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🏠 HOAs & Nonprofits Simple board management · for small boards

Simple board management.
Made for small boards.

Your HOA board shouldn’t run on emailed PDFs and a binder nobody can search. CivicCA gives you a live agenda, one-tap voting, AI minutes, and a searchable owner portal — run from a laptop, set up in a day, at a fraction of enterprise systems. No PDFs to format, no consultants.

§ 01 / Why boards switch

Stop emailing static PDFs.
Run the board from one place.

Most HOA and nonprofit boards still format agendas in Word, export a PDF, and email it around — then retype the minutes a week later. Here’s what changes.

The old way

PDFs, email, and a binder

×Someone formats the agenda in Word, exports a PDF, and emails it to the board and owners.
×A last-minute change means re-exporting and re-sending — and hoping everyone opens the right version.
×Minutes get typed from scratch days later, from memory and scribbled notes.
×Owners dig through old emails for the latest packet; past decisions are impossible to find.
×Your “archive” is a folder of PDFs nobody can search.
With CivicCA

One live system

Build the agenda once — it publishes itself to a live, branded owner portal. No PDF to format or email.
Change an item and the portal updates instantly. One source of truth, every time.
AI drafts the minutes from the meeting — review and publish by the next morning.
Owners get a searchable archive and email alerts. Any past vote, found in seconds.
Run the whole meeting from a laptop or tablet: motions, roll-call votes, attendance.
Easy to run: import your last agenda and you’re live in a day. If your board can use email, it can run a meeting on CivicCA — no IT department, no consultants, no week-long training.
§ 02 / What you get

Everything a small board needs.
Nothing it doesn’t.

The features that matter for HOAs, nonprofits, and small civic boards — without the enterprise complexity.

01

Build the agenda

Drag-drop agenda builder with prefilled HOA / nonprofit templates — consent calendar, treasurer’s report, member comments, action items.

5 minutes
02

Run the meeting

Track motions, vote roll-call, capture attendance, and run discussion. Works on a tablet or laptop — no extra hardware.

On-the-spot
03

Publish the record

AI-drafted minutes from the meeting. Send to members, archive in your member portal. Done by the next morning.

Member portal
§ 03 / Capabilities

Pro tools, right-sized for small boards.

All AI features included. Public portal included. eComment included. Compliance checks included. No enterprise setup.

I

Agenda Builder

Drag-drop, sections, attachments, AI summaries. Templates for HOAs, condo boards, neighborhood councils.

Included
II

Member Voting

Roll-call voting, motion tracking, member attendance, exportable voting record for member transparency.

Included
III

AI Minutes

Drafted from your meeting transcript. Member reviews, publishes to portal. Saves hours every meeting.

All plans
IV

Member Portal

Branded member-facing portal. Searchable archive. eComment intake. Per-member email notifications.

Included
V

Treasurer’s Tools

Warrant lists, financial reports, budget hearings, dues notifications — templates ready to go.

Templates
VI

Compliance Engine

Robert’s Rules, bylaw enforcement, conflict-of-interest tracking, member quorum checking.

Robert’s Rules

Run the board. Stop fighting Word.