Lobbying tasks & client requests
Keep the next step clear. Across every engagement.
Bring client requests and your firm’s work into an organized queue. Assign responsibility, follow progress, and keep tasks connected to the engagement behind them.
For independent lobbyists and lobbying firms
Give every next step an owner
Keep the work moving
Prepare policy priorities
Due Jan 12
Review session strategy
Client request
Deliver session briefing
Completion notes addedTurn requests into visible work
Give each ticket a description, priority, and due date, with the relevant engagement attached from the start.
Make ownership easier to follow
Assign work to lobbyists and use board or row views to see progress across your team’s queue.
Choose what the client sees
Keep firm tickets private or make work visible to your client through the shared engagement.
A place for the next action
Keep small commitments from losing their context.
Client requests, follow-ups, and internal preparation belong to the relationships they support. Organize work within an engagement and review it across your firm, keeping each task connected to the client priority behind it.
- 01
Capture the work
Create a ticket or review a request submitted by a platform client.
- 02
Set responsibility and visibility
Assign the work, establish timing, and choose whether a firm ticket is private or shared.
- 03
Follow progress
Update workflow status and review the queue using filters, sorting, and the view that suits your team.
THE CIVALTA WORKSPACE
Find the work that needs your attention.
Use a focused view when your team is working across several client relationships.
Keep the work connected
Part of a bigger picture.
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.
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.
Can clients submit requests?
Yes. Authorized platform clients can create requests within an active engagement. Your firm manages the workflow as the work moves forward.
Are internal firm tasks visible to clients?
Private tickets remain visible to your firm. Public tickets are also visible to the client, allowing you to choose the appropriate visibility for the work.
Can I review tasks across multiple clients?
Yes. The organization ticket workspace brings engagement work together, with filters to narrow the queue to the client relationship or assignee you need.
Your next step starts here
Give every commitment a place to go.
Build a workspace where your team can follow the work and the relationship together.