Choose the client and the solicitations. The next window shows the finished email, where you can pick a style, add a JAG Perspective, edit the text and copy colleagues before it is sent to your own mailbox.
Choose a fixed scope for this client, or Auto to use the scope computed from staffing.
The client stays visible everywhere until its end date passes, then it drops out of the weekly report, solicitations, and BD-admin scoring (its opportunity-tracker history is kept) and moves to the History tab.
Clients deleted from Client Renewals or New Client Lifecycle. Nothing was erased — Restore puts a client back on its board.
Pick the day the portfolio should reflect. Anyone who was a client at any point during that month is included; clients terminating that month are shaded red with a Status note. Tip: double-click the Portfolio button to skip this window and download today's list.
Paste a URL for any of the links below. The Website link makes the client name clickable.
Creates the client on the Client Renewals board straight away. Everything here can also be changed later from the board.
Select a module below to get started.
Internal review only. Contact Jeff Green with questions or corrections.
The link shows up as a clickable pill with the title you choose.
One row per client and issue code, built from the meetings marked Completed in this date range, formatted like the firm’s own sheet. Columns A–F are filled in; income and filing columns stay blank for you.
Remembered on this computer. A colleague’s first run starts from the built-in defaults.
Any other bill is cited from the meeting’s own Other Bill column, exactly as it is written there.
Submitting sends a notification to JAG Administration for approval. You’ll receive an email once your request is reviewed.
Submitting sends your expense report to JAG Administration.
Your prepopulated credit card statement is posted here by the 20th of each month. Download it or use Edit to make changes right in the browser — your saved copy keeps the exact formatting you see in the editor. Attach receipts for any month with Upload Receipts (any file type). Only you (and JAG Administration) can see your statements and receipts.
Every expense you have submitted through this portal, newest first — with the receipt you attached and every detail you entered. Click any row to see your notes, attendees, and the review outcome. Only you (and JAG Administration) can see this.
| # | Client Name | Contributions |
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| # | Prospective Client / Company | Status / Notes |
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| # | Organization | Role / Title | New This Quarter |
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Offices with staff you believe can deliver results for JAG clients.
| # | Congressional Office | Staff Contact | Notes |
|---|
Offices where you can deliver a Member-level meeting for JAG clients.
| # | Congressional Office | Member Name | Notes |
|---|
For J.A. Green & Company Internal Use Only.
Set each staffer's figures here. They show at the top of that person's Quarterly Engagement Assessment and are recorded on the review when it is submitted. Only Samantha and Bradley can change them.
| Staff Member | Revenue Multiplier | As of | Projected Annual Revenue Multiplier | Last changed |
|---|---|---|---|---|
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Submit Intake routes to Jeff Green, Will Berglund, and JAG Administration. Tick the conflict-check box above and the same submission also circulates a conflict check to all JAG staff. For J.A. Green & Company Internal Use Only.
The firm's foundational policy document, covering conduct, telework, PTO, office schedule, benefits, and other standing employment policies. Other firm policies supplement, but do not replace, the standards set here.
Governs approval, eligibility, and documentation requirements for reimbursement of travel costs incurred in connection with attendance at political fundraising events. Includes pre-approval, post-trip verification, clawback, and tax disclosure requirements.
Outlines the firm’s growth pathways and performance level expectations for the Policy Team across the core areas of focus — core responsibilities, knowledge, deliverables, and communication & leadership — to guide professional development and advancement.
Governs in-office, remote work, and PTO expectations for the 2026 August recess. Supplements—and does not replace—the firm’s standing Telework, PTO, and Office Schedule policies in the Employee Handbook, which remain in full effect throughout the recess.
Official reference handbook for the Policy Team, covering team structure, responsibilities, and expectations.
Policies are maintained by JAG Administration. Retain signed acknowledgment forms for minimum 5 years. For J.A. Green & Company Internal Use Only.
| Date | Vendor | Purpose | Amount | Section |
|---|
Your request will be sent to JAG Administration for review.
Sending notification to JAG Administration.
JAG Administration has been notified and will review your request.
Your request could not be submitted. Please try again.
Sending notification to JAG Administration.
JAG Administration has been notified and will review your request.
Your request was recorded, but the approval email to JAG Administration could not be sent automatically.
Your request could not be submitted. Please try again or contact JAG Administration directly.
Excel file downloaded. Complete the steps below.
A pre-filled email draft will open.
Post each person’s expense statement for the month, replace it, or bring back an earlier version. Visible to operations admins only.
| Staff member | Statement | Actions |
|---|---|---|
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Dates added here are excluded from PTO/Telework/Offsite hour calculations everywhere (Work Status Review, My Submissions, Team Calendar Report).
Exports approved records only.
Collects every receipt attached to the expense reports below into a single zip file, with an index naming which expense each file belongs to.
Select which approved Work Status requests to synchronize to J.A. Green & Co Scheduling.
