For lobbying firms & independent lobbyists
Build relationships. Keep the work connected.
Civalta brings your client relationships and daily operations into one platform. Showcase your practice, pursue new opportunities, and give each engagement a connected home for the work that follows.
For independent lobbyists and lobbying firms
Your practice, connected
Every client. One portfolio.
Northstar Renewables
Energy policy engagement
Community Alliance
Firm-managed relationship
Horizon Partners
Transportation priorities
The details stay together
Client contacts, engagements and billing.
Put your expertise to work
Build a professional presence and respond to opportunities suited to your issues and jurisdictions.
Organize delivery across clients
Connect engagement records, tasks, legislative positions, documents, and client reporting around the relationship.
Bring operations into the picture
Keep contracting, client email, and invoicing closer to the work your team delivers.
A connected practice
From the next introduction to the next invoice.
Connect discovery and proposals with the engagement workspace. Carry the agreed scope into delivery, report on activity, and keep billing connected to the client relationship.
- 01
Establish your presence
Complete your individual and firm profiles with issue expertise, jurisdictions, and professional background.
- 02
Connect your client work
Bring existing relationships into engagements and respond to new opportunities through the marketplace.
- 03
Run the engagement
Coordinate tasks, track relevant bills, generate work reports, and manage the commercial record.
THE CIVALTA WORKSPACE
Room for your firm’s way of working.
Coordinate a practice with clear relationships between people, clients, and work.
Explore your workspace
The tools behind your next step.
Lobbying CRM
Keep lobbying clients, engagement scope, team responsibilities, tasks, documents, and billing connected with Civalta’s lobbying CRM.
Invoicing
Manage engagement billing, planned and issued invoices, payment status, credits, and refunds with Civalta’s invoicing tools for lobbying firms.
Client Reports
Generate PDF work reports from lobbying engagement activity. Choose the reporting period and lobbyists, then share a clear client update with Civalta.
Task Management
Organize lobbying tasks and client requests with assignments, due dates, priorities, work status, and private or shared visibility in Civalta.
Communications
Connect your mailbox, send client email with engagement context, attach work reports, and manage professional conversations in Civalta.
Find Opportunities
Discover lobbying opportunities, review client scopes, submit proposals, and discuss terms before bringing new work into Civalta.
Professional Profiles
Showcase your lobbying experience, issue areas, jurisdictions, availability, and firm team with professional profiles on Civalta.
Contracts & e-Signatures
Review lobbying contract drafts, track document versions, discuss changes, and complete electronic signatures within your Civalta engagement.
Bill Tracking
Track supported Colorado bills, review activity, documents and votes, and manage engagement positions and assignments with Civalta’s tools for lobbyists.
A little more clarity
Good questions.
Clear answers.
Is Civalta for independent lobbyists or firms?
Both. Independent professionals and lobbying firms can use profiles, client engagements, and operational tools to organize their practice.
Can I manage clients I already work with?
Yes. Create engagements for existing relationships, including external client records for clients who do not have a Civalta account.
Do all features require the same role?
Access follows organization roles and capabilities. Some workflows, including bill tracking and connected email, require an active lobbyist seat.
Your next step starts here
Bring your practice together.
Create a lobbying workspace for your team, your clients, and your next opportunity.