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Board meeting software

Board meetings, from the notice to the last agenda item

Schedule the meeting, build the agenda, attach the materials to each item and track who is coming, in one place your directors open on any device.

Book a demoBoard portal software
  • Set up a meeting in minutes
  • Materials per agenda item
  • RSVPs and attendance

From the notice to the meeting room

  1. The notice goes out

    Invitees load from the board, materials sit under each agenda item, and RSVPs count themselves.

  2. Directors prepare

    Everyone reads the same version, on any device, with their own private notes.

  3. The meeting runs on time

    Presenter Mode on the screen, postponed items carried forward, nothing lost between meetings.

Everything a board meeting needs

Set up a meeting in minutes

Fill in the details, choose the participants, add the logistics and confirm. Invitees load from the board or committee, and meeting templates keep your usual structure and agenda.

Materials per agenda item

Documents sit under the item they belong to, with version history. Directors see only what you publish.

RSVPs and attendance

Invited, accepted, declined, attended or absent, with a running count of confirmations and attendance marked in one step.

Annotations that stay private

Highlight, comment, draw and stamp on documents. Notes are private by default, can be shared with the board, or sent to the secretariat.

Postponed items carry forward

An item postponed to the next meeting waits in one company-wide queue and moves into any meeting with its documents and proposals.

Zoom, Teams and your calendar

The video link is created with the meeting, and the event lands in Google or Outlook calendars, with replies synced back to attendance.

The whole meeting, on one page

Time and place, participants and RSVPs, the agenda with each item’s materials and the video link, in one page every director opens.

Questions about meetings

Can directors read the materials on a phone or tablet?

Yes. Boardli runs in the browser and as iOS and Android apps, with the same materials and notes on every device.

Who sees which documents?

Directors see only published agenda items and documents, and a director with a declared conflict of interest does not see that topic at all.

Does Boardli work with Zoom and Microsoft Teams?

Yes. Once the organiser connects their Zoom or Teams account, a meeting link is created automatically when a meeting is scheduled in Boardli, and any change to the meeting in Boardli updates the Teams meeting too.

What happens to items we did not get to?

Mark them as postponed and they wait in the postponed topics queue, ready to add to the next meeting with everything attached.

More of Boardli

See how Boardli fits into your board workflow

See how Boardli fits into your board workflow

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