What's New

Civly AI — Three New Fine-Tuned Models in Production

Civly builds and trains its own AI models, purpose-built for campaign finance and donor research. Every record the platform processes makes the next model better, and we can tune for the places generic AI struggles — donor name disambiguation, employer shorthand, sparse research snippets. Three new fine-tuned models shipped to production this week.

Cardinal v1 — Donor city correction

Cardinal rewrites misspelled, abbreviated, and typo’d donor cities to the canonical spelling — automatically every Monday, across all 33 state campaign-finance datasets and the unified donor view. Handles more regional variants and edge cases as volume grows.

Codex v1 — Employer & occupation classifier

Codex auto-tags employer and occupation on campaign finance receipts across our state rotation, with new coverage for Philadelphia, San Francisco, and Michigan. Tuned on the abbreviations and shorthand that show up on real filings, and sharper with every new state we add.

Recon v1 — Contact extraction

Recon pulls phone numbers, emails, and addresses out of research documents. Trained to refuse rather than guess on ambiguous matches — closing a failure mode where generic AI confidently attaches the wrong person’s contact info to a donor profile.

Big Book — More Reliable Under Heavy Use

A wave of reliability work so multiple opposition research reports can run side-by-side without delays, restarts, or silent failures.

• Big Books now resume automatically when infrastructure recycles a worker mid-run instead of starting over
• Several reports can run at the same time without slowing each other down
• Short Book and Big Book run on separate lanes so a Short Book queue can’t delay a Big Book
• When a section of a report fails, you can now see exactly which one in the status view and retry just that section
• Reports finish more often when the AI returns unexpected output formats
• Resolved several database connection issues that had been causing silent task failures

Canvassing — Voter Registration, Advance Ballot, and a Cleaner Map

The doorstep canvassing app gained a full voter-registration workflow, advance-ballot follow-up, a redesigned turf interface, and the foundations to roll out beyond Kansas.

Register voters at the door

• Canvassers can now fill out the federal NVRA voter-registration form (Form 76-15) directly on the canvassing app when they encounter an unregistered household
• Right after registration, an advance / mail-in ballot follow-up form pre-fills from the just-submitted NVRA so the resident only signs once more — the second signature lifts voting likelihood from ~15% to ~75%
• Both forms are auto-emailed as PDFs to the county election office and to the campaign user
• Every submission is tracked from sent → received by county → done

Map and turf workflow

• Unregistered homes show as gray dots on the map — tap one to see the address and knock there
• Voter pins are color-shaded by party affiliation and vote frequency for at-a-glance prioritization
• New Turf filter dropdown above the precinct picker: pick a turf and the map locks to it with a coverage and outcome stats panel
• New “Not registered (gray pins only)” filter for registration-drive shifts
• Visit logs now work for unregistered homes too, including offline — they sync when you’re back online
• Visited pins fade with a green ring so you can see your progress at a glance
• Turf sync errors now recover with a one-click “Discard” button

Beyond Kansas

• The address-to-precinct matching used in Kansas now works against any state, paving the way for the next state launches
• Better matching on messy addresses — apartment units, partial zip codes, and other rough inputs
• Per-state ingest jobs let us bring new states online without touching the live app

Donor Prospecting — Phone Enrichment Upgrades

New phone-quality signals layered on top of the existing carrier check.

• Subscriber-name match: we compare the carrier-registered name to the donor’s name and surface a “name matches” flag on the prospecting list
• Identity match (in testing): a confidence score combining name and address, currently A/B’d against the cheaper name-only path
• Phone confidence tiers now appear inline on the prospecting list, mini-book dossiers, exports, and the donor enrichment panel — see which numbers are mobile, landline, or unverified at a glance
• Previously enriched phones can be re-checked against the new signals on demand

Email Verification — Faster and More Reliable

Email verification has been replaced with a faster, more reliable backend that sidesteps the SMTP traps that used to hang verification calls.

• One observed verification dropped from 240 seconds to under half a second
• Verifications now cache for 90 days, so you stop paying to re-verify the same address every week
• “Valid” results are auto-invalidated when your own outreach has hard-bounced the address — no more emailing into known-dead inboxes

Improvements

• Cleaner email-pattern guessing skips domains that just rejected the address
• Donor clusters now skip blank cities and states for cleaner groupings
• Bulk donor refreshes recover from transient errors instead of stalling out
• Briefing Room flags stale data with a banner and refreshes in the background
• CRM open and click rates filter out bot and honeypot clicks for accuracy

Donor Prospecting — Cluster Rollup and Faster Filters

Donors that show up under multiple variants — different employers, addresses, name spellings — now roll up into a single profile so your list isn’t cluttered with duplicates.

• Each cluster shows how many underlying records were merged, who the highest-giving member is, and combined totals across years and states
• Pre-computed filters for “has email”, “has phone”, and “has LinkedIn” make the filter panel instant, even on the full 17M-profile set

Briefing Room — Redesigned

The 8 AM email is now organized around what you actually track, with broader source coverage and smarter handling of quiet days.

• Per-entity blocks — each tracked person, topic, and platform you follow gets its own block in the daily email, with a Sonnet 4.6 summary plus every supporting link
• New sources added: GDELT (global news monitoring), MediaCloud, and the Internet Archive’s TV News Archive
• Skip-regen optimization — if nothing meaningfully changed since yesterday, the AI summary regeneration is skipped so you’re not paying for noise
• Empty-state honesty — if a tracked entity had no activity, the block says so directly instead of inventing filler

Canvassing — Major UX Overhaul, Kansas Now Live

A wave of improvements to make precinct picking, route planning, and door knocking faster, plus a sixth state online.

• Kansas voter file is live: 2 million voters and 4,240 precincts, with the same picking, filtering, and routing as FL, OH, CO, NC, and PA
• City-aware precinct picker shows the dominant city for each precinct before you select it
• Single-slider voting filter (0–3 of last 3 primaries) replaces the four-checkbox version
• Sequential Google Maps navigation — each leg of your route opens individually instead of dumping all stops at once
• Target-stops route optimization lets you tell the optimizer how many doors you want to hit, not just a time budget
• Single-click info, shift-click to select — no more accidentally adding houses to your turf
• Visit log on map pin click — quick history without leaving the map
• Cancel turfs from “My turfs” without needing an admin

Big Book — 11 New Sections, Wayback Recovery, and Philanthropy Data

The biggest single-week expansion of Big Book research coverage we’ve shipped, plus a dedicated pipeline for surfacing deleted tweets.

• 11 net-new research sections wired into the automated pipeline: family background, endorsements, organizational affiliations, personal political contributions, local issue stances, democracy and elections stances, judicial sentencing patterns, personal financial disclosure parser, judicial contribution cross-reference, Parler social media analyzer, and contact and address history
• Wayback post-recovery surfaces deleted tweets directly in section research, routed through Bright Data Web Unlocker for reliability, with heartbeat monitoring on long-running recovery jobs
• Philanthropy data integrated into Big Book research: IRS 990, Million Dollar List, and Forbes philanthropy — with a fixed item-count ladder and corrected Decimal serialization in JSON exports

Helios & War Room — Chat with the Full Book, Video Tab, and Vault Auto-Save

Bigger context, a redesigned video studio, and quality-of-life improvements across the Command Center.

• Chat with the full Big Book and Short Book on Helios — the AI now sees every section as context
• Video tab in the book viewer (replaces the old drawer) with duration dropdown, pacing controls, text styling (color, size, position, stroke), and AI-generated background music via ElevenLabs (instrumental-only, mood-matched)
• Vault auto-save — completed Big Books and Campaign Videos auto-save to your Vault on completion, no more clicking “Save to Vault” per item
• Inline session naming — rename your War Room sessions in place; new sessions get an AI-generated name within seconds
• Tighter, more cited answers — Ares (the War Room chatbot) cites every source as a clickable link, with a stricter “lead with the answer, not the bio” prompt
• Faster multi-tool questions — when your question needs People Finder, Social Media, and Donor data, those tool calls run in parallel
• Smarter category routing replaces 23 flat tools with 6 category routers, so the chatbot picks the right data source faster and stops falling back to web search when we already have the answer

Social Media Analysis — Rumble, Deeper YouTube, Objective-Driven Synthesis

• Rumble is now a first-class platform in unified analysis and the Big Book — pulls videos with full auto-caption transcripts, routed through proxy for reliability
• YouTube coverage doubled — the default per-subject pull raised from 500 to 1,000 videos
• Objective-driven synthesis — when you specify what you’re looking for, per-platform and cross-platform summaries lead with that objective instead of generic biographical filler

Federal Data — Three New Sources

• House Disbursements — quarterly Statement of Disbursements joined to the live House roster (~900 members), so you can see office spend, vendor relationships, and travel for any sitting Representative (initial rollout in progress)
• Congress.gov bills — a searchable bill table with summaries and policy-area filters, wired into the Voting chat for quick “what bills did X introduce?” questions
• Regulations.gov and Federal Register public comment ingest, available for compliance and policy research

Compliance — OFAC Screening and Employment Overlay

• OFAC sanctions screening — Treasury SDN list checked on every batch finance run, with a persistent local cache
• Employment overlay automatically threads employment data into the verifier when it’s available
• Curated demo data — a single button seeds a complete demo run with every issue category for product walkthroughs
• FEC validation errors now surface to the UI instead of being silently swallowed

AI & Performance

• Claude Opus 4.7 ready — flip-of-a-switch upgrade once you opt in, with citations parsing correctly across all four formats: tag, paren-wrapped, malformed hybrid, and markdown link
• Parallel tool execution with per-tool timeouts so a slow source can’t hold up the others

Reliability & Operations

• Briefing async loop fixed — addressed one of the underlying causes of stale 8 AM digests
• IRS 990 ingest hardened — duplicate “Completed” emails suppressed, hung-sync recovery now works correctly
• Background workers tuned to survive pod restarts so long-running jobs no longer hang silently across deploys
• Daily ETLs run autovacuum and a post-load ANALYZE on 19 high-traffic tables so query plans stay fast as data grows

Campaign Video Generator — New in War Room

End-to-end AI video creation for campaign attack and promo spots is now live in the War Room, replacing the old drawer UI with a dedicated Video tab.

• Two-step editable script generation sourced from your Vault citations, so every claim in the spot is backed by research you already own
• Test and Production modes with monthly credit limits — preview spots before burning credits on final renders
• Automated imagery pulled from Pexels, Wikimedia Commons, your opponent’s social profiles saved to Vault, and cached TikTok, Instagram, and X screenshots
• Video clips supported alongside still images on the timeline, with Ken Burns pan-and-zoom, pacing controls, add-scene, and a resizable config panel
• Background music by mood (instrumental-only, FEC-safe) and text styling with color swatches, custom hex, size, position, and stroke
• Manual image upload, Save to Vault, Past Videos list, and auto-applied FEC disclaimer plus AI-disclosure overlay on every export

FOIA War Room — Redesigned with AI Assistant

The FOIA experience is now a two-panel resizable layout with a chat assistant on the left and a jurisdiction sidebar on the right, replacing the old tabbed view.

• AI chat assistant with starter prompts, OCR document context, and built-in FOIA legal knowledge — ask questions about your request or the law and get grounded answers
• Multi-agency batch filing sends the same request to multiple agencies in one click
• Federal plus all 50 states pre-loaded with statutes, deadlines, fee waivers, and appeal paths
• Per-jurisdiction cost and turnaround estimates in the sidebar, with automatic cost estimation by scope (small / medium / large)
• Deadline reminder emails 3 days before, day of, and 1 day overdue so nothing slips
• Inline letter editing, document upload and download, send-test-email, and a reopen flow for follow-up requests
• Entitlement-gated with a demo page at /foia for organizations that don’t have access yet

Fundraising — Donor Dedup, Civly Express, and Sanctions Screening

A major expansion of Fundraising covering donor deduplication, contribution limits, one-click giving, and compliance.

• Per-campaign donor deduplication across different emails using a 5-signal score (name, phonetic match, city, employer, zip), so one donor across multiple inboxes rolls up to a single profile
• FEC contribution-limit checks now aggregate across linked donor profiles, not per-email — no more accidental over-the-limit contributions from split profiles
• Per-campaign state and federal contribution limits with different caps per race type, applied automatically
• New Aggregate YTD column in the donations table and in CSV exports, plus donor cluster IDs and linked emails; backfilled across historical donations
• Linked donor badge and tooltip in the UI, with a manual unmerge option for false positives
• Civly Express: returning donors get saved payment methods for one-click giving
• Daily OFAC SDN list screening — automatic sanctions check on every donation, refreshed each morning
• Expense tracking tab with a Stripe fee breakdown, and a full donation export CSV with expanded columns
• Multi-campaign data isolation on every fundraising query, so campaigns under the same org can’t see each other’s donors
• IP geolocation now reads the real donor IP behind Cloudflare for accurate location-based checks

Big Book & Helios Chat — New Data, Claim Verification, and Inline Editing

Big Book gains a new consumer-complaints data source, deterministic quality safeguards on Short Books, and chat-driven editing from Helios.

• CFPB Consumer Complaints added as a new Big Book section — 14.5M+ records searchable by employer, with top issues, products, untimely-response rate, and dispute rate
• Claim Verification appendix on every Short Book classifies each Candidate Bio entry as Verified, Self-Reported, or Unverified, and points to the authoritative source to confirm (state bar, FINRA BrokerCheck, DD-214 FOIA, university registrar, and more) — directly addresses the Santos-style fabricated-bio risk
• Priority Findings auto-appendix: any finding with a .gov, .mil, or CourtListener URL, or 3+ independent source URLs, is appended to every Short Book automatically — high-confidence material can’t get silently dropped
• Citation Map fix restores four previously-missing sections (meeting minutes, dark web exposure, Reddit analysis, personality profile) in Short Book prose
• Deterministic bibliography as a separate downloadable output — dedupes and classifies every source URL across the full report
• Big Book pipeline upgraded to our latest research model, with instant rollback controls and automatic fallback if the primary model is unavailable
• Completed Big Books now auto-save to Vault, and you can chat with any saved Big Book or Short Book directly from the Helios page
• Helios chatbot can now edit the Short Book inline via tool use — the editor updates live and auto-saves
• Vault context budget scales by plan tier — enterprise customers get more report content fed into each chat turn
• Fetch reliability overhaul: smarter fallback ladder for source pages, per-book spend cap, shared circuit breaker to stop wasting time on rate-limited archives, and SEC and OSHA hardening
• Fixed a 422 error that was breaking Big Book chat for some users, and silent Vault auto-save failures on completed books

Research Tools — New Tabs and Faster Person Search

• New Social Media tab in the War Room — unified analysis embedded directly, pre-fills the target name, and results save to Vault and feed into chat
• New PI Finder tab in People Finder: search licensed private investigators by state, city, and specialty; returns contact info and license numbers
• Person Search now runs on a unified contributions table across every state and FEC — one query hits all jurisdictions, with parquet-backed results and a Postgres fallback for much faster large result sets
• Better matching for committee names (PAC / committee vs. individual donor)
• Apollo people search and email reveal restored for journalist search
• Vault tab tag filtering and tag badges restored

Donor Prospecting — Philanthropic Giving (New)

Charitable giving now shows up alongside political giving on every donor profile.

• Philanthropic profile card on donor detail pages covering charitable contributions
• New “Has philanthropic gifts” filter in Donor Prospecting to surface $100K+ givers
• Cross-source donor matching upgraded with probabilistic matching, LLM-assisted dedup, nickname and city normalization, and phonetic blocking — consolidated profiles across spelling and data-source variants

New and Expanded Data — 15.7 Million Records Added

The largest single-release data expansion to date, covering nonprofit filings, consumer complaints, and three new jurisdictions of campaign finance.

• CFPB consumer complaints: 14,591,382 records (wired into Big Book as a new section)
• San Francisco city campaign finance (1998–present): 486,059 contributions and 179,189 expenditures
• Houston, TX city campaign finance (2020–2026 e-filings, including scanned PDFs): 111,851 contributions
• Wyoming state campaign finance (ETL + UI + person search + parquet): 66,734 contributions
• Philanthropic gifts unified table: 80,866 verified gifts from Million Dollar List, Forbes, 990 officers and PF contributors, and university and museum donor rolls — powers the new philanthropic profile card
• IRS 990 Schedule I grants (nonprofits to other organizations): 138,067 new grants
• IRS 990 GivingTuesday years 2011–2020 backfilled into the existing 990 tables (previously 2021+ only)

Reliability & Operations

• State campaign finance weekly syncs moved to a dedicated fast queue — no longer starved by long-running FEC, SEC, LegiScan, and 990 jobs
• Repaired silent ETL failures on MA, NE, GA, MI, and UT state campaign finance syncs that had been failing quietly for weeks; MA and NE reloaded 105K and 33K records, and GA / MI / UT self-heal on the next Sunday run
• Memory-heavy tasks (parquet exports, mini-books, SMS, outreach, dialer, 990 parsing, and prospecting) moved to a dedicated high-memory worker pool
• Bulk parquet exports no longer time out on large datasets, with a 4-hour window, atomic writes, and auto-detected column types
• ETL status emails now correctly report “partial” when any table fails (previously misreported as “success”)
• Rolling deployments of the Fundraising service no longer double-send donation emails
• Enterprise customers are now auto-granted all enterprise-only features — no more manual toggling

Big Book — 8 New Data Sources and Automated Quality Checks

Opposition research reports now draw from eight additional public record databases, with a new verification engine that flags unsupported claims and broken links before delivery.

• Glassdoor employer reviews for campaign committees surface staff treatment, workplace culture, and management red flags from people who actually worked on the campaign
• IRS 990 nonprofit filings now included, with officer and director names, titles, and detailed compensation breakdowns from Schedule J
• FARA foreign agent registrations pull from the DOJ database, showing foreign principals, registered agents, and lobbying activity tied to your subject
• OGE 278e financial disclosures cover Senate-confirmed Presidential appointees — assets, income sources, and potential conflicts of interest
• SBA PPP loan records — 12 million loans searchable by name and state, surfacing forgiveness amounts and business connections
• LD-203 lobbying contribution reports show political contributions made by registered lobbyists to or on behalf of your subject. All lobbying data has also been migrated to the new lda.gov API ahead of the legacy system’s June 2026 sunset
• Mobilize campaign event monitoring tracks opponent ground-game activity — canvassing, phone banks, and rallies — within 150 miles of the state capital
• Automated citation verification cross-references every source link in the report, flagging homepage redirects, broken URLs, and uncited factual claims before the report reaches you

Local Government Meeting Minutes — CivicClerk Added

A third meeting minutes data source is now live alongside Legistar and Municode, expanding municipal coverage with automated weekly collection.

• CivicClerk adds 11 new municipalities with AI-powered minutes parsing to surface relevant policy decisions and public comments

Command Center — AI Research with Live Data Access

The Command Center now connects directly to 17+ live data sources. Ask questions in plain English and get verified answers with charts, tables, and citations — no file uploads required.

• Instant sessions: click “New Session” and start asking questions immediately — the AI figures out which database to query based on your question
• 17 searchable data categories including Congress members, voting records, state legislation, campaign finance, FEC contributions, stock trades, court records, election results, government contracts, EPA compliance, OSHA inspections, PPP loans, meeting minutes, and local legislation
• Research tab runs on-demand Helios deep research without leaving your session, with results feeding directly into the conversation
• Smart cross-linking connects your questions to other Civly tools — social media profiles link to Social Media Analysis, journalists link to People Finder, and donor questions link to Donor Prospecting
• Campaign Video Generator creates campaign-ready video ads with AI-generated scripts, two-step editing, and automatic FEC disclaimer and AI disclosure compliance
• Data Sources overview shows every database available to the AI with example questions for each
• Rebuilt query engine delivers faster, more accurate results backed entirely by Civly’s verified data

Reliability Improvements

• Twitter and FEC data sources now handle missing profiles and empty records gracefully instead of interrupting report generation
• LinkedIn profile discovery is more accurate, with better URL validation and improved fallback behavior
• Removed two data sources that were no longer functional to keep reports clean and accurate
• Reports now run up to 3 concurrently for faster turnaround during peak usage

Helios Deep Research — Editable Reports, QA, and Political Ads

Research reports are no longer read-only. You can now edit any section directly in a rich text editor before exporting.

• Edit reports with a full WYSIWYG editor, leave inline comments, and track changes so your team can review and refine together
• Built-in QA automatically flags unsupported claims, missing citations, and gaps in coverage so nothing slips through
• Export in three formats: a full Comprehensive report, a Brief executive summary, or a Vulnerability Scan with opposition-ready highlights
• Political ad spending from Google and Meta is now woven into campaign history, donor research, controversy, and media analysis — drawing from 19,500 advertisers, 1.5 million ad creatives, and 2.4 million spend records
• Political email archives from politicalemails.org are now included as a research source, filtered to emails actually sent by the subject
• Every Deep Research page now includes a methodology section listing all public data sources with links and explaining how they’re cross-referenced
• New city-level targeting and free-text context fields let you narrow reports to specific jurisdictions or policy areas

Court Records Search (New)

Search across 10 million federal court opinion clusters in one place, with filters for court, judge, and keywords.

• A dedicated search page lives under Background Research with severity badges, sortable columns, and source type indicators
• Court Records tabs now appear on both federal and state person search profiles
• Results combine our local database with live CourtListener API docket searches for broader coverage
• Fast fuzzy matching on 10 million case names so you can find what you need even with partial or approximate terms

Local Government Meeting Minutes — 80 New Municipalities (93 Total)

We expanded meeting minutes coverage from 13 to 93 municipalities, pulling from three data sources: Legistar, Municode Meetings, and CivicClerk.

• 59 new Legistar municipalities added through automated discovery and validation
• Municode Meetings API adds a second source for meeting minutes
• CivicClerk API adds a third source covering 119 portals with 164,000 events, 98,000 minutes PDFs, and 32,000 video recordings
• All sources are scraped on a weekly automated schedule so data stays fresh
• 8 new high-value SLEA municipalities added: Detroit, Genesee County, Cumberland County, Guilford County, Winston-Salem, Greensboro, Wilmington, and Arapahoe County

Entitlements and Access Changes

• Voting Records, SEC Explorer, Election Explorer, and Congress Trades are now free for all users
• Compliance and FEC Filing now require entitlements, with a demo page for organizations that don’t have access yet
• Organizations can now have monthly book generation limits for enterprise plans

Big Book — Faster Reports, Deeper Research

Opposition research reports now generate faster and pull from more sources.

• Report generation no longer slows down during peak usage, with dedicated infrastructure for the heaviest queries
• Federal court records now included: lawsuits, legal proceedings, and case severity are automatically surfaced in career, financial, and controversy sections
• More reliable LinkedIn and Facebook data collection with upgraded scraping infrastructure

Judicial Intelligence (New) — 22.7 Million Records

Comprehensive federal judge research available across the platform, built on one of the largest legal datasets we’ve integrated.

• 10.7 million court opinions linked to 10 million opinion clusters for full case law coverage
• Judge financial disclosures for 32,500+ filings, broken out across 2 million+ line items: investments (1.9M), positions (37K), agreements (10K), debts (18.8K), gifts (2K), reimbursements (33.5K), non-investment income (15.3K), and spousal income (20.2K)
• Judge profiles with biographical data, appointment history, and court assignments from the Federal Judicial Center
• All data cross-referenced into unified judge profiles and searchable opinions for quick lookup

Local Government Meeting Minutes (New) — 201,000+ Records

AI-powered scraping and analysis of local government meetings, surfacing relevant policy decisions and public comments. Currently covering 13 municipalities with 5,000+ meetings, 189,000 agenda items, and 7,300 public statements parsed.

State Personal Financial Disclosures (New) — 44,700 Filings

Look up elected officials’ personal financial disclosure filings at the state level, starting with North Carolina.

State Campaign Finance — 18 New Jurisdictions (33 Total) — 15.6 Million Records

More than doubled coverage with full search, filters, and an AI research assistant for each. Total state campaign finance database now includes 12.9 million contribution records and 2.7 million expenditure records.

• Utah, Hawaii, West Virginia, Maine, Dallas, LA City, Oregon, Idaho, Philadelphia, DC, Virginia, Kentucky, Georgia, Missouri, New York City, Massachusetts, Tennessee, and Nebraska

Donor Prospecting — Instant Search

Prospecting is now real-time instead of batch. Results appear instantly as you search.

• Save individual donors or an entire result set to your CRM in one click
• Filter by donor type and mobile phone availability
• Stats banner showing total enriched records across your database
• Already-saved contacts are automatically excluded so you only see new prospects

CRM Enhancements

• Contribution history now visible on contact profiles so you can see giving patterns before reaching out

Power Dialer

• Calls now come from local area codes, automatically purchasing numbers as needed for better pickup rates

Coming Soon: SMS Campaigns

Text message outreach with AI-personalized messages, local area code sending, TCPA compliance, and CRM integration. Work is underway.

Big Book — More Data, Smarter Analysis

The opposition research report now pulls from significantly more sources and delivers deeper insights.

• Five new data sources: state campaign finance records, congressional net worth, congressional stock trades, state legislation, and Reddit activity
• Instagram image analysis with two-tier controversy detection
• Big Five personality scoring from social media posts with evidence citations
• Support for multiple social handles per platform (e.g., campaign + personal accounts both get scraped)
• Full Substack article content now included instead of just previews
• Improved reliability: fixed silent section failures so no data gets quietly dropped

Power Dialer

A built-in calling tool for donor outreach.

• AI-personalized call scripts generated per contact
• Generate-and-review flow so you can edit scripts before calling
• Funnel view showing contact progression through outreach stages
• Contact history and call activity tracking
• Followup email sending after calls
• Script editing and customization

Civly Connect CRM — Continued Build-Out

New capabilities layered onto the CRM.

• Google Calendar integration: schedule and automate donor meetings directly from contact profiles
• Bulk enroll contacts into email sequences from the contacts list
• Sequence stage visibility on contact detail pages
• Toolbar filter bar on contacts list for quick filtering
• Email sequences and Power Dialer work together for automated multi-channel followup
• Auto-unenroll contacts from sequences on bounce, spam complaint, or unsubscribe

State Campaign Finance — 6 New States (15 Total)

Expanded from 9 states to 15 with full ETL, API, AI chat, and frontend for each.

• Oklahoma, Iowa, New York, Wisconsin, Connecticut, and New Jersey added
• Each state includes searchable contribution data, filters by occupation/employer/state, and an AI chat assistant

People Search — Expanded Coverage

Building on the unified profile with additional data and state-level records.

• State person search with voting, finance, and pay-to-play data
• Async pay-to-play analysis with net worth tab and name alias support
• Pay-to-play narrative summaries with contract details

Contact Enrichment — Addresses & Phone Numbers

Find mailing addresses and phone numbers for donors at scale.

• Batch address lookup and enrichment from the prospecting pipeline
• AI-powered address search integrated into donor profiles
• Voter registration data feeding into address matching
• AI-powered phone search and validation for better contact coverage
• Webhook-based enrichment for real-time phone number capture

Polling & Race Tracker

• Race catalog expanded to 60 races with full coverage
• Email notifications when new polling data syncs
• Improved daily polling check that scans the full catalog

Mobile App

• Early-stage mobile app with authentication and core navigation in place

Civly Connect — Your Built-in CRM

A brand new contact management system right inside Civly. No more switching to HubSpot or spreadsheets.

• Contacts list with search, filters by status, and source tracking
• Contact detail pages with notes, activity history, and tasks
• Donor dossiers on contact profiles showing giving history, party alignment, key topics, news, and personality insights
• Auto-sync with Prospecting: save a donor and they become a CRM contact automatically
• Bulk import from saved prospects, dossiers, or CSV files

Unified Social Media Analysis

One tool to search and analyze social media across Facebook, Truth Social, YouTube, and more.

• Search by person or by topic across platforms
• Get a briefing-style summary highlighting cross-platform themes
• Save analyses to your vault with citations for later reference

People Search — State and Federal Data in One Place

A unified profile pulling together state and federal records:

• Federal profiles with five tabs: voting record, FEC contributions, stock trades, election history, and pay-to-play
• State campaign finance data from 7 states (AL, CA, CO, MI, NC, PA, TX) alongside federal FEC records
• Party alignment percentages and improved committee lookups using FEC candidate linkage

Briefing Room Improvements

• Action cards now display relevant images alongside each briefing item, making it easier to scan and recognize stories at a glance
• Improved image quality: filtered out low-resolution cached thumbnails so you only see clear, relevant visuals
• Better fallback handling when images aren't available, so cards still look clean

Simplified Help and Chat

The individual chatbots from across the platform are now consolidated into a single help button on the side of the screen. One chat widget, available from any page, that adjusts to where you are and what you need help with.

Donor Intelligence & Prospecting

• Donor Intelligence Hub: unified view of enriched donors with dossier generation, chat, and social posts
• Contact Finder pipeline with Civly enrichment, weighted party scoring, and web search fallback
• Saved contacts with save/unsave, bulk save, and enrichment status tracking
• Mini Book dossier generation with citations, sources, personality traits, and AI chat interface
• Bulk dossier generation for batch processing hundreds of donors at once

Pay-to-Play Analysis

• Government contracts command center: cross-reference 10.6M federal contracts against campaign donors
• Narrative summary with expandable donor and contract details
• Committee typeahead search across FEC and state campaign finance data

State Campaign Finance

• Colorado TRACER campaign finance ETL with contributions, expenditures, and classification
• Donor data cleaning pass 2: suffix stripping, regex employer junk detection, and SQL helper functions
• Donor classification: persistent person/committee/unknown type on 6.4M+ donor profiles
• Pre-computed sub-matviews for 10x faster donor profile rebuilds

State Legislation

• Expanded to all 50 states (added 32 states including NY, IL, NJ, WA, OR, CT, MA, MD, and more)
• 10x faster matview rebuilds with single-pass unified JOIN strategy

Race Tracker

• Race tracker with 60+ races from RealClearPolitics coverage
• Poll data with pollster details, sample sizes, and candidate spreads

Research & Intelligence

• Content scorer with research-backed criteria and dual-audience clarify flow
• Bill topic classifier, legislator scoring, and profile cards
• Substack full article fetcher via slug API
• Social discovery with inline Serper API search

Platform

• Dark theme support with toggle
• Issue submission form with screenshot upload
• Improved CSV export error handling across all features
• Learning Center guides for YouTube Analysis with annotated screenshots

Research & Analysis

• Multi-state legislation support: California, Vermont, and Alabama
• Unified Instagram and TikTok video analysis with AI-powered filtering
• Interest group scorecard ratings for legislators

Data & Intelligence

• Redesigned FEC Explorer with server-side pagination and aggregate totals
• SEC insider trading details and red flag detection
• Cross-platform topic tracking and Reddit trending detection

Collaboration & Workflow

• Shared vault with full transcripts and article content in saves
• War Room citations resolve to clickable links
• Chat links open in new tab with smarter currency formatting

Platform & Security

• Two-factor authentication and Azure AD login support
• Rate limiting and access control hardening
• Upgraded AI models and faster data pipelines

Social Alerts

• Automated refresh pipelines with configurable auto-refresh per person or topic
• Bulk refresh to update all tracked entities at once
• Live progress indicators showing collection and analysis status on each card
• Consolidated digest emails — one summary per refresh cycle instead of per-alert
• Per-user trending detection so every user receives their own trending alerts

Big Book (Opposition Research)

• Upgraded AI models for higher quality research and writing

Social Media Analysis

• Faster, more efficient data pipelines for Reddit and Substack monitoring

Platform Reliability

• Smarter AI retry logic with automatic model fallback during high-traffic periods
• Improved background worker architecture for faster, more stable alert processing

Big Book (Opposition Research)

• Deep research now pulls LinkedIn, Wikipedia, MIT Election Data, and property records
• Choose a political angle (left, right, primary challenge, or neutral) for framed research
• Enhanced AI models for higher quality writing
• Hyperlinked citations, Wikipedia sources, and full bibliography
• New sections: political donations, property records, Truth Social, Path to Victory
• Professional prose formatting; better support for lesser-known candidates

Social Alerts

• Monitor up to 10 candidates across YouTube, Substack, and more
• AI-categorized alert severity with review/dismiss/escalate workflow

Data Breach Check

• Screen individuals against known data breaches

Election History & Explorer

• Browse historical election results and explore race/candidate data

FEC & Campaign Finance

• PAC contributions view in FEC Committee Explorer
• AI-powered queries for more accurate data lookups

Social Media Analysis

• Toggle to include/exclude replies; advanced Twitter search with auto-retry
• Facebook public page scraping for Big Book research

Command Center MCP

• MCP server lets external AI tools interact with Civly's research capabilities

Map political networks, flag controversial content, and generate professional reports in minutes.