From onboarding to live intelligence

How Legisly works

From onboarding to client-ready reports — built for how CA lobbyists actually work.

01
Day 1

Onboard your firm & migrate your data

Set up your firm account with multi-tenant architecture. Import your client bill lists, positions, tags, notes, and historical tracking data from your existing tools via CSV/Excel.

Data Migration Wizard

Our migration tool imports your existing data so you can switch without losing any client history. User roles for firm admins, lobbyists, and client viewers.

Live in <1 day Zero lost client history
02
Automatic

The CA data pipeline starts tracking

Real-time ingestion from California Legislative Information. Bill status, amendment history, vote records, committee analyses, legislator data, and committee memberships — all synced automatically.

Always current

Automated data refresh keeps your bill tracking, legislator profiles, and committee schedules up to date 24/7.

24/7 automated sync Full CA legislature coverage
03
Daily workflow

Manage clients, positions & stakeholders

Track bill positions (Support / Oppose / Watch / Neutral) per client. Maintain internal memos, stakeholder contacts, and coalition relationships — all linked to active bills.

Stakeholder CRM

A contact database for legislators, staff, advocates, and coalition contacts linked to your clients and their active bills.

One workspace per client Positions linked to live bills
04
One click

Generate branded reports & share with clients

Create professional reports with your firm's logo and branding. One-click PDF export. Or give clients their own white-labeled portal with live bill status, hearing alerts, and position notes.

Client Intelligence Portal

A branded, read-only login for each client with live dashboards, hearing alerts, and a WYSIWYG builder so you control what each client sees.

One-click PDF export White-labeled client portal
05
NextComing soon

Live hearing intelligence & AI analysis

What we're building next: real-time audio capture and transcription of CA legislative hearings, with AI summaries, speaker identification, vote detection, and client-specific relevance scoring.

In the product today

Hearing schedules from the Assembly and Senate daily file, committee analyses, and the support/opposition register for every bill.

Live transcription, speaker-identified Roll calls captured as they happen
14 days free · no charge today

See it running on your own bills

Sign up, import your tracking list, and the pipeline starts working — no sales call in between.

A card is required to start the trial. Nothing is charged today.