Managing Individual Clients
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If you're a for-hire lobbying firm, one of the complexities you undertake is managing the interests of varied and numerous clients.
We've detailed two options below for you to better manage your different client's interests.
Recommended Approach For organizations actively working with clients and coordinating lobbying efforts before formally registering activity, we recommend using the approach detailed below.
The way we recommend tracking and managing client interests is via the use of .
To do this:
First, create a tag for each of your clients (in our example, we'll use the Wisconsin Nurses Association). Make sure this tag is private.
Subscribe to your tag.
Next, navigate to a bill your client cares about:
Click the "Assign Tag" button, and select the clients you'd like to associate to a bill:
You should associate every bill your client cares about with the Wisconsin Nurses Association tag.
Any employee that supports the Wisconsin Nurses Association should subscribe to that tag so as to be kept up to date on bills relating to the client:
✔️ And that's it, you're all done!
Read more about tags .
When you register a client's lobbying activity (or interest) with the government, our system will automatically pick up that lobbying activity and link your activity to a client:
Read more about subscribing to lobbying principals at the resource below:
Under Development
This is an area we're actively exploring additional development solutions, and will share more at a later date.
We recommend if you solely want to track your activity with governing bodies, or desire to track the registered lobbying activity of principals that you don't actively manage.
