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Create a New Client in Page
Create a New Client in Page
Chris Wilson avatar
Written by Chris Wilson
Updated this week

Setting Up a New Client in Page

Setting up a client in Page ensures you receive the most relevant government updates tailored to their interests. Follow this guide to configure a client profile effectively.

Step 1: Add a New Client

  1. On the Home or Analysis pages

  2. Click the + button beside Clients

  3. Enter the client’s name in the provided field.

  4. Choose whether to monitor exact name matches to refine tracking. If enabled, Page will match against the client name. Disable if the name is a topic or generic name that may result in false matches.

Step 2: Add Topics of Interest

Topics allow you to track relevant discussions related to your client. Follow these steps to add topics:

See the Tips section below for help on crafting Topics for best results.

  1. Enter a topic that is relevant to your client (e.g., "Broadcasting Regulations").

  2. Choose whether to monitor exact topic matches. Think of these are keyword searches.

    • Exact matches track only the precise phrase.

    • Broader topic monitoring identifies relevant discussions using semantic search & AI-based contextual relevance.

  3. Provide a short explanation of why this topic matters to the client. This helps Page know which results are contextually relevant to your interests.

  4. Next choose the Governments to monitor which are relevant to each topic being tracked. Governments are now set at the topic level, allowing for more precise monitoring of relevant discussions across different government bodies.

  5. Select from Federal, Provincial, or both to track discussions at the appropriate legislative level.
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  6. Once you've completed these steps click the + Add Topic button to save your topic.

Tips for Writing Accurate Topics

To ensure your topics return the most relevant results:

  • Use specific terms instead of broad categories (e.g., "Broadcasting Regulations" rather than "Regulations").

  • Avoid overly long phrases—concise topics improve matching accuracy.

  • If a term has multiple meanings, add clarifying context in the Why does this matter? field. This additional information helps Page determine which of the results are relevant to your interests.

  • If you're tracking multiple keywords, create a topic for each keyword. This will make it easier to track which keywords are matching.

Exact Matches

Use Exact Matches when tracking official policy names (C-11, Online Harms Act) legislation, Products, Names or specific terms to ensure only direct mentions are flagged.

Examples of Exact Matches:
"C-11" – This ensures Page only captures mentions of this specific term.


"Canada Health Act"


Contextual Matches

Use Contextual Matches for broader topics where the phrasing may vary but the concept remains the same.

Example 1:

This topic captures discussions related to subsidies, tax credits, or grants for digital media without requiring an exact match.

Topic: "Federal Support for Digital Media"

Why this is of interest: "How federal policies, tax incentives, and grants impact digital media funding and sustainability"

Example 2:

Identifies references to various environmental initiatives, sustainability programs, and economic policies focused on green industries.


​Topic: "Climate Policy and Green Economy"

Why this is of interest: "Government initiatives and funding for environmental sustainability and carbon reduction"

Once you’ve added a topic, Page will display how many meetings match that topic. You can click on the meeting count to see the list of meetings where the topic appears. This allows you to review the context and refine the topic for better accuracy.

How Relevancy Searches Work

Page uses multiple methods to determine relevancy:

  1. Exact Match Search – Looks for the exact topic phrase in government records.

  2. Contextual Search – Uses the topic and description to find discussions related to the topic even if different wording is used.

  3. AI Relevance Filtering – The system applies an advanced language model to analyze the meeting context and earlier search results filtering out unrelated matches.

This multi-step process ensures that the results you see are not just keyword-based but also contextually meaningful.

Step 4: Review and Save

  1. Review the selected client name, topics, and jurisdictions.

  2. Click Save as Draft if you're not ready to publish, or Save and Activate to set the profile live and begin tracking relevant discussions.

  3. Once saved, Page will begin tracking relevant discussions immediately.

Step 5: Adjust and Optimize

  • Regularly review topics to refine matches.

  • Modify topics as needed to capture the most relevant insights.

  • Adjust jurisdiction selections if your client’s interests shift.

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