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Governance modules
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Regulations in the library
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Claude
Powers the AI Board Advisor
Board Management Software in One Platform
Meetings, board packs, minutes, resolutions and voting, committees, evaluations and compliance in one place, with an AI Board Advisor built on Claude.
Governance Dashboard
One screen for board operations: upcoming meetings, open action items and pending votes.
Learn MoreBoard Calendar & Scheduling
One calendar for board and committee meetings, with .ics files for Outlook, Google and Apple Calendar.
Learn MoreBoard Analytics
Charts of meeting trends, meetings and resolutions by status, vote distribution and documents by category.
Learn MoreGovernance Reporting
Board reports from your own record. Export as CSV, or print to PDF from your browser.
Learn MoreBoard Meeting Management
Schedule and run board meetings with agendas, attendance and proxies. Preside drafts minutes from the record for you to review.
Learn MoreDocument Management
Board documents with version history, status, comments and a confidential label.
Learn MoreVoting & Resolutions
Directors vote For, Against or Abstain. Each vote is written to the audit log.
Learn MoreAction Item Tracking
Give each action one owner, a due date and a priority. Overdue items are flagged.
Learn MoreCompliance Management
Work through compliance checklists for the codes in our regulations library.
Learn MoreAudit Trail & Logging
Key changes to meetings, documents, votes and members are logged with the user, IP address and time.
Learn MoreBoard Evaluations
Run board and director evaluations with rated criteria and comments. Administrators see the results.
Learn MoreBoard Announcements
Send an announcement to the whole board as normal, important or urgent. Each member can mark it as read.
Learn MoreAI Meeting Summaries
Draft a summary from the meeting record: decisions, action items and attendance.
Learn MoreAI Board Book Generation
Pick the documents. AI drafts a board book with contents and an executive summary, from their titles and descriptions.
Learn MoreAI Governance Insights
AI reviews statistics from your board's record and suggests improvements. Advisory only.
Learn MoreIn-App Signatures
Collect in-app signatures on board documents, with signer and time recorded.
Learn MoreCalendar Files and Export
Download meetings as .ics files for any calendar app. Store Zoom, Teams or Meet links on each meeting. Export board records as CSV or JSON.
Learn MoreRegulations & Governance Library
Search 34 governance regulations across 11 jurisdictions: the US, UK, EU, the six GCC states, Canada and Australia.
Learn MoreAI Board Advisor
Ask governance questions. Claude answers using a governance knowledge summary and names regulations where relevant. Not legal advice.
Learn MoreGet Started in Minutes
Set up your board portal quickly and start collaborating right away.
Create Your Organization
Sign up, name your organization, and invite your board members in seconds.
Schedule & Collaborate
Create meetings, upload documents, manage agendas, and track attendance.
Govern with Confidence
Vote on resolutions and keep a record of your board's decisions.
