How Legible Fully Automates Your Weekly Client Reports

Overview

A multi-client government affairs firm managing legislative tracking and reporting for 35 different clients faced a recurring challenge: keeping up with the time-intensive process of manually generating weekly reports and updates. With each client requiring tailored legislative summaries, insights, and action plans, the firm’s team was overwhelmed by the administrative burden. Despite their best efforts, the reports often lacked consistency, were delayed, or missed critical updates due to the sheer volume of data.

The firm turned to Legible’s Client Portals feature to automate and streamline their reporting processes. As a result, they saved hundreds of hours over the course of a legislative session, drastically improved the timeliness and accuracy of their reports, and provided clients with a seamless, self-service experience.

The Challenge

With a client base that spanned a diverse range of industries, the firm needed to provide highly customized reports and legislative updates for each of its 35 clients. Their previous workflow involved:

Manually Filtering and Compiling Data: Analysts spent hours sorting through legislative updates and tracking bills across multiple states, often using spreadsheets and notes to manage relevant information.
Preparing Custom Weekly Reports: Every week, analysts had to manually draft, format, and send reports tailored to each client’s specific interests, a process that was labor-intensive and error-prone.
Responding to Client Requests and Inquiries: Clients frequently requested real-time updates or additional context for specific bills, which further added to the team’s workload and often led to communication delays.

These challenges resulted in inefficiencies that drained resources and impacted the firm’s ability to deliver timely, high-quality reports. The growing client base only exacerbated the problem.

The Solution: Legible’s Client Portals Feature

To overcome these hurdles, the firm adopted Legible’s Client Portals feature, a self-service tool that allows clients to access real-time legislative updates, track specific bills, and receive customized reports—all within a personalized portal.

Here’s how the Client Portals feature transformed their operations:

1. Automated Report Generation

With Legible’s Client Portals, the firm’s analysts no longer needed to manually prepare weekly reports. Each portal automatically generated real-time updates and comprehensive summaries based on the client’s tracked issues, saving the firm significant time. Reports that previously took hours to compile were now available at the click of a button.

2. Self-Service Client Access

Clients could log into their personalized portal at any time to view the latest legislative developments relevant to their interests. This self-service capability eliminated the constant back-and-forth communication that often bogged down the firm’s team. Clients could access information on their schedule, reducing the need for repetitive status requests.

3. Customizable Alerts and Notifications

Through the Client Portals, each client could set up customized alerts for key legislative actions or updates. This proactive notification system ensured that clients received timely information without waiting for the weekly report, further enhancing their experience and reducing response times.

4. Enhanced Collaboration and Transparency

Legible’s platform allowed the firm to grant varying levels of access to client stakeholders, ensuring that everyone had the right information at their fingertips. This feature improved internal collaboration within client organizations and gave clients confidence that they were receiving comprehensive, real-time insights.

Results

The introduction of Legible’s Client Portals had a profound impact on the firm’s operations and client relationships:

Hundreds of Hours Saved on Reporting: With reporting fully automated, the firm’s team could reallocate time toward strategic tasks like advocacy, policy analysis, and client relationship management. The automation eliminated redundant, manual work, enabling analysts to focus on high-impact initiatives.
Improved Report Accuracy and Timeliness: The automated system ensured that clients received the most up-to-date information with no delays or missed updates. Reports were generated with consistent formatting and accuracy, reinforcing the firm’s reputation for reliability.
Superior Client Experience: Clients reported higher satisfaction due to the convenience and transparency provided by the portals. They appreciated the ability to access information at their convenience and receive customized updates without needing to wait for weekly briefings.
Increased Capacity for Client Growth: With the time savings and process efficiencies gained, the firm was able to onboard additional clients without needing to expand its team. This scalability opened the door for new revenue opportunities and allowed the firm to grow sustainably.

Conclusion

For multi-client firms, reporting can be one of the most time-consuming and error-prone aspects of managing legislative affairs. Legible’s Client Portals feature offers a game-changing solution that automates reporting, enhances client satisfaction, and frees up valuable time for strategic activities.

By adopting Legible’s Client Portals, this firm was able to save hundreds of hours while providing a better, more consistent experience for their 35 clients. The automation of reporting not only improved efficiency but also positioned the firm to handle client growth and deliver a higher standard of service.

If your firm is looking to optimize operations, reduce manual work, and deliver exceptional client experiences, Legible’s Client Portals are a powerful tool to achieve these goals.