Manual bill tracking across portfolios
AI-scored bills auto-assigned to portfolios
Trusted by advisory firms across industries
AI relevance scoring surfaces the bills, hearings, and policy signals that matter to each client's issue portfolio. Whether you manage five clients in one state or thirty across a dozen, your morning starts with a prioritized view, not a manual search.
360° Issue Views and same-day hearing intelligence give your team the context to assess any development: cross-state momentum, what was actually said in committee, and whether a bill is a real threat or political positioning. The kind of context your clients pay you for, ready when they need it.
✓Sparate bill tracking and position assignments per client
✓Role-based access controls
✓Bulk bill assignment across clients
✓No spreadsheet workarounds
Generate client-specific reports filtered by state and issue area from your live portfolio. Bill status, hearing summaries, and position tracking are already structured. Choose the format, choose the client, and send. Every Friday, without the Thursday night rebuild.
Real-time policy alerts give your firm a reason to reach out to target prospects with something specific and timely, before competitors do. A bill gets introduced, the platform scores it, and your team is drafting outreach while other firms are still reading the morning news.
✕ Manual bill tracking across portfolios
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✓ AI-scored bills auto-assigned to portfolios
✕ Staffing hearings across time zones
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✓ Same-day transcripts with AI summaries
✕ Repetitive report generation by client
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✓ Auto generated reports and briefings
✕ Generic outreach to prospects
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✓ Insight-led outreach
Get a walkthrough built around your firm's actual client mix: the states you cover, the issues you track, and the reporting workflow your team runs every week.
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