FiscalNote is drawing a clear line under its legacy era. The AI-driven policy and regulatory intelligence provider announced it has successfully migrated customers from its older FiscalNote platform to PolicyNote, marking a pivotal step in its effort to unify products under a single, AI-first experience.

For a company operating at the intersection of public policy, data, and artificial intelligence, the move is less about housekeeping and more about long-term positioning. PolicyNote is designed to be the centerpiece of FiscalNote’s product-led growth strategy, replacing fragmented tools with a cohesive platform that blends monitoring, analysis, forecasting, and drafting into one workflow.

In an industry where policy professionals are often juggling multiple dashboards, alerts, and reports, consolidation matters. FiscalNote is betting that fewer tools—when powered by deeper AI—can deliver more value.

Why the Migration Matters

Platform migrations are notoriously risky. Customers resist change, workflows break, and churn can spike. FiscalNote says it avoided most of those pitfalls.

According to the company, the transition was completed with minimal migration-related churn and has already resulted in stronger engagement across key features. That outcome is significant, especially as enterprise and government-facing software buyers tend to be conservative about tooling changes.

PolicyNote replaces the legacy FiscalNote platform with a unified environment where legislative tracking, regulatory intelligence, impact analysis, and forecasting live side by side. The goal is to reduce friction in daily research while giving users more actionable insights, faster.

From a market perspective, the move aligns with a broader shift in B2B intelligence platforms: customers increasingly expect AI to surface relevance, not just data. Raw information is abundant. Context is the differentiator.

AI Features Driving Engagement

FiscalNote shared several usage metrics that suggest PolicyNote’s AI-centric approach is resonating.

One standout is Impact Summaries, which automatically translate policy developments into organization-specific implications. Users are now generating a custom Impact Summary in 34% of search sessions—a signal that AI-generated synthesis is becoming a default behavior, not an optional add-on.

Advanced analytical tools are also seeing heavier use. Features such as Bill Comparison and Similar and Related Bills—designed to help users understand how legislation evolves and connects across jurisdictions—have nearly doubled in usage since launch. That suggests policy teams are leaning into deeper analysis rather than surface-level tracking.

Perhaps most telling is the reported 252% increase in weekly active users on PolicyNote. FiscalNote attributes that growth to tighter integration of AI-generated summaries, forecasting, impact analysis, and drafting tools directly into everyday monitoring workflows.

In practical terms, the platform isn’t just helping users read policy—it’s helping them decide what to do next.

From Monitoring to Anticipation

Customer feedback underscores the strategic shift. Clarence Mingo, Vice President of Corporate Affairs and Government Relations at The Marzetti Company, describes PolicyNote as a move from reactive monitoring to proactive intelligence.

According to Mingo, customized dashboards and real-time insights now centralize critical information in one place, allowing teams to stay ahead of emerging issues rather than scrambling after legislation advances.

That framing reflects a broader trend across regulatory and compliance technology. As policy environments grow more complex and faster-moving, organizations want tools that anticipate change, not just report it. AI-powered forecasting and impact analysis are increasingly table stakes, especially for global enterprises navigating multiple jurisdictions.

Product-Led Growth, Applied to Policy Tech

FiscalNote CEO and President Josh Resnik positions PolicyNote as more than a product refresh. He calls it the cornerstone of the company’s product-led growth strategy—a notable phrase in a sector traditionally driven by enterprise sales and long contracts.

By focusing on usability, integration, and AI-driven insights, FiscalNote appears to be borrowing from SaaS playbooks more common in MarTech and analytics platforms. The logic is straightforward: if users engage more deeply and more often, retention improves and expansion becomes easier.

Completing the migration also creates operational leverage. Supporting one primary platform instead of multiple legacy systems allows FiscalNote to ship features faster, iterate on AI models more efficiently, and maintain a more consistent customer experience.

Resnik frames the milestone as both validation and a launchpad—proof that the strategy is working and a foundation for faster innovation ahead.

Competitive Context: AI as the Differentiator

FiscalNote operates in a crowded market that includes traditional policy tracking services, boutique research firms, and emerging AI-native platforms. What sets PolicyNote apart, at least on paper, is the depth of AI integration across the workflow.

While many competitors layer AI summaries or alerts on top of existing databases, FiscalNote is positioning AI as the connective tissue of the platform—linking monitoring, analysis, forecasting, and drafting in a single environment.

That approach mirrors trends in adjacent markets like MarTech and RevOps, where point solutions are increasingly giving way to unified platforms promising fewer handoffs and smarter automation.

The risk, of course, is execution. AI-driven insights only build trust if they are accurate, transparent, and consistently useful. Early engagement metrics are encouraging, but sustained adoption will depend on how well PolicyNote performs as regulatory complexity—and scrutiny—continues to rise.

What This Signals for the Industry

FiscalNote’s completed migration highlights a broader inflection point for policy and regulatory intelligence. The market is shifting from information delivery to decision enablement.

Policy professionals no longer just want to know what happened. They want to understand why it matters, how it compares to related developments, and what actions to take next—all without stitching together half a dozen tools.

By consolidating its offerings into PolicyNote, FiscalNote is signaling confidence that AI-driven synthesis and forecasting will define the next generation of policy intelligence platforms.

Whether that bet pays off long term will depend on how effectively the company continues to evolve the platform. But for now, the migration milestone marks a clear strategic reset—and a strong statement of intent in an increasingly competitive space.

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