Get Started as a Client

Set up your client workspace before looking for lobbying support. This guide helps businesses, associations, nonprofits, and government affairs teams create an account, complete their profiles, and invite teammates.

The screenshots use Sophia Bennett and Mountain West Clean Energy Association as example information. Enter your own organization and contact details.

1. Create your account

1. Open the Civalta sign-up page.
2. Choose Sign up with Google or Sign up with Microsoft, or enter your First name, Last name, Email, and Password.
3. For email/password signup, use at least 12 characters, complete Confirm password, and select Create account.

2. Verify your email if prompted

If Civalta opens the email verification screen, enter the six-digit code sent to your email address and select Verify email. Check spam if it has not arrived, or select Send new code.

3. Create your client workspace

1. Under Create an organization, select Start setup.
2. On Set up your workspace, choose Client — Looking for representation.
3. Enter your legal Organization name. Optionally add your Website and choose up to three Industry focus areas.
4. Select Confirm organization. You become the organization’s Owner and enter your workspace.

If you see a pending invitation under Organization invitations, select Accept to join that workspace instead. Completing a new organization declines your pending organization invitations.

4. Complete your personal profile

1. Open Settings → Profile → User profile.
2. Review your Full name and add your Professional title, Short bio, and Location. Your Work email is read-only.
3. Optionally upload a Profile photo, then select Save profile.

For field details, see Complete Your Profile.

5. Complete your organization profile

1. Open Settings → Organization → General details.
2. Review Legal organization name. Add a Doing business as (DBA) name if you use a different display name.
3. Add your Official website, Billing email, and Mission statement. Optionally upload an Organization Logo and review your Industries.
4. Select Save profile.

Only an Owner or Admin can edit these settings. The legal name is read-only; contact Support for corrections. See Set Up Your Organization.

6. Invite teammates, if needed

1. Open Settings → Organization → Members.
2. Under Invite member, enter the teammate’s Email address. Choose Admin access, Member access, or Billing access as appropriate.
3. Select Invite member. Your teammate joins using their emailed invitation.

Only an Owner or Admin can invite teammates. See Invite and Manage Organization Members for permissions and invitation management.

What’s next?

• Find lobbying support: open Lobbyists to compare profiles and contact potential partners.
• Request proposals: follow Create an Opportunity to describe the work you need.
• Review responses: follow Handle Incoming Proposals when proposals arrive.