Give every deadline a next step
See upcoming and overdue work across grants. Assign a task, record a blocker, or mark it complete.
Manage grants across your client portfolio
Switch between municipal clients with each grant’s deadlines, files, and open tasks in view. Spend less time reconstructing the history when it is time to prepare an application or answer a client.
Continue your client's grant work
When an agency reply or updated file arrives, add it to the grant and record any follow-up. The next time you open the grant, the task and source are together.
Find the file behind the decision
Keep a message or file with the application it affects. See which version has been reviewed and approved.
Carry applications into awards
Track the application requirements, filing receipt, and agency decision. Carry approved funding into its award.
See what is still owed
Compare each submitted line with the agency’s decision and payments received. Keep the supporting files beside the amounts.
Keep your client portfolio within reach.
Find the application, award, or payment request and continue from the work already recorded.
- One consultant handles several active municipal applications or awards.
- A client, engineer, reviewer, or agency can change the next action.
- A practice leader has to check who holds the latest file, decision, or receipt.
- Carry application records into award management and reimbursement work.
See how CivicFolio fits your practice.
Walk through the tasks, files, and reporting needs of a typical client grant.