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Client email & professional conversations

Keep the conversation close to the client work.

Reach clients from the engagement you are already working in. Civalta connects supported mailbox sending, personal contacts, and sent email history with the context behind your outreach.

Create your lobbying workspaceSee how it works

For independent lobbyists and lobbying firms

A more connected conversation

Email from your own mailbox

Client updateMailbox connected
From[email protected]
ToALAlex Lee
Your January work report

Hi Alex,

Here is a summary of this month’s work and the priorities we’re moving forward.

Best,
Jordan

January work report.pdfSend
Sent email historyKeep the update with the engagement.
Just now
Illustrative product view

Send from your connected mailbox

Write one-to-one client email from Civalta using your connected account and a clearly selected recipient.

Bring the update along

Attach supported files or an engagement work report when your client needs more than a short note.

Keep sent email in context

Return to the history of email sent through Civalta for an engagement, alongside the relationship it supports.

Outreach with a starting point

Move from the engagement to the update.

When it is time to brief a client, the work and reporting context are nearby. Choose a recipient, write your message, and attach a report or file. Your sent email record stays accessible alongside the engagement.

  1. 01

    Connect your account

    Authorize a supported mailbox from your settings using your own account.

  2. 02

    Choose the conversation

    Select an engagement recipient or a personal contact and prepare your email.

  3. 03

    Send with the right context

    Add supported attachments and review the send result in Civalta’s email history.

THE CIVALTA WORKSPACE

Two useful ways to stay in touch.

Use the communication channel suited to the relationship and the message.

Send client email through your connected mailbox.
Maintain your own personal contact records.
Use Civalta’s Inbox for platform conversations.
One place for the relationship.
More room for the work.

Keep the work connected

Part of a bigger picture.

Explore Civalta

Lobbying CRM

Keep lobbying clients, engagement scope, team responsibilities, tasks, documents, and billing connected with Civalta’s lobbying CRM.

Client Reports

Generate PDF work reports from lobbying engagement activity. Choose the reporting period and lobbyists, then share a clear client update with Civalta.

Find Opportunities

Discover lobbying opportunities, review client scopes, submit proposals, and discuss terms before bringing new work into Civalta.

A little more clarity

Good questions.
Clear answers.

Does Civalta replace my email inbox?

The connected email tools focus on sending and recording email sent through Civalta. Continue using your mailbox for incoming email and your broader email history.

Can I email an external client?

Yes. Supported engagement email can use the contact details on an external client record, so the client does not need a platform account to receive it.

Who can connect a mailbox?

Connected mailbox and personal contact tools are available to eligible lobbyists with an active seat and the required permissions. Each mailbox belongs to the connecting user.

Your next step starts here

Bring your next update closer to the work.

Connect client communication with the engagement behind the message.

Create your lobbying workspace