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CivicLine Clerk · Local Government

Less backlog for the
office of record.

CivicLine Clerk helps municipal clerks draft minutes, track FOIA deadlines, prepare release packages, and surface daily compliance risks without letting AI create official records on its own. Staff stay in control. The agent prepares the work.

30

Min. minutes draft target

12

Service branches

14

Actions that require approval

What Happens to Anything Official

04

Recorded

Signed & audit-logged — not before.

03

Clerk approves

Approver is never the initiator.

01

Agent drafts

Minutes, a FOIA letter, the daily digest.

02

Clerk reviews

Edits, rejects, or accepts the draft.

Every branch shares this gate. Underneath: 77 named tools across 12 service branches — the depth is there when you need it; the approval is there always.

The Work

Twelve branches.

CivicLine Clerk starts with the work that creates the most pressure: minutes, FOIA, records, agendas, compliance, and public lookups. You don't have to use all of them at once; start where the need is greatest. Italicized tools pause for human approval.

Branch 01

Legislative

Meetings, minutes, ordinances, resolutions, agendas, hearings, municipal code.

Get ordinance · Build agenda ·

Certify minutes

Branch 04

Elections

Voter rolls, polling infrastructure, election lifecycle, results.

List elections · Certify results

Branch 07

Transparency

Legal notices, speaker registration, public hearing calendar.

List hearings · Register speaker

Branch 10

Boards & Commissions

Board roster, membership, appointments.

List boards · List membership ·

List vacancies

Branch 02

Records Management

Retention schedules, record entry, disposition.

List records due · Dispose record

Branch 05

Licensing & Permits

Business licenses, building permits, marriage licenses, notary commissions.

Get permit · Get business license · Verify notary

Branch 08

Compliance

Ethics filings, certifications, conflict-of-interest scans, daily digest.

Run digest · Lookup statute ·

Scan conflicts

Branch 11

Systems

Integration registry, live-stream management.

List integrations · Set integration status

Branch 03

FOIA / Public Information

Request intake, document search, redaction, packaged release.

File request · Process request ·

Release package

Branch 06

Administrative

Officials roster, oaths, board appointments, correspondence routing.

List term vacancies · Administer oath

Branch 09

Financial

Contracts, bonds, bids, claims.

List contracts · List bids · Get contract

Branch 12

Special / Jurisdictional

Deeds, tax liens, court oaths, and other state-specific duties.

Search deeds · List tax liens ·

File tax lien​​

Where It Shines

Start with the work that steals the week.

CivicLine Clerk is designed to start where your office already feels the most pressure: minutes, FOIA, compliance, records, and daily public lookup work.

01

Meeting minutes from live audio, with named speakers.

Ingest a council recording or live stream. The agent transcribes it, then identifies each speaker through a two-layer process: first a voiceprint match against enrolled profiles, then LLM contextual inference cross-referencing the agenda and sign-in sheet for any speakers it can't match.

Structured extraction pulls attendance, motions with mover and seconder and full vote tally, public comment summaries, and a narrative body — written straight back to the official Minutes record. Every segment records how its speaker was identified, so the audit trail tells you why the agent thought the council member was who it said they were.

The certify step is the human approval gate. The agent drafts; the clerk signs.

02

FOIA, intake to signed release.

Two tool calls cover the full workflow.

Process request searches across the local document index, your Microsoft 365 Exchange and SharePoint, and any other connector you register. It runs structured-citation redaction — PII patterns plus an LLM exemption classifier that cites the specific statute for every withholding. It drafts a cover letter that reflects the active state-level policy pack for your jurisdiction.

Release package is the approval gate. Admin role required, plus separation of duties — the approver cannot be the same person who initiated the action. On approval, the cover letter is signed via DocuSign or Adobe Sign, the request flips to released, and the envelope ID is stamped on the audit record.

03

A daily compliance digest — email, Slack, or Teams.

Every morning, eight scanned categories: FOIA requests overdue, due soon, or still unsearched; ethics filings past their annual cycle; pending approvals older than four hours; records past their retention disposition; ordinances adopted more than thirty days ago but not yet published to the code; today's meetings.

Each item carries an urgency tier and a deep link back into the agent. The short version caps at ten lines so it reads cleanly on a phone; the full digest lands in email or chat. Per-tenant timezone scheduling — one process, many cities, each one delivered at the right local hour.

The clerk doesn't have to remember to ask.

04

A continuity briefing for when the clerk isn't there.

Ask for an office briefing and get the office in a packet: active FOIA requests by status, upcoming meetings, expiring board appointments, expiring contracts, pending motions awaiting action, records due for disposition.

Read-only. Nothing it surfaces requires approval to view. The whole point is that institutional memory stays in the building when the person who carries it doesn't.

05

Precedent that surfaces.

Drafts that follow.

Search across ordinances, resolutions, minutes, and motions — hybrid keyword and semantic retrieval, with a citation on every result. "What did we do last time someone asked about short-term rentals?" answered in seconds, with the exact ordinance section to point at.

Then turn the precedents into a starting point. Tell the agent what you need — a noise ordinance, a special-use resolution, a FOIA cover letter — and it retrieves up to five similar prior documents and produces three meaningfully different draft variants. Nothing touches the official record until the clerk picks one and promotes it through the admin-gated tool.

06

Push-to-talk during meetings.

Push-to-talk from the clerk's phone during a live council session. The audio is transcribed; the agent answers in one or two sentences, no markdown, no formatting clutter — "per last month's minutes…"

Same tools, same audit log, same security boundary as the full chat interface. Different presentation, designed for a moment when the clerk needs an answer fast and discreetly.

Approvals, Roles, Audit

Permanent records still require people.

Four roles, fourteen approval gates, an append-only audit log, and separation of duties enforced by the system. CivicLine Clerk can prepare official work, but legally consequential actions pause until the right person approves them.

Tier 0 · Anonymous
 

Citizen

Public reads only. No credentials needed. Reaches CivicLine Clerk through CivicLine Chat or a published embed. Never sees staff data.

Tier 1 · Staff Read
 

Viewer

Authenticated read access to internal records. For deputy clerks doing lookups, council members reviewing precedent, or department heads doing research.

Tier 2 · Operational
 

Clerk

The day-to-day workflow role. Files records, processes FOIA, runs compliance digests, drafts minutes. Cannot certify or release on their own.

Tier 3 · Legally Consequential

Admin

The municipal clerk or designated approver. Holds the keys to the fourteen approval gates. Every action audited; separation of duties enforced.

The fourteen approval gates.

Specific tools that pause for explicit human approval before they execute. The agent cannot run any of these autonomously — regardless of the role of the principal making the request.

01 Certify meeting minutes as the official record

02 Release a signed FOIA response package to a requester

03 Record a release or denial of public records

04 Approve a proposed PII redaction manifest

05 Reject a proposed redaction manifest

06 Certify election results

07 Certify a compliance document

08 Permanently dispose of records past retention

09 File a tax lien against a property

10 Record a property deed

11 Share ordinance text with the peer benchmarking network

12 Share anonymized FOIA metrics with the peer network

13 Share precedent with the peer network

14 Withdraw previously contributed network data

Separation of duties, enforced.

The approver cannot be the same person who initiated the action. If a clerk drafts a FOIA release, a different admin must approve it. The system rejects same-person approvals; the audit log records both actors.

 

This is enforced server-side, not by training. It is one of the harder things to retrofit into existing municipal software, which is why it's enforced at the system level here, not in policy.

Integrations

What you connect.

Every integration is optional and gated behind a feature flag. Connect what you use; ignore the rest.

Microsoft 365

FOIA document search across Exchange mailboxes and SharePoint sites. Credentials per-tenant.

SMTP Email

Compliance digest delivery via your existing mail server. Stdlib SMTP, no special configuration.

DocuSign & Adobe Sign

E-signature on FOIA cover letters during release. Both supported behind the same provider interface.

Slack Webhooks

Compliance digest delivery to a Slack channel. Per-tenant webhook URL, configured by the admin.

Deepgram

Live meeting transcription and ASR for voice queries. Swappable for Azure Speech, AssemblyAI, or WhisperX.

Microsoft Teams

Same webhook pattern as Slack. The digest renders natively in a Teams channel.

OIDC / SSO

Azure AD, Okta, or any standards-compliant identity provider. API keys remain valid for service accounts and CI.

Granicus / CivicClerk

Meeting livestream URL management. Pulls the recording link into the agenda flow.

If a provider you use isn't here, the provider interface is a small one to adapt. ASR, e-signature, embeddings, notifications, and identity all sit behind the same swap pattern.

In Practice

From a citizen's question to a certified record.

Six workflows across all three tiers — a resident looking something up, a clerk clearing the morning queue, an admin certifying the official record. Where you see Approve / Deny, the agent has stopped and is waiting for a person.

Get Started / Contact Us

Thirty minutes. Walk through the work your office does every week.

We’ll show how CivicLine Clerk drafts minutes, tracks FOIA work, prepares compliance digests, and pauses for approval before anything becomes official. No slide deck.

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