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Board portal software

Board management. From the meeting to the decisions carried out.

Boardli brings all of the board’s work into one place: preparing meetings, sending materials, running votes, recording the minutes and following up decisions and tasks. Less manual work, more control and continuity from one meeting to the next.

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  • Agendas and meeting materials
  • Minutes and decisions
  • Tasks followed through

Before the meeting, during it and after. All connected.

  1. Before the meeting

    Build the agenda, gather the documents and share the relevant materials with the participants.

  2. During the meeting

    Run the discussion and the votes, record the decisions and collect what the minutes need.

  3. After the meeting

    Finish the minutes, follow up decisions and tasks, and arrive ready for the next meeting.

Everything you need to run an effective board

Meetings and materials

Schedule meetings, build the agenda and keep every discussion material in one place, open to the authorised participants.

Recording and minutes

Bring recordings and transcripts together, prepare the minutes and record discussions and decisions in an orderly way.

Archive and smart search

All the minutes, decisions and documents in one place, with search that gets you to what you need quickly.

Everything that needs attention, on one screen

The next meeting, decisions in progress, the regulatory tracker, approaching deadlines and what waits for your approval, together on the home page.

Less time running meetings.More time on the decisions that matter.

Preparing materials, coordinating, writing minutes and chasing tasks should not eat the board’s time. Boardli takes on the day-to-day work so directors and management can focus on the discussion, the decisions and moving the company forward.

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Directors around the boardroom table

01

An AI agent that helps you move forward

Finding a decision in past minutes, summarising documents or tracking open tasks: Boardli’s AI agent helps you reach the information and get the work done, within your permissions and under human control.

  • It works within permissions: each user reaches only what they are allowed to see.
  • You approve the changes: actions that change information need the right approval.
  • The decisions stay yours: the agent never votes or approves decisions on directors’ behalf.
Meet Boardli’s AI agent

02

Sensitive information. Controlled access.

The board’s documents and discussions hold sensitive business information. Boardli combines permission controls, separation of data and an activity record to help the organisation keep that information safe.

Separation between companies
Each company’s information is limited to its authorised users, with each company’s workspace kept apart.
Identity and permissions
Access by role and user permissions, with enterprise identity management.
Protecting documents
Security measures and access controls for sensitive documents, including control over sharing and data encryption.
Records and control
A record of actions and processes, so activity in the platform can be followed and reviewed.
More about security
Who it’s for

Built for everyone involved in the board’s work

Corporate secretaries

Prepare meetings, gather materials and manage minutes, approvals and decision follow-up from one place.

Legal counsel

Reach the relevant minutes, decisions and documents, with an orderly record of every approval.

Directors

Receive the meeting materials, take part in votes and reach decisions and information within their permissions.

Public companies

Run the board’s and committees’ work in an orderly setting, with records, control and access to history.

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Questions buyers ask

What is board portal software?

Secure software where a board and its committees prepare meetings, read materials, vote, sign and keep their records, in place of email and shared drives.

How is Boardli different from Diligent or OnBoard?

Its AI agent prepares and files the work, with your approval for every change, and it drafts the minutes from the meeting’s own recording and transcript.

Which tools does Boardli work with?

Google Calendar and Microsoft calendars, Zoom (attendance pulled from the call), Microsoft Teams, and Microsoft Entra ID SSO with SCIM. On the web, iOS and Android.

Is Boardli SOC 2 compliant?

Our SOC 2 audit is in progress. You can follow the status of our controls in our Trust Center.

Can we leave with our data?

Yes. A company can export all of its data (meetings, documents, decisions and attachments) as a ZIP file.

How long does it take to get started?

Up to a week.

More of Boardli

See how Boardli fits into your board workflow

See how Boardli fits into your board workflow

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