Acta brings your department's approved policies, procedures, responses, and local data into one platform, so staff can use trusted knowledge wherever they work, from Outlook to the browser.
Send consistent, leadership-approved information.
Find policies, SOPs, and approved resources.
Follow the right steps for each situation.
Retrieve property-specific guidance with sources.
Your approved knowledgeResponses, policies, procedures, and local dataEvery Acta capability runs on the same idea: capture your department's knowledge once, approve it, and make it easy for every employee to use.
We work with you to collect the templates, SOPs, forms, process notes, and local data your staff rely on today.
Your department reviews and owns the content, so staff work from guidance leadership stands behind.
Staff use that knowledge through four capabilities, right inside the tools and moments where they need it.
Here's how each capability helps with one everyday resident question, from the first email to the counter visit.
A planning technician searches the address and gets the parcel's zoning, setbacks, and allowable uses, with the code sections cited.
Next, staff search in the browser to confirm how accessory structure permits are handled, which forms apply, and the fees.
Back in Outlook, staff choose the approved Block for accessory structures. The reply fills in with approved language, attachments, and next steps.
When the resident comes in, counter staff open the intake workflow. Choosing “Accessory Structure” reveals only the steps that apply.
Example scenario with sample data. Each capability can be used on its own; together, they cover the full request.
Each capability is built for a different moment in the workday, and all four are included with Acta.
Staff choose a Block and Acta fills in leadership-approved language, forms, links, and next steps.
Policies, SOPs, forms, scripts, and links live in one searchable place that opens beside the system staff are working in.
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Interactive checklists ask questions and reveal only the steps that apply, ending with a clear next action.
Search an address or parcel ID for zoning, setbacks, and allowable uses from your jurisdiction's own data.
Choose your department to see which capabilities do the heavy lifting.
You get access to the full platform from day one, and we roll it out around your department's priorities.
We set it up with you, then train your staff.Begin with the capability that solves your most pressing challenge, like high email volume or a process that's hard to keep consistent.
We organize your content, set up each capability, and train your staff. Parcel Intelligence is configured with your jurisdiction's GIS and code sources.
Add capabilities and teams as you're ready, all under the same subscription.
“Acta gave us a place to centralize our knowledge, make it accessible to every staff member, and update it across our departments.”
Still deciding where to start? We'll help you map Acta to your department's biggest needs.
No. One Acta subscription includes Approved Responses, Knowledge Management, Guided Workflows, and Parcel Intelligence.
No. Most teams start with the capability that addresses their biggest need, then add others as they're ready.
No. Acta works alongside the tools your staff already use, including Outlook and browser-based systems like permit portals and CRMs.
Every capability is set up around your department's content. Parcel Intelligence is also configured with your GIS and code sources, which our team handles.
Your department does. Your team decides what guidance is approved and when it changes.
We'll walk through your most common requests and processes and show how each Acta capability can help your team handle them consistently.
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