RecordlyOperating System
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Interactive demo — no signup

The operating system for corporate records.

Minute books, cap tables, compliance calendars, and tamper-evident audit trails — one deeply integrated system built for the firms that run them.

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Five demo personas Jurisdiction packs (ON · Fed · BC · QC) SHA-256 audit chain
recordly.os / portfolio
Compliance Health
94.2%
27
On track
4
Due soon
1
Overdue
Maple Ridge Holdings
Annual Return · ON
12d
Aurora Consulting
Director resolution
3d
Beacon Robotics Inc.
T2 filing package
24d
Built for boutique firms · Ontario · Federal · BC · Quebec
Northline LegalVerity CPACormorant & FoxBeacon AdvisoryPinehill Counsel
The problem

Corporate records are still run on paper, PDFs, and hope.

01
Paper minute books rot.

Bankers boxes, missing signatures, and one indexed binder locked in a closet nobody can find.

02
Spreadsheets lie.

The cap table on your laptop is not the cap table your associate updated last Friday. Nobody knows which is right.

03
Deadlines slip.

Filing calendars live in three different tools. When something's late, you only find out because CRA called.

How it works

Four moves. One system of record.

Recordly OS replaces the collage of shared drives, Excel tabs, and DocuSign envelopes with one modular workflow.

01
Intake

Drop a scanned minute book. AI extracts entities, directors, shares, and resolutions into structured records.

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02
Derive

Jurisdiction packs turn corporate facts into live obligations, filing deadlines, and consent-resolution triggers.

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03
Draft

Generate resolutions, transfer registers, and annual returns from real data. Send for signature in-app.

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04
Prove

Every action lands in a SHA-256 hash chain. Regulators, auditors, and successors can verify the record end-to-end.

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Product

Every corporate primitive, done properly.

Cap Table
A single source of truth for equity.

Issue, transfer, and split shares with automatic ledger entries. Donut chart, transaction history, and consent resolutions generated from the same data.

Maple Ridge Holdings · Common
A. Vance
62%
N. Toma
24%
ESOP
14%
Compliance Calendar
Every deadline, one plane of glass.

Annual returns, T2s, FYE resolutions — filtered per company, exportable to .ics.

Gap Detection
Reads the books, flags what's missing.

Dividends without resolutions, stale shareholder loans, accrued bonuses.

AI Intake
Ingest a paper minute book.

Extract entities, directors, and resolutions.

Counsel Marketplace
Hand a legal gap to a lawyer without practicing law.

Route flagged obligations to partner counsel with a matter summary, evidence trail, and flat-fee menu.

Tamper-evident Audit Chain
Every action, chained by hash.

SHA-256 links from action to action. Any tamper anywhere breaks the chain everywhere.

For accountants

Close the loop between the T2 and the minute book.

  • Detect dividend and bonus gaps automatically from the ledger.
  • Year-end Season Mode batches consent resolutions across the whole book of business.
  • Client portal lets owners sign in-app — no chasing email attachments.
Open the firm portal
For lawyers

Corporate maintenance without the paper cuts.

  • Jurisdiction packs for Ontario, Federal, BC, and Quebec — with derived obligations.
  • Receive routed matters with pre-attached evidence and a suggested flat fee.
  • Every signature and edit lands in a tamper-evident chain your successors can verify.
See the Counsel workflow
Security & trust

A record isn't a record if you can't prove it.

Every action Recordly OS takes — every signature, every edit, every generated resolution — is linked to the previous one by a cryptographic hash. Tamper with one entry and the entire chain rejects it.

SHA-256 hash chain
Cryptographic proof of order.
Row-level security
Firm-scoped isolation, always.
Jurisdiction packs
ON · Fed · BC · QC rulesets.
Signed exports
PDF bundle with chain manifest.
audit_chain.logverified · 1,284 entries
→ 0x8f2a3d1c…c41d0b12 · resolution.signed · adamvance@…
→ 0xa19c5f88…7e0299ff · share.transferred · 500 common
→ 0x4b8e21ac…f193bb7c · obligation.satisfied · AR-2025
→ 0x7d10ff09…22a8c103 · referral.completed · counsel
→ 0xe3b0c442…a495991b · minute_book.exported
chain.verify() → OK · all 1,284 entries intact
Pricing

Priced per practitioner, not per record.

Interactive demo is free and requires no signup. Below prices are indicative for the presentation prototype.

For sole practitioners
Solo
$79/practitioner / mo
  • Up to 25 companies
  • Cap tables & registers
  • Compliance calendar
  • Audit chain
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Most popular
Firm
$249/seat / mo
  • Unlimited companies
  • AI intake & gap detection
  • Year-end Season Mode
  • Counsel marketplace
  • Client portal
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For multi-office firms
Enterprise
Custom
  • SAML SSO & SCIM
  • Custom jurisdiction packs
  • Signed chain exports
  • Dedicated CSM
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FAQ

Questions we hear a lot.

Open the book.

Sixty seconds. Five personas. Every workflow — from AI intake to counsel referrals — running against real mock data.

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