BMS how-to library
A guided path through the work your team actually does
Four modules, in order, built on the BMS state workflow. Every lesson gives you the scenario, what to have ready, the click-by-click steps in Quorum, a checkpoint that proves each step landed, a BMS example, and a short exercise to run before you close the tab.
13 lessons match · steps describe the general Quorum workflow; what your seat shows depends on your BMS subscription.
Module 1 · Foundations
Get scoped to your states and find what matters. Everything later in the course is built on a clean region and a precise search.
3 lessons
Lesson 1 · 5 minutes · State Government Affairs
Find legislation affecting my states
You can produce a defensible list of bills in your states on any BMS issue, in under ten minutes, without opening a single legislature website.
4 steps · 16 click-by-click actions
Open the lessonLesson 2 · 8 minutes · Anyone building tracking
Create or improve a search
You can write a search precise enough to hang an alert on, and repair a noisy one you inherited instead of abandoning it.
5 steps · 12 click-by-click actions
Open the lessonLesson 3 · 3 minutes to prepare · State Government Affairs on the road
Work from an iPad or phone at the capitol
You can answer a question from a hearing room on an iPad without hunting through a desktop-shaped screen.
4 steps · 12 click-by-click actions
Open the lesson
Module 2 · The weekly workflow
The loop the BMS state team runs every week: triage what's new, tag it to an issue, record a position, and keep the record defensible.
4 lessons
Lesson 4 · 15 minutes weekly · State Government Affairs
Review and triage new bills
You can turn a week of introductions into a tagged, owned, decided list in one 30-minute pass.
4 steps · 13 click-by-click actions
Open the lessonLesson 5 · 10 minutes to set up, seconds per bill after · State Government Affairs + Quorum admins
Organize bills by issue
You can answer 'what's happening on this issue nationally?' with a filter instead of a reading exercise.
4 steps · 12 click-by-click actions
Open the lessonLesson 6 · under a minute per bill · State Government Affairs
Set and manage bill stances
Anyone on the BMS team can see the current BMS position on any tracked bill, and where it came from, without asking you.
4 steps · 12 click-by-click actions
Open the lessonLesson 7 · 5 minutes · State Government Affairs
Use hearing transcripts without reading them
You can extract what was actually said about a BMS issue in a hearing without reading the transcript.
4 steps · 12 click-by-click actions
Open the lesson
Module 3 · Reporting and alerts
Turn the tracked list into answers leadership can read without asking you, and notifications you actually act on.
2 lessons
Lesson 8 · 15 minutes to build · State Government Affairs
Build or use a dashboard
Leadership answers its own standing questions, and your Friday summary email stops being a task.
4 steps · 12 click-by-click actions
Open the lessonLesson 9 · 5 minutes · State Government Affairs
Set up alerts
You hear about the bills that matter the day they move, and you don't mute the alert two weeks later.
4 steps · 12 click-by-click actions
Open the lesson
Module 4 · Scale and maintain
Cut the manual work, keep the setup trustworthy, and use Quincy where it saves a full pass.
4 lessons
Lesson 10 · 5 minutes · Anyone using Quincy
Ask Quincy for help
You get a usable summary or draft from Quincy on the first prompt instead of the fifth.
5 steps · 15 click-by-click actions
Open the lessonLesson 11 · 10 minutes to set up · State Government Affairs
Automate repetitive work
The recurring parts of the week — digests, rollups, prep — arrive on a schedule instead of being assembled.
4 steps · 13 click-by-click actions
Open the lessonLesson 12 · 20 minutes · State Government Affairs + Quorum admins
Clean up my workflow
Everything visible in your Quorum setup is current, named consistently, and owned by a named person.
4 steps · 13 click-by-click actions
Open the lessonLesson 13 · 20 minutes monthly · Quorum admins / internal owners
Admin: keep the team's setup healthy
The BMS Quorum setup stays predictable as people, states and issues change hands.
4 steps · 10 click-by-click actions
Open the lesson
Working through it in order is the fastest route — Module 1 makes everything after it shorter.
Official Quorum documentation
Every lesson also links the matching articles in Quorum's Help Center. Start here for written reference on a feature.
Getting going
Opens the Quorum Help Center search for this topic. Sign in to Quorum first if prompted.
- Getting started in Quorum
Orientation articles for a brand-new seat.
- Legislative tracking
The core of the BMS state workflow.
Alerts & reporting
Opens the Quorum Help Center search for this topic. Sign in to Quorum first if prompted.
- Alerts and notifications
Set up what reaches your inbox each morning.
- Dashboards and reporting
Build the view leadership reads without asking you.
Quincy AI & access
Opens the Quorum Help Center search for this topic. Sign in to Quorum first if prompted.
- Quincy AI
Official guidance on Quorum's AI assistant.
- Login and access issues
Fix sign-in problems before escalating.
Want formal, self-paced training?
Quorum School holds Quorum's official course catalog — structured lessons that go deeper than these task guides.
You have the steps. Go run them.
Pick one lesson, log in with SSO, and finish the exercise before you close the tab.
Log in to Quorum