Everything your grant practice needs.

Write grants. Run strategies. Manage clients. Track time. All with AI.

Grant Writing Workspace

Write the grant. Right here. With AI at every step.

GrantLogix is where the grant gets written — not just tracked. The application workspace organizes every funder deliverable and AI assists at every stage.

  • Application workspace with funder-specific deliverables
  • AI-powered narrative drafting from client data
  • NOFO import builds templates in 90 seconds
  • AI source mapping with confidence scores
  • Section-level review and approval workflow
  • Progress tracking across all deliverables

Funding Strategy

Research. Evaluate. Recommend. All in one workflow.

The only platform that treats Funding Strategy as a first-class workflow — from opportunity discovery through client presentation.

  • Dedicated FS workflow with structured stages
  • AI researches funders from just a URL
  • Evaluation matrix with client-fit scoring
  • AI-generated strategy document
  • One-click conversion to Grant Write engagement

Engagement Pipeline

A pipeline that manages itself. You just guide the workload.

Forget drag-and-drop kanbans — that's old school. GrantLogix engagements advance themselves as milestones complete, gates clear, and workflows progress. The pipeline reflects reality in real time, not where someone last dragged a card.

  • Engagements move through stages automatically as work progresses
  • Typed engagements — Grant Write, Funding Strategy, LOI, Post-Award, Consulting
  • Nested sub-engagements for resubmissions and companion LOIs
  • AI context lines explain what's happening in plain English
  • Your job isn't to update the board — it's to guide the work

Workflow Engine

The system program-manages itself. You guide the workload.

Admin-defined templates digitize your process. Gates enforce quality. Milestones drive progression. The entire management system runs itself — your team focuses on the work, not on updating status boards.

  • Stages, milestones, and gates that enforce your process automatically
  • Template versioning with change detection across active instances
  • Different workflows for different service types — one firm, many processes
  • Milestone-driven workspace — writers see what's next, not a list of tabs

AI Tools (18+)

AI that knows grants. Not generic chatbots.

18 purpose-built AI tools for document extraction, narrative drafting, funder research, portfolio briefings, and daily planning.

  • Document extraction (NOFO, contracts, programs)
  • Funder and client research from URLs
  • Narrative drafting from real client data
  • Portfolio briefings and writer triage
  • Plan My Day scheduling
  • Knowledge Base AI formatting

Pulse Command Center

The executive view your firm has never had.

Portfolio health, calendar timelines, AI briefings, and team workload — all in one command center.

  • Portfolio health scoring
  • Calendar timeline with multiple lanes
  • AI-generated briefings
  • Operational task management

Client Management

Every client. Every program. Connected.

Rich client profiles connect programs, projects, financials, funders, and contracts in one place.

  • Programs nest under programs
  • Funder relationships across clients
  • Contract management with scope items
  • Board members and financials

In-Context Everything

Conversations. Events. Assignments. Right where the work happens.

No more switching between apps to talk about an engagement, schedule a meeting, or assign a task. GrantLogix puts conversations, events, and assignments directly on the entity they belong to — so context is never lost and nothing falls through the cracks.

  • Team Notes on every engagement — threaded conversations with @mentions, right on the record
  • Events and meetings scoped to the engagement, with calendar sync and smart link detection
  • Lead and support assignments that cascade down the entity hierarchy automatically
  • Tasks created and assigned in context — no separate project management tool needed
  • Everything visible from the engagement, the client, and the executive dashboard

White-Glove Onboarding

We don't hand you software and walk away.

Every deployment starts with a 3-month integration program. We configure, import, and train — you hit the ground running.

  • Full workflow configuration
  • Historical data import
  • Custom template setup
  • Team training and support

Ready to see it in action?

Schedule a personalized demo and see how GrantLogix fits your firm.

Schedule a Demo