How Lobbyists Use Proxi to Move from Policy Chaos to Client Clarity
Teams now identify relevant developments, generate verified memos within minutes, and deliver real-time insights that shape engagement strategies.
Sector
Public Affairs/ Federal Lobbying
Team Size
25–40 people
Problem
The Washington, D.C.-based firm’s policy team managed dozens of clients, each with unique federal and agency priorities. Tracking bill introductions, committee hearings, and regulatory updates across agencies required constant manual oversight. Analysts relied on multiple legacy tools for monitoring and reporting, resulting in fragmented insights and delayed client updates.
That challenge intensified in mid-2025 when the Federal Reserve introduced major reforms to its bank stress-testing framework, altering capital requirements and disclosure expectations for large financial institutions. The rule change sent a ripple through Washington and the financial sector alike, as advocacy teams scrambled to interpret implications for their clients. For this firm, the pace and opacity of the policy process made it nearly impossible to deliver timely, accurate guidance.
As one partner put it, “By the time we pieced together what was actually changing, the window to influence had already closed."
Solution
The firm adopted Proxi to unify its policy tracking, analysis, and client briefings in a single platform. With Consult, the team monitors hearings and legislative changes in real time, filtering out noise and surfacing only the developments that truly matter. Acting as a policy-focused CRM, the Pulse feature allows experts to map their networks of influence directly against the issues they’re tracking, helping them identify exactly whom to engage and when. When new regulatory moves, like the Fed’s stress-test reforms, emerge, analysts now use Scribe to draft client briefings and memos in minutes, complete with verified citations and ready-to-send summaries.
What once took days of manual tracking and cross-referencing now happens in near real time. Proxi gives the firm a live view of the policy landscape and the agility to brief clients the same day decisions are made.
Impact
Full adoption with all federal policy monitoring now handled in Proxi, allowing senior staff to focus on relationships and strategy
“Before Proxi, we spent half our week stitching together updates from different trackers. Now, the signal finds us. We can brief a client on a new rule the same day it hits, and that’s changed how we compete. We often joke and say we hope our competition never discovers Proxi.”
Partner
Lobbying Firm