Agentic AI for capital projects
The capital-project record, for boards and managing agents.
Dewey, BoardRecord's AI agent, sits on your project email. It files every vendor message, answers “what's the latest” with cited documents, and flags invoices before anyone pays them.
30-minute briefing for boards and managing agents
Built in New York for co-op & condo capital projects
Atlas Roofing Co.
vendor@atlasroofing.com
Revised scope for Phase 2
Email in. Permanent record out.
Every project gets its own email address and timeline.
Vendors email the project address. Every message, file, and update is logged in order. No portal. No password.
You control who can post to the record.
Whitelist vendors and board members. Vendors never need an account — only approved senders can post to the project record.
Revised Electrical Diagram — Unit 4B
From vendor invoice to board-approved payment.
Invoices extracted from vendor emails land on your project timeline. Board Pro tracks multi-member approval, connects vendors via Stripe, and executes payment with a full audit trail.
Every building's capital projects. One portfolio.
See active projects across every building you manage, switch buildings in one click, and keep each board's record separate. Boards stay in the loop without another status email.
Portfolio view
Every building, every active project, and what needs attention, on one page.
Building switcher
Move between buildings without logging out. Each board's record stays private to that board.
Per-building billing
Activate and bill each building from the portfolio page.
Meet Dewey by BoardRecord
CC your project address. Dewey does the paperwork, then asks the board before anything that matters.
Files every email
Every message and attachment lands on the right project timeline.
Answers with citations
Ask "what's the latest" and get an answer linked to source documents.
Catches invoices
Detects vendor invoices with duplicate checks.
Tracks obligations
LL11/FISP cycles, COI expirations, and milestones.
Flags mismatches
Invoice vs. contract differences.
Dewey never pays, votes, or emails a vendor on its own. Every action is a card a board member confirms.
Capital projects only. Your building systems stay.
BoardRecord doesn't replace your managing agent's accounting system or your resident portal. It adds the capital-project record they don't keep.
The board protects the building.
BoardRecord protects the board.
Fiduciary and D&O exposure is the cost of an undocumented project. A tamper-evident counsel export — hash, signed timestamp, public verification — is the record you can hand counsel and insurers.
A defensible record when the roof job goes sideways.
Change orders, engineer letters, and board approvals — captured from the first CC. Export a verifiable counsel brief (content hash + signed timestamp) when disputes arise.
The facade project survives the board president who started it.
When leadership changes mid-renovation, the board's project history stays intact — not scattered across personal inboxes.
What's at stake in an NYC capital project.
City deadlines and penalties drive most capital projects. A clean record keeps the board ahead of them.
Every 5 years
Local Law 11 (FISP) facade inspection cycle for buildings over six stories
BoardRecord seeds the FISP obligations — inspector vote, contractor COI, DOB filing, repairs — from your filing deadline.
$1,000 / month
DOB penalty for a late FISP filing
Open and overdue obligations are visible to the whole board.
$268 / ton
Local Law 97 penalty for each metric ton of emissions over a building’s limit
Every retrofit bid, contract, and board vote stays on one record.
Sources: NYC DOB FISP · FISP fees & penalties · NYC Local Law 97
BoardRecord doesn’t add work — it captures the communication already happening and turns it into a defensible, searchable record your whole board can access.
One timeline. Every decision.
Searchable forever.
Vendor email lands in a project timeline your whole board can search — no digging through inboxes, no lost attachments.
Without a project record
Roof Replacement Approved by Full Board
DecisionRoof_Scope_Final_v3_Board_Approved.pdf
DocumentVendor update: Flashing scope revision confirmed
VendorChange order #2 approved — $12,400 flashing upgrade
DecisionWe’ll set up BoardRecord on your live CapEx.
Walk through your active project, project email, and what the board needs for a defensible record — then we open your pilot.
Everything you need to pilot.
Nothing to install.
Your free 30-day guided pilot runs on your live project. No credit card, no vendor portals, no IT project — vendors keep using email.
Dedicated project email
Each project gets a unique address. Vendors email it directly.
Searchable timelines
Every message and attachment logged in chronological order — searchable instantly.
Ask Dewey
Cited answers from the project's bids, contracts, and specs — linked to the source.
Vendor whitelist
Control who can post to each project. No portal login required for vendors.
Board member access
Invite up to 5 board members. Everyone sees the same record.
Your data stays
When your pilot ends, your data stays. Accept a written proposal and continue where you left off.
Free 30-day guided pilot · No credit card · Vendors stay in email
Keep your email. Keep your building systems. Add a project record that actually sticks.
30-minute briefing for boards and managing agents