Customer Success Capabilities

Some of the most powerful workflows in State Affairs don’t require you to do anything yourself. If you’ve used other platforms before, we can recreate — and often improve — your existing workflows behind the scenes.

Please reach out to support@stateaffairs.com

Migrate Your Tracked Bills (From Quorum, FiscalNote, etc.)

Switching platforms doesn’t mean starting over.

We can bulk import tracked bills from tools like Quorum, FiscalNote, or other trackers — including:

  • Existing tracked bill lists

  • Internal notes and annotations

  • Bill groupings or categories

We’ll provide a simple CSV template and handle the import for you.

Available to: Pro and Enterprise customers

Bulk Upload Keywords or Boolean Logic

Already monitoring complex keyword logic elsewhere? We’ve got you covered.

We can bulk upload:

  • Keywords or phrases

  • Boolean search logic

  • Existing monitoring taxonomies

Just send your logic, and we’ll translate it into State Affairs tracking.

Available to: Pro and Enterprise customers

Rebuild (or Improve) Legacy Workflows

If you’re wondering:

“We used to do this in [old platform] — how do we do it here?”

You don’t have to figure it out alone.

We’ll schedule a working session with members of:

  • Customer Success

  • Enterprise Account Management

  • Product (when needed)

Our goal isn’t just parity — it’s helping you achieve the same outcomes faster with better workflows.

Available to: Pro and Enterprise customers