

Agreements that stay operational

The contract is not the end of the workflow.

Review versions, discuss changes, track both sides' signatures, include external counsel, and keep the final executed document with the engagement it governs.

Contract workspace
Civalta contract workspace with version controls and signature finalization

Preserve the path from accepted terms to active work.

Proposal scope and commercial terms stay connected as the relationship moves into contract review, signatures, documents, delivery, and financial operations.

Version history
Embedded e-signing
External signers
Final document access

Frequently asked

The short version.

Civalta is designed for a very specific relationship: business teams procuring and overseeing public affairs work, and firms delivering it.

What is Civalta?

Civalta is a B2B public affairs marketplace and engagement CRM. It connects business government affairs teams with lobbying firms, then keeps the sourcing, agreement, delivery, communication, and financial context together.

Who is Civalta built for?

Civalta serves business government affairs teams that procure and oversee lobbying support, as well as lobbying firms, solo practitioners, firm administrators, and billing teams that deliver the work.

How do RFPs work in Civalta?

Businesses can create public or private opportunities, invite selected lobbyists, collect proposals and attachments, negotiate through counteroffers, and accept a proposal into a shared engagement.

Can teams manage contracts inside Civalta?

Yes. Engagement contracts support version history, discussion, internal or external signers, signature status, embedded e-signing, and retrieval of the final executed document.

How is Civalta different from a general-purpose CRM?

Civalta is organized around the public affairs engagement rather than a generic contact list. RFPs, proposals, contracts, messages, documents, work visibility, and invoicing share the same relationship context.

Which CRM capabilities are included?

Civalta includes client invoicing, client-visible and internal work tickets, bill intelligence, discovery, RFPs, proposals, engagements, contracts, messages, alerts, documents, and search in one connected platform.

From mandate to momentum

Bring the public affairs relationship into one system.

Discover the right partner, formalize the engagement, and keep both sides aligned as the work moves forward.