Product Experience
Every role. One platform.
From front-counter staff handling resident requests to the CAO reviewing council-ready reports — every role has a purpose-built journey. Explore how Civic Council & Agenda works for your team.
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See Civic Council & Agenda handle a complete resident service request — from intake through resolution and council reporting.
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Explore the Interface
Click through the actual Civic Council & Agenda interface. Navigate between the dashboard, resident profiles, service requests, and reports to see how everything connects.
Feb 24
Next Meeting
7 days vs last month21
Agenda Items
+3 addendum vs last month14
Action Items
2 overdue vs last month342
Bylaws Active
+2 adopted vs last monthRecent Activity
Staff report approved by CAO — Parks Master Plan
Parks & Rec · 1 hr ago
Delegation registered — Community Garden Society
Clerk's Office · 3 hr ago
Bylaw 2026-018 passed third reading
Council · 5 hr ago
AI draft minutes generated — Feb 10 council meeting
Clerk's Office · 1 day ago
Action item overdue — Traffic study follow-up
Public Works · 2 days ago
Role-Based Journeys
One Platform, Every Perspective
Select a role to explore their complete journey through Civic CRM — from day-one onboarding to daily workflows and strategic outcomes.
Municipal Clerk
From Agenda Assembly to Minutes Publication
Follow the complete legislative workflow — from receiving staff reports through agenda assembly, meeting conduct support, AI-powered minutes generation, and bylaw registration. Every step documented with a complete audit trail.
Collect
Staff reports received
Approved staff reports flow into the agenda staging area through the automated approval workflow. The clerk sees a real-time dashboard of reports by status — approved, pending approval, and late.
The Report Approval Workflow (spec 1.2) routes reports through author → reviewer(s) → department head → CAO → clerk. Each approval action is logged with timestamp and approver identity. Late reports submitted after agenda close are flagged with options to add as addendum or defer to the next meeting. The clerk's staging dashboard shows all reports by status with deadline countdown timers.
Assemble
Agenda built
Drag-and-drop agenda builder arranges approved reports, correspondence, petitions, and standing items into sections per the procedure bylaw. Consent agenda items are bundled automatically. Table of contents and page numbering update in real-time.
The Agenda Builder (spec 1.3) provides a visual assembly interface with pre-configured sections per the municipality's procedure bylaw: call to order, declarations of interest, delegations, consent agenda, committee reports, new business, bylaws, closed session, and adjournment. The clerk drags approved items into the appropriate section. Consent agenda items are grouped for a single vote with the ability to pull items for individual consideration. Automatic page numbering and table of contents update as items are reordered.
Publish
72h+ notice
One-click publication generates accessible PDF and HTML versions of the agenda with all supporting documents. Automatic distribution to council members and the public meeting portal. 72-hour compliance timer starts.
The Multi-Format Publisher (spec 1.4) generates WCAG 2.1 AA compliant PDF (PDF/A) and HTML versions of the complete agenda with supporting documents. The Distribution Engine automatically emails the meeting material package to all council members, posts to the council member portal, and publishes to the public meeting portal. The system tracks the 72-hour advance publication requirement per Municipal Act and alerts if publication is delayed.
Conduct
Meeting support
During the meeting, the clerk manages attendance and quorum tracking, delegation timing, voting capture (show of hands or recorded), and closed session transitions — all within the meeting management interface.
The Meeting Management Hub (spec 2.1–2.6) provides real-time tools during meetings: attendance capture with quorum calculation per Municipal Act (majority present), delegation time management with countdown timers, voting capture for show of hands and recorded votes (yea, nay, abstain, absent, declared interest), and closed session transition with permitted purpose selection per s.239. Electronic and hybrid meeting support per s.238(3.1) enables remote members to participate and vote.
Draft
AI-generated minutes
After the meeting, AI summarization generates draft minutes from the audio/video recording. Motions, movers, seconders, vote results, and action items are extracted automatically with timestamps linked to the video.
The AI Summarization Engine (spec 7.1) processes the meeting recording to generate structured draft minutes. Key decisions are extracted: motion text, mover, seconder, and vote result. Action items are identified with responsible party and deadline. Topic-level summaries include timestamps linked to the video recording. The clerk reviews and refines the AI-generated draft — typically taking under 1 hour vs. 8–15 hours of manual drafting.
Register
Bylaws & records
Adopted bylaws are registered in the bylaw registry with lifecycle tracking. Resolutions are indexed. Action items are assigned to departments. Minutes are queued for approval at the next meeting. All records archived.
Post-meeting processing: adopted bylaws enter the Bylaw Registry (spec 4.1) at the appropriate lifecycle stage. Resolutions are recorded in the Resolution Registry (spec 4.2) with full text, mover, seconder, and vote result. Action items from the Action Item Extractor (spec 3.3) are assigned to responsible departments with deadlines. Draft minutes enter the approval queue for the next meeting. All meeting records are archived with complete audit trail — every action logged with timestamp, user, and context.
Clerk Journey
0 / 6
Step 01
Collect
Staff reports received
Approved staff reports flow into the agenda staging area through the automated approval workflow. The clerk sees a real-time dashboard of reports by status — approved, pending approval, and late.
The Report Approval Workflow (spec 1.2) routes reports through author → reviewer(s) → department head → CAO → clerk. Each approval action is logged with timestamp and approver identity. Late reports submitted after agenda close are flagged with options to add as addendum or defer to the next meeting. The clerk's staging dashboard shows all reports by status with deadline countdown timers.
Step 02
Assemble
Agenda built
Drag-and-drop agenda builder arranges approved reports, correspondence, petitions, and standing items into sections per the procedure bylaw. Consent agenda items are bundled automatically. Table of contents and page numbering update in real-time.
The Agenda Builder (spec 1.3) provides a visual assembly interface with pre-configured sections per the municipality's procedure bylaw: call to order, declarations of interest, delegations, consent agenda, committee reports, new business, bylaws, closed session, and adjournment. The clerk drags approved items into the appropriate section. Consent agenda items are grouped for a single vote with the ability to pull items for individual consideration. Automatic page numbering and table of contents update as items are reordered.
Step 03
Publish
72h+ notice
One-click publication generates accessible PDF and HTML versions of the agenda with all supporting documents. Automatic distribution to council members and the public meeting portal. 72-hour compliance timer starts.
The Multi-Format Publisher (spec 1.4) generates WCAG 2.1 AA compliant PDF (PDF/A) and HTML versions of the complete agenda with supporting documents. The Distribution Engine automatically emails the meeting material package to all council members, posts to the council member portal, and publishes to the public meeting portal. The system tracks the 72-hour advance publication requirement per Municipal Act and alerts if publication is delayed.
Step 04
Conduct
Meeting support
During the meeting, the clerk manages attendance and quorum tracking, delegation timing, voting capture (show of hands or recorded), and closed session transitions — all within the meeting management interface.
The Meeting Management Hub (spec 2.1–2.6) provides real-time tools during meetings: attendance capture with quorum calculation per Municipal Act (majority present), delegation time management with countdown timers, voting capture for show of hands and recorded votes (yea, nay, abstain, absent, declared interest), and closed session transition with permitted purpose selection per s.239. Electronic and hybrid meeting support per s.238(3.1) enables remote members to participate and vote.
Step 05
Draft
AI-generated minutes
After the meeting, AI summarization generates draft minutes from the audio/video recording. Motions, movers, seconders, vote results, and action items are extracted automatically with timestamps linked to the video.
The AI Summarization Engine (spec 7.1) processes the meeting recording to generate structured draft minutes. Key decisions are extracted: motion text, mover, seconder, and vote result. Action items are identified with responsible party and deadline. Topic-level summaries include timestamps linked to the video recording. The clerk reviews and refines the AI-generated draft — typically taking under 1 hour vs. 8–15 hours of manual drafting.
Step 06
Register
Bylaws & records
Adopted bylaws are registered in the bylaw registry with lifecycle tracking. Resolutions are indexed. Action items are assigned to departments. Minutes are queued for approval at the next meeting. All records archived.
Post-meeting processing: adopted bylaws enter the Bylaw Registry (spec 4.1) at the appropriate lifecycle stage. Resolutions are recorded in the Resolution Registry (spec 4.2) with full text, mover, seconder, and vote result. Action items from the Action Item Extractor (spec 3.3) are assigned to responsible departments with deadlines. Draft minutes enter the approval queue for the next meeting. All meeting records are archived with complete audit trail — every action logged with timestamp, user, and context.
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