PORTFOLIO OPERATIONS
Your whole client book, in one view.
Add a client and the profile builds itself.
- Type a name. Capiro assembles the profile for you: capabilities, facilities, filings, people and targets.
- See coverage, commitments and what needs attention across every client.
- Import from a CSV or your LDA filings, with a preview first.
ADD A CLIENT
Website✓
Capabilities✓
Facilities✓
Filings✓
People✓
Targets✓
0% of the profile built for you
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MF
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PV
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DR
BQ
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CLIENT MEMORY
The institutional knowledge, always with the firm.
Meri remembers so your people do not have to.
- Meetings, emails, bills, hearings, commitments, entities and more flow into one memory per client.
- What Meri learns is proposed first, then approved by a teammate.
- Ask anything about a client and get an answer with sources.
INSTITUTIONAL MEMORY
PROPOSEDREVIEWED BY A TEAMMATEAPPROVED
RELATIONSHIPS
Who knows whom, and what happened.
The engagement module: a living map of every relationship.
- Members, staff, committees and your own contacts, connected on one map.
- Every meeting and outreach lands on the map, with its history.
- See who is active, warm or cold, and where you have never been.
RELATIONSHIP MAP
DAY 0
ACTIVEWARMCOLDNEVER ENGAGED
WATCHING
Watching 7 relationships for Northline. The closer to the center, the more recent the contact.
INTELLIGENCE
A constant bead on everything that moves.
Federal and state data, read against your clients.
- Congress, agencies, budgets, grants and filings, refreshed on a schedule.
- Every update is weighed against your clients' priorities and ranked.
- What matters lands in one inbox, with its sources.
WHAT IS MOVING, READ AGAINST YOUR CLIENTS
Congress.gov
Federal Register
Regulations.gov
USAspending
SAM
Grants.gov
LDA filings
GAO and CRS
State bills
CHANGES INBOX
STRATEGY
From objective to strategy to plan.
Start with what the client wants. Capiro builds the path.
- Begin with the objective. The strategy follows the congressional cycle, with decisions, gates and milestones.
- A rules-based checker tests dates against recess and mark-up timing.
- Then it breaks into tactical tasks your team can pick up.
1OBJECTIVE
Client: NorthlineTarget: HAC-DCycle: FY27
2STRATEGY ACROSS THE CYCLE
RequestMark-upFloorConference
RECESS
Build the ask
Confirm sponsor
Subcommittee request
Brief coalition
Mark-up window
DATES CHECKED
3TACTICAL PLAN
SENT TO THE PLANNER
PRODUCTION
The work products, drafted.
Memos and submissions that start from your client's context.
- Memos, appropriations requests, NDAA requests, amendments and earmark applications.
- Every claim cites its sources, and you review before it goes anywhere.
- Edit, comment, approve and export to Word or PDF.
DRAFT FROM YOUR CLIENT'S CONTEXT
HIGH SUPPORT. REVIEW BEFORE YOU USE IT.WordPDF
EXECUTION
Work that moves, with you in the middle.
Tasks, deadlines and outreach, from plan to done.
- Assign tasks and deadlines to your team straight from the plan.
- Outreach goes out only after you approve the exact message.
- Follow-ups and commitments stay in view, so nothing slips.
PLANNERIN DEVELOPMENT
TO DO
IN PROGRESS
DONE
Brief subcommittee staff
DUE THUMA
Send cost breakdown
DUE FRIJC
Draft follow-up email
DUE FRITP
Log the Oct 2 meeting
DUE DONEMA
MERI PROPOSES
Send the follow-up to the subcommittee staffer, from your inbox. Approve this exact message?
ReviewApprove and send
WHO WE SERVE
Every industry, every route to Washington.
The same back office, whatever your clients do.
- Twelve sectors, from defense and health to energy, financial services and trade, carried by one back office.
- Each work product is routed to the right committee, subcommittee or agency docket, on its own calendar.
- A client that spans several industries keeps every route in one record.
ONE ROUTE TO WASHINGTON01 / 12
- INDUSTRYDefense and Aerospace
- WORK PRODUCTNDAA requests
- PATHWAYNDAA authorization
- LANDS ATHASC · SASC · House Rules
USE CASES
See the product in a lobbying firm's week.
Six real moments, from the meeting brief to the advocacy draft, and what the back office carries in each.