FiscalNote Holdings, Inc. recently achieved a significant milestone by successfully transitioning all its clients to the advanced, AI-driven PolicyNote platform on January 14. This strategic move was executed with remarkable efficiency, resulting in minimal client attrition. The migration has since demonstrably enhanced user interaction and accelerated the adoption of artificial intelligence capabilities within the platform. This achievement underscores FiscalNote's commitment to its product-led growth strategy, establishing PolicyNote as a cornerstone for future innovation and client value.
FiscalNote's Unified AI Platform Drives Enhanced User Engagement and Innovation
On January 14, 2026, FiscalNote Holdings, Inc. (NYSE: NOTE) successfully completed the migration of all its customers to the newly developed PolicyNote platform. This critical transition, according to the company, was executed with a negligible rate of customer departure, indicating a smooth and well-managed process. The new platform, PolicyNote, is distinguished by its unified, AI-powered intelligence capabilities, consolidating FiscalNote's earlier disparate tools into a cohesive system. This integration aims to provide a more consistent and scalable user experience, particularly for workflows related to legislative, regulatory, and policy monitoring.
Following the successful migration, FiscalNote has observed a substantial increase in user engagement. Weekly access to PolicyNote has surged by an impressive 252%. Furthermore, the adoption of AI-powered features within the platform has shown remarkable growth. For instance, approximately 34% of search queries now generate customized Impact Summaries tailored to specific organizational contexts. Advanced analytical tools, such as Bill Comparison and Similar & Related Bills, have nearly doubled in usage since their introduction. Josh Resnik, the company's CEO, highlighted this migration as a pivotal achievement in FiscalNote's product-led growth strategy, emphasizing that the consolidation of tools under PolicyNote will foster accelerated innovation, streamline customer operations, and fortify long-term customer value. FiscalNote Holdings, Inc. leverages artificial intelligence and machine learning to deliver essential legal, regulatory, and policy intelligence, equipping enterprises with analytics, workflow tools, and expert research to navigate policy shifts, manage regulatory risks, and optimize advocacy efforts.
This successful platform migration by FiscalNote exemplifies the transformative power of AI in enhancing operational efficiency and client satisfaction within the legal and policy intelligence sectors. The observed increase in user engagement and the adoption of AI-powered features highlight a clear industry trend towards more intelligent, integrated solutions. Companies that prioritize product innovation and leverage cutting-edge technologies like AI are better positioned to meet evolving client needs and solidify their market leadership. This event serves as a compelling case study for businesses considering similar digital transformations, underscoring the importance of seamless transitions and the tangible benefits of unified, intelligent platforms in driving sustainable growth and value.