Client Management
& Portal Access
Organize your practice around your clients. Track their interests, manage their watchlists, log activities, and provide secure portal access that demonstrates your value every single day.
Organize Everything
Complete Client Profiles
Every client gets a comprehensive profile that centralizes contacts, industry classification, engagement details, and team assignments. No more scattered spreadsheets or disconnected tools.
Contact Management
Multiple contacts per client with roles, emails, and phone numbers
Industry Classification
Tag clients by industry for cross-client analysis and keyword alert setup
Team Assignments
Assign lobbyists and team members to clients with role-based visibility
Engagement Tracking
Contract dates, retainer amounts, renewal reminders—never miss a milestone
Multi-Client Ready
Manage 5 clients or 50—LobbyScape scales with your practice
Secure Client Portal
Your clients see exactly what you want them to see—building trust through transparency
Demonstrate Your Value
Client Portal Access
Stop sending manual update emails. Give clients their own secure login where they can see tracked bills, your position analysis, and shared notes—demonstrating your value 24/7 without extra work from your team.
Read-Only Access
Clients view their watchlists and bill status without editing capabilities
Visibility Controls
Choose exactly which notes, watchlists, and documents each client can access
Multi-User Support
Invite multiple contacts from each client organization with individual logins
Export Reports
Clients can download bill reports, activity summaries, and watchlist exports in CSV format
Track Everything
Activity & Document Management
Log meetings, calls, and billable activities by client. Upload and share documents with version control. Every interaction is tracked and attributable.
Activity Logging
Log meetings, phone calls, emails, and billable hours by client. Generate activity reports that demonstrate your engagement and support invoicing.
Document Sharing
Upload testimony, research, and analysis organized by client. Share documents through the client portal with controlled visibility.
Activity Timeline
See all client activity in one chronological feed. Filter by type, team member, or date range to find exactly what you need.
Contract & Renewal Tracking
Track contract dates, retainer amounts, and renewal deadlines. Get reminders before important client milestones so nothing falls through the cracks.
Proactive Discovery
Client Interest Configuration
Configure interested states, topics, and keywords for each client. LobbyScape uses these settings to automatically surface relevant legislation and budget items—so you're always one step ahead of your clients' needs.
Interested Topics
Healthcare, education, environment, insurance—tag the issues each client cares about
Keyword Monitoring
Automatically discover new bills matching client-specific keywords
Report Preferences
Configure report frequency per client—none, weekly, or monthly summaries
Client-Centric Design
Every feature is built around the client relationship—because that's what matters most
See It in Action
Transform Your Client Relationships
Schedule a demo to see how LobbyScape's client management tools help you organize your practice, demonstrate value, and build stronger client relationships.