Client & engagement management
Every client relationship. A connected place to work.
Organize your lobbying practice around the client engagement. Civalta’s lobbying CRM brings scope, people, work, and commercial records together so your team can follow a relationship beyond its latest email.
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.
Bring existing clients with you
Create engagements for current relationships, including external clients who do not have an account on Civalta.
Keep the scope within reach
Give each engagement a clear record of its purpose, service period, client details, and lead lobbyist.
Connect the moving parts
Follow tasks, attached bills, reports, documents, and invoices through the relationship they belong to.
Your practice in context
A client record that leads into the work.
An engagement should help your team act on what it knows. Move from the client relationship into current work, contracting, and invoicing without losing the scope behind it. Keep private firm activity separate from work shared with platform clients.
- 01
Create the relationship
Start from an accepted proposal or add an existing client engagement to your workspace.
- 02
Set the context
Record the scope, service period, client contacts, and lobbyist responsible for the engagement.
- 03
Keep work connected
Use the engagement to coordinate delivery and return to its documents, reports, and billing history.
THE CIVALTA WORKSPACE
See relationships across their lifecycle.
Keep active work and the record of earlier engagements accessible to your firm.
Keep the work connected
Part of a bigger picture.
Task Management
Organize lobbying tasks and client requests with assignments, due dates, priorities, work status, and private or shared visibility in Civalta.
Client Reports
Generate PDF work reports from lobbying engagement activity. Choose the reporting period and lobbyists, then share a clear client update with Civalta.
Invoicing
Manage engagement billing, planned and issued invoices, payment status, credits, and refunds with Civalta’s invoicing tools for lobbying firms.
A little more clarity
Good questions.
Clear answers.
Does every client need a Civalta account?
No. External client records let your firm organize existing relationships without requiring the client to join the platform.
What changes when a client uses Civalta?
A platform client can access its shared engagement, submit requests, review shared work, and use supported contracting and billing workflows according to its role.
Can my whole firm use the same client workspace?
Your organization can invite members and assign roles. Individual capabilities and access to engagement information follow those permissions.
Your next step starts here
Give your client work a common home.
Create your lobbying workspace and connect the relationships your practice runs on.