What is due next?
See the deadline, the person responsible, and the reason the work is waiting.
For consulting firms
Answer each municipal client from the grant, not from memory.
CivicFolio keeps the client request, project file, review decision, agency answer, and filing receipt with the right application, so the consultant does not have to search email, Drive, and the portal before answering.
Keep one current record for every municipal grant.
When a client request, agency reply, review decision, or filing receipt arrives, put it on the right application while the work is still fresh.
What is missing?
See the email, file, approval, or agency answer that must arrive before the grant can move.
Who needs to decide?
See the document, reviewer, decision, and due date on the grant where the work belongs.
What did the agency receive?
See the final filename, portal receipt, and agency response after a person completes the filing.
Start with the consultant who has to know.
Use one active grant to compare the time and accuracy before asking the whole practice to work differently.
- 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.
- The firm wants to compare the time and accuracy on one deadline before a wider rollout.
Test one live grant before changing the whole practice.
Use the next deadline, review, or filing to decide whether CivicFolio is worth keeping.