For municipal and state grant teams

A dependable record for grant work.

Keep requirements, files, decisions, review, and submission evidence connected, so the work does not disappear between the inbox and the filing date.

Illustrative workflow — no client data

Source

Bring the requirement and its original context into view.

Sample record

Fictional funding notice

Program guidance · revision 2

Requirements

Connect files, work, and decisions to one owning record.

Sample record

Riverside trail concept

Budget draft · version 0.4

In progress

Route the decision, preserve comments, and record the result.

Sample record

Program review

Clarification requested · Reviewer A

Needs attention

Keep the approved set and the portal readback together.

Sample record

Filing set · version 1.0

Prepared for readback review

Ready to verify

Keep requirements, files, tasks, and decisions tied to one record.

Make review ownership and unresolved questions visible.

Keep submission evidence close enough to check later.

How work moves

Start with the inbox and Drive context that already carry the work.

Name the owner, the requirement, the approved file, and the unresolved question.

Record what moved to the portal and what the portal returned.

Access is limited

CivicFolio is opening access through a short review of the grant process you need to make reliable.