CIFIS for Grant Consultants
Serve multiple clients—without mixing their data.
The consultant's decision problem is licensing and boundaries, not features. CIFIS gives each engagement its own tenant-isolated workspace, exportable deliverables and a clear license model — so you can serve many clients on one platform without pooling their data.
The workspace model
Illustrative Example
Consultant · Workspaces (Illustrative)
Each client · tenant-isolated workspace
- Client A · Housing CoalitionPipeline 14CAPS 78
- Client B · Youth Services AlliancePipeline 9CAPS 71
- Client C · Rural Health NetworkPipeline 6CAPS 66
No cross-client data pooling · consultant license required
Each client engagement runs in its own workspace. Cross-client data pooling is not supported by design.
Source: CIFIS tenant model — sample client names shown for illustration
How consultant use works
- Each engagement uses its own tenant-isolated workspace, or the client's existing CIFIS workspace with the consultant added as a member.
- Cross-client data pooling inside a single workspace is not supported.
- Multi-client access requires an active Consultant or Enterprise license — see the Consultant Terms.
What consultants get in every workspace
- CAPS Lite readiness, Funder Intelligence, Opportunity Radar, Ask CIFIS and Saved Pipeline.
- Deliverable exports (funder shortlists, readiness memos, pipeline reports).
- Concierge intelligence packages for point-in-time engagements.
What CIFIS does not do
- Merge client data into a shared consultant view.
- Draft proposals or automatically submit applications.
- Guarantee awards or predict funding decisions.
Read before buying
- Consultant Terms — permitted use, licensing model and boundaries.
- Terms of Service and Privacy Policy.