Board Portal Overview
We simplify the way Board Members communicate with Management, collaborate with each other, and have instant access data prior to board meetings for better-prepared directors.
Board Meetings
Experience a more efficient and streamlined approach to board meeting management with our comprehensive set of board portal features, designed to enhance collaboration and decision-making.
Our Board Meetings feature simplifies the process of organizing and managing board meetings by providing a comprehensive solution for preparing, scheduling, and tracking essential meeting details. With the ability to attach agendas, minutes, and reports, send calendar invites, and monitor RSVPs, this feature eliminates the need for email, saving you time and reducing hassle.
*Sync meetings with online calendars (Google Calendar, and Outlook Calendar).
Meeting scheduling:
Efficiently schedule board meetings, selecting the ideal date and time to accommodate all attendees.
Attendee management:
Easily manage the list of participants, specifying who should attend and why their presence is essential.
Zoom integration:
Seamlessly integrate with Zoom for virtual meetings, providing a user-friendly remote collaboration and communication platform.
Google Calendar Integration
Board Director Meetings with Google Calendar
Board Director Calendar can connect with your existing Google calendar service.
After connecting your existing Google account, you can view and create calendar events through the Board Director client, add a Board Director Meeting, invite details to the event, and invite others.
Limited Use Disclosure
Board Director use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.
Agenda builder:
Create and customize meeting agendas, outlining the topics to be discussed and ensuring a well-structured meeting.
Board packet builder:
Compile relevant materials and documents into a comprehensive board packet, providing all necessary information for informed decision-making.
Minutes taker:
Capture and record meeting discussions with an integrated minutes-taking feature, ensuring accurate documentation of important decisions and actions.
RSVP tracking:
Monitor board members’ attendance confirmations for better meeting preparation and follow-up.
Location and logistics:
Specify the meeting location, whether in-person or virtual, and provide details on accessing the meeting and any required resources.
Meeting notifications:
Automatically send calendar invites and notifications to attendees, informing them of upcoming meetings and updates.
Mobile-friendly interface:
Access and manage meeting details on any device, ensuring convenience and accessibility for all board members.
Centralized storage:
Securely store all essential board documents, such as board books, minutes, agendas, reports, financial documents, board policies, and governance documents, in one easily accessible location.
Folder organization:
Arrange documents within customizable folders, promoting efficient file management and organization.
Permission control:
Admins can set permissions for folders and files, maintaining control over document access and ensuring confidentiality and security.
Version tracking:
Track changes and maintain document version history, allowing for easy review and comparison of previous versions.
Search functionality:
Quickly locate necessary documents using the search feature, saving time and enhancing efficiency.
Document sharing:
Share documents with board members and committees, streamlining collaboration and communication.
Mobile-friendly access:
Access and manage documents on any device, providing convenience and accessibility for all board members.
Real-time updates:
Sync documents across all devices in real-time, ensuring that board members can access the latest information.
Secure storage:
Safeguard sensitive board information with robust security measures, including data encryption and multi-factor authentication.
Document Repository
Our document storage feature provides a secure and accessible solution for storing all essential board materials, such as board books, minutes, agendas, reports, financial documents, board policies, and governance documents. This central repository enables board members and administrators to access, edit, and manage vital information on any device at anytime. With the added functionality for admins to set permissions for folders and files, you can maintain control over document access, ensuring confidentiality and security. Experience the convenience and efficiency of our centralized document repository, designed to streamline board management and decision-making processes.
*Admins can set permissions for folders and files.
Board Member Directory
Our board portal enhances communication and collaboration by enabling you to maintain detailed profiles for each board member, complete with bios, leadership roles, term dates, committees served, and contact information. This feature allows board members to learn more about their colleagues, fostering stronger working relationships and teamwork. By connecting social profiles, you can establish an even deeper connection among board members, promoting a sense of camaraderie and shared purpose. Experience the benefits of improved communication and collaboration with our comprehensive board member profile feature.
*Connect LinkedIn profile for a deeper connection with the Board.
Board member profiles:
Maintaine detailed profiles for each member, including bios, leadership roles, term dates, committees served, and contact information, promoting better understanding and collaboration among members.
Member onboarding:
Streamline welcoming and integrating new board members with comprehensive resources and guided orientation.
Role assignment:
Assign and manage board member roles, delegating responsibilities effectively and ensuring a well-structured organization.
Committee management:
Organize and oversee various committees, facilitating communication and collaboration within and across groups.
Attendance tracking:
Monitor board member attendance at meetings and events, encouraging accountability and active participation.
Member search:
Quickly locate and connect with fellow board members using the search feature, enhancing communication and collaboration.
Performance evaluation:
Assess board member performance and engagement, fostering growth and continuous improvement within the organization.
Mobile-friendly access:
Enable board members to access and manage their profiles on any device, providing convenience and accessibility.
Integration with board portal:
Seamlessly integrate member management with other board portal features, creating a comprehensive and efficient board management experience.
Member offboarding:
Facilitate the smooth transition of outgoing board members, ensuring continuity and organization stability.
Flexible guest invitations:
Invite external stakeholders, such as legal departments, CPAs, consultants, staff, and even executive assistants, to collaborate within the board portal, fostering an inclusive environment.
Customizable permissions:
Manage each guest’s access and capabilities with a suite of permissions, ensuring they interact with only the relevant information for their role.
Secure collaboration:
Safeguard sensitive board information while fostering collaboration with external partners by granting them tailored access to specific resources and discussions.
Streamlined communication:
Facilitate seamless communication between board members and guests, creating a more efficient and effective decision-making process.
Centralized resources:
Provide guests and staff with access to necessary documents and materials, ensuring they have the information needed to contribute effectively to board-related matters.
Meeting participation:
Allow invited guests and staff to attend and contribute to board meetings, providing valuable insights and expertise when needed.
Mobile-friendly interface:
Ensure guests and staff can access and engage with the portal on any device, offering convenience and accessibility for all users.
User management:
Easily add, edit, or remove guest and staff access as needed, maintaining control and flexibility in your board portal.
Integration with board portal:
Seamlessly incorporate guest and staff management with other board portal functionalities, creating a comprehensive and efficient board management experience.
Guests
Our Board Director portal is designed to foster collaboration by allowing guests, such as legal departments, CPAs, consultants, staff, and even executive assistants, to participate in board-related activities. With a suite of customizable permissions, you can easily manage each guest’s access and capabilities, ensuring they interact with only the relevant information for their role. This secure, flexible environment streamlines communication and decision-making while protecting sensitive board data. By integrating guest access seamlessly with other board portal features, we offer a comprehensive and efficient board management experience that accommodates the valuable contributions of external stakeholders.
*Now you can even include executive assistants.
News & Announcements
Our Interactive News Section is designed to keep board members informed and engaged with the latest industry and organizational updates. This feature offers a customizable news feed tailored to your board’s interests, facilitating real-time discussions and collaboration among directors. The Interactive News Section fosters a knowledgeable and collaborative board culture with threaded conversations, article sharing, and bookmarking. Accessible on any device, this user-friendly feature includes search functionality and seamless integration with other board portal functionalities, ensuring an efficient board management experience.
Real-time news updates:
Stay informed with up-to-date news about your organization and industry, ensuring directors have the latest information to make informed decisions.
Customizable news feed:
Personalize the news feed to focus on topics and sources relevant to your organization, board, and individual interests.
Threaded discussions:
Organize discussions in threads, allowing for clear and structured conversations about specific news items.
News sharing:
Easily share interesting and relevant articles with fellow board members, fostering a collaborative and informed board culture.
News alerts and notifications:
Set up automatic notifications to inform board members of breaking news and developments relevant to the organization.
Mobile-friendly interface:
Access and interact with the news section on any device, ensuring convenience and accessibility for all board members.
Search functionality:
Quickly find relevant articles and discussions using the search feature, making locating information within the news section easy.
Integration with board portal:
Seamlessly integrate the interactive news section with other board portal functionalities, creating a comprehensive and efficient board management experience.
Dedicated workspaces:
Create unlimited committee workspaces tailored to the unique needs of each group, fostering collaboration and organization.
Meeting management:
Allow committee chairs to schedule meetings, track attendance, and share relevant documents, promoting efficient teamwork and communication.
Permission control:
Customize access and permissions within each committee workspace, ensuring members can view and interact with only the necessary information.
Document sharing:
Facilitate secure sharing of committee-specific materials, streamlining collaboration and decision-making processes.
Mobile-friendly access:
Enable committee members to access and engage with their workspaces on any device, offering convenience and accessibility.
Integration with board portal:
Seamlessly incorporate committee workspaces with other board portal functionalities, creating a comprehensive and efficient board management experience.
Resource centralization:
Store and manage all committee-related documents and resources in one location, making it easy for members to access the necessary information.
Real-time updates:
Keep committee members informed of the latest news, updates, changes, and discussions within their workspaces, ensuring effective collaboration and decision-making.
Committee Workspaces
Our Committee Workspaces feature delivers a versatile and efficient solution for managing various committees within your organization. With unlimited workspaces, committee chairs can effortlessly schedule meetings, monitor attendance, and share vital documents, promoting enhanced collaboration and teamwork. Each dedicated workspace offers a centralized location for committee members to access and engage with relevant information, streamlining communication and decision-making processes. Accessible on any device, these committee workspaces seamlessly integrate with the board portal, ensuring a cohesive and effective board management experience. Elevate your organization’s committee management with our comprehensive and user-friendly Committee Workspaces feature.
Voting, Polling
Utilizing the board portal’s built-in voting feature eliminates the need for additional voting software, streamlining the decision-making process for directors. By keeping voting within the portal, board members can enjoy a seamless, integrated experience that fosters efficiency and convenience. Consolidating all voting activities in one location not only enhances the organization and accessibility of information but also strengthens security by reducing potential vulnerabilities.
Real-time voting and polling:
Conduct live voting and polling sessions, allowing board members to instantly cast their votes and express opinions on important matters.
Anonymous voting:
Enable anonymous voting to encourage unbiased decision-making and ensure privacy for board members.
Customizable voting options:
Tailor the voting and polling options to fit your board’s needs, including multiple-choice, ranking, and yes/no options.
Electing officers:
Utilize the voting feature to facilitate the election of board officers, ensuring a fair and transparent selection process.
Approval of minutes:
Streamline the process of approving meeting minutes by leveraging the voting functionality, making it easy for board members to review and endorse the official records of their meetings.
Automatic reminders:
Set up automatic notifications to remind board members of upcoming voting deadlines and important polls.
Mobile-friendly interface:
Vote and participate in polls using any device, ensuring accessibility and convenience for all board members.
Secure voting platform:
Protect sensitive information with robust security features, including data encryption and multi-factor authentication.
Voting history:
Maintain a comprehensive record of all voting and polling results, allowing for easy reference and transparency in decision-making processes.
Quorum tracking:
Monitor quorum status in real-time to ensure the validity and legality of voting results.
Integration with board portal:
Seamlessly integrates with other board portal functionalities, creating a cohesive and efficient board management experience.
Drag-and-drop interface:
Easily create and customize agendas and board packets with a user-friendly drag-and-drop interface, ensuring a smooth and efficient process.
Permission management:
Control access and permissions for each agenda and board packet section, ensuring that only authorized board members can view and edit content.
Document exclusions:
Exclude specific documents or sections from the board packet, maintaining confidentiality and relevance.
Section exclusion:
Remove entire sections from the agenda, allowing for greater flexibility and customization based on your board’s unique needs.
Full annotation suite:
Annotate and highlight key points within documents, facilitating effective communication and collaboration among board members.
File uploader:
Upload and manage files for inclusion in the agenda and board packet, supporting various document formats.
Presenter assignment:
Allocate presenters for each agenda item, ensuring a well-structured and engaging meeting.
Time allocation:
Set time limits for each agenda item, promoting efficient and focused discussions during board meetings.
Outline creation:
Generate an organized outline of the agenda and board packet, providing a clear overview of the meeting’s structure and content.
Customizable templates:
Choose from various pre-built templates, or create your own to ensure consistency and efficiency across all board meetings.
Watermark feature:
Add customized watermarks to documents, enhancing security and protecting sensitive information from unauthorized use.
Special Events
Our Special Events Meeting Creator feature is designed to simplify the planning and organization of board-related events and gatherings ( (i.e. retreats, special golf outings, fundraisers, etc…). This innovative functionality enables seamlessly creating, scheduling, and managing special events directly within the board portal, such as conferences, workshops, or team-building activities. Its user-friendly interface allows directors to send invitations, track RSVPs, and share essential event details and materials, ensuring a smooth and well-coordinated experience. Accessible on any device, the Special Events Meeting Creator promotes efficient event management, allowing board members to focus on fostering collaboration and enhancing their organization’s performance. Experience the ease of planning and executing special events with our comprehensive meeting creator tool.
Digital Signatures
Our eSignature feature offers a secure and efficient solution for board members to authenticate documents and agreements without hassle. Designed to integrate seamlessly with the board portal, eSignatures enable directors to sign essential documents using any device, ensuring convenience and accessibility. This feature streamlines the approval process and helps maintain the organization by keeping signed papers and legal contracts within the portal. With robust security measures in place, such as data encryption and multi-factor authentication, our eSignature functionality provides a trustworthy solution for managing crucial board-related tasks. Experience the ease of approving documents and agreements with our user-friendly eSignature feature.
Secure eSignatures:
Utilize digital signatures to sign agreements and documents securely from any device, ensuring a streamlined and efficient approval process.
Legally binding:
Create legally binding signatures, providing a reliable and compliant method for executing agreements and contracts.
Document integration:
Seamlessly integrate digital signatures with other board-related documents, centralizing all essential materials within the portal.
Signature tracking:
Monitor the signing progress of each document, identifying any pending signatures and ensuring timely completion.
Version control:
Maintain a clear and organized history of signed documents, allowing for easy review and reference when needed.
Permission management:
Control access to documents requiring signatures, ensuring only authorized board members can sign and review.
Mobile-friendly access:
Enable board members to review and sign documents on any device, offering convenience and accessibility.
Security and compliance:
Safeguard sensitive information with robust security measures, including data encryption and multi-factor authentication.
Integration with board portal:
Incorporate digital signatures with other functionalities, creating a comprehensive and efficient board management experience.
Paperless workflow:
Reduce the need for physical paperwork and manual signing, promoting an eco-friendly and efficient approach to document management.
Agenda and Board Packet Builder
Our board portal offers an innovative agenda builder and board packet builder to help streamline the preparation of board meetings. With the agenda builder, users can easily create an organized, professional-looking meeting agenda with a few clicks, including attachments and notes.
Meanwhile, the board packet builder enables users to compile and distribute all necessary meeting materials streamlined and efficiently. With this tool, board members can access all relevant documents and materials in a centralized location, which helps ensure they are fully prepared for the meeting.
These tools save time and promote collaboration and productivity, as all stakeholders can work together to create the best possible meeting experience. With our board portal’s agenda builder and board packet builder, preparing for board meetings has never been easier or more efficient.