Select a proposal from the sidebar to begin drafting your response. Each section has AI-assisted generation to help you produce a strong proposal shell quickly.
Add to Tracker
This will add the solicitation to the chosen board. Add one or more clients — each client's assigned team will be shown. When the destination is Opportunity Tracker, the solicitation enters the Sent to Client stage.
Bid — Send to Queue
Select one or more clients for this opportunity. It will be sent to the queue for all assigned staff and added to the Opportunity Tracker → Sent to Client stage.
＋ Add Solicitation
Solicitation Details
Description
Send to Client
✅ Email copied! Open a new Outlook compose window and press Ctrl+V (Windows) or Cmd+V (Mac) to paste the formatted email.
Email Preview
Send to Client
Select Opportunities to Include
✅ Done.
Email Preview
✉ Send to Client
✅ Done.
Email Preview
Staff Portal
Select a module below to get started.
Confidential
Client Assignments
Select a staff member to view assignments.
Select a staff member above to view their assignments.
Internal review only. Contact Jeff Green with questions or corrections.
Confidential
Work Status Request
PTO · Telework · Offsite · Condo Request
🔔
24-Hour Advance Notice Required. All requests must be submitted at least 24 hours before the requested date.
Submitting sends a notification to JAG Administration for approval. You’ll be emailed if your request is not approved.
Confidential
Monthly Expense Report
Add expenses anytime — draft saves automatically
🔒Period locked once entries exist
Import expenses from bank statements or CSV files
💳 JAG Credit Card0 entries
$0.00
No credit card expenses yet.
🧾 Reimbursements0 entries
$0.00
No reimbursement expenses yet.
Grand Total$0.00
Confidential — Business Development
Prospective Client Scorecard
Score 1–10 per criterion · Total 50 points
Score Summary0 / 50
⏳ Complete all criteria to see recommendation
Confidential — Internal Use Only
Quarterly Engagement Assessment
Select your name to load your assigned clients.
Annual Revenue Serviced ($):
Select your name above to load your client assignments.
Client Engagement
Business Development Leads
#
Prospective Client / Company
Status / Notes
Outside Engagements & Board Positions
#
Organization
Role / Title
New This Quarter
Congressional Staff Relationships
Offices with staff you believe can deliver results for JAG clients.
#
Congressional Office
Staff Contact
Notes
Member-Level Relationships
Offices where you can deliver a Member-level meeting for JAG clients.
#
Congressional Office
Member Name
Notes
Additional Notes
For J.A. Green & Company Internal Use Only.
Confidential — Business Development
Client Intake / Conflict Check
Submit intake to leadership or circulate a conflict check to all staff
📋 Client Intake SurveySend the prospective client a survey to complete before your introductory call. Download the PDF, then draft a pre-written email to send it directly to them.
🎖️ LTG Ostrowski — To Be Assigned
⚖️
Conflict CheckFlag known conflicts, existing relationships, prior engagements, or current client overlaps. Leave blank if none known.
Submit Intake routes to Jeff Green, Garrett Richards, and JAG Administration. Send Conflict Check circulates to all JAG staff. For J.A. Green & Company Internal Use Only.
Compliance & Operations
Firm Policies
Official JAG policies, compliance documents, and required forms
⚖️All JAG staff and registered lobbyists are required to read, understand, and comply with firm policies. Questions about any policy should be directed to Jeffery A. Green or JAG Administration before taking action.
✈️
JAG-POL-003
PAC-Related Travel Reimbursement Policy
ActiveFECA ComplianceRegistered Lobbyists
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.
EffectiveApril 1, 2026
Approved ByJeffery A. Green
Applies ToAll Registered Lobbyists
Limit1 PAC trip / lobbyist / year
Advance Notice14 days before travel
Clawback90 days (voluntary resign / for cause)
Policies are maintained by JAG Administration. Retain signed acknowledgment forms for minimum 5 years. For J.A. Green & Company Internal Use Only.
