Whether you advise several companies or run their board work for them, Boardli brings the meetings, decisions, documents and tasks together in one workspace. Less manual work, more control, and the capacity to manage more companies efficiently.
Every company, the upcoming meetings and the open tasks, in one snapshot.
Move between companies, prepare meetings, gather documents, and follow decisions and tasks.
See what is done, what is still waiting, and which matters need the firm’s attention.
Every company in the firm’s care, with quick access to the meetings, decisions and tasks that need attention.
Every board and committee meeting of the firm’s clients, at a glance.
Track the decisions made, the open tasks, their due dates and who is responsible.
Prepare the agenda, gather the meeting materials, record decisions and manage the minutes in one place.
Each company has its own documents, meetings, decisions and users, with the firm’s clients kept apart.
Control access by company and role, so each user sees only the information they are allowed to.
More companies.Same team.
Grow the number of companies your firm can serve by bringing the day-to-day work together, cutting manual tasks and following board processes more closely.
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Every company works in its own workspace, with its own documents, users and permissions, while you get one central snapshot of the activity across every company in your care.
Which decisions need follow-up? Which minutes are waiting for approval? What needs attention this week? Boardli’s AI agent helps you find the relevant information, understand where things stand and get to answers quickly, within your access permissions.
Meet the AI agent