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Board Intelligence Reviews & Product Details

Pricing

Pricing provided by Board Intelligence.

Basic

$30.00
Per Month

Board Intelligence Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Board Intelligence, and what problem is it built to solve?

Board Intelligence is a board and management reporting product focused on supporting business performance and high-impact governance.

What languages does Board Intelligence support?

Board Intelligence supports 1 language: English.

What company sizes and industries is Board Intelligence the best fit for?

Board Intelligence appears across small, mid-market, and enterprise organizations, with financial services especially prominent among the industries represented. Other represented areas include investment management, education, and nonprofit organizations.
  • Company size — Mid-market: Organizations with 51–1,000 employees make up the clearest concentration.
  • Company size — Small business: Organizations with 50 or fewer employees are also represented.
  • Company size — Enterprise: Organizations with more than 1,000 employees are represented as well.
  • Industry — Financial services: This is the most prominent industry group, alongside investment management.
  • Industry — Education and nonprofit: Both are recurring areas of use.

How long does it take to implement Board Intelligence across a team?

Implementation experiences range from a same-day start to a few months, with getting live in under a month the most common reported experience. Some teams describe longer rollouts as well.
Time to go live Relative frequency
Under 1 month Most common
1–3 months Also commonly reported
Under 1 day Reported for quick starts
3–6 months or longer Less common, but reported

What customer support options does Board Intelligence provide, and how do users find the overall support experience?

Board Intelligence offers email, phone, and chat support, with 24/7 access to a live representative. The support experience is a consistent strength: users describe responses as fast, knowledgeable, and helpful, including during onboarding and when resolving access or technical issues.

What is the experience like for teams switching to Board Intelligence from another tool?

Switching to Board Intelligence from other board portals—including Diligent Boards, Nasdaq Boardvantage, and VirtualBoardroom—has been associated with a more straightforward user experience, improved functionality, and, in some cases, a more favorable cost model. The transition is often described as smooth, with onboarding and responsive support helping teams get established; some organizations also report setup or authentication work that needed extra attention.

What features or capabilities could make Board Intelligence even more useful?

Board Intelligence could be more useful with added flexibility in how teams organize, format, and manage board materials. Recurring areas for improvement include:
  • More control over agendas and templates: Expand options for formatting, customization, and reusing or editing agenda structures.
  • Smoother document handling and navigation: Make it easier to organize, find, compare, and move papers, particularly across shelves and large packs.
  • Clearer administration and permissions: Give administrators more self-service control over user access and common account tasks.
  • Stronger AI minute drafting: Improve the accuracy, style, and ease of use of AI-generated minutes.

How useful do Board Intelligence users find its AI features in everyday use?

AI is useful in everyday work when it helps users summarize board materials or prepare a first draft of meeting minutes, saving time and making key information easier to review. The experience is not uniformly polished: users describe minute drafts as needing refinement for accuracy, style, and meetings that do not follow the agenda closely, and some find the tools less intuitive or costly as add-ons.

Is Board Intelligence considered safe and secure for handling data?

Users describe Board Intelligence as a secure place to store and share confidential board papers, with access controls helping keep materials limited to the intended audience. Keeping documents in a central portal can also reduce reliance on email attachments and make it easier to manage current and historical papers. Secure sign-in is part of that experience, though access and authentication can sometimes be a source of friction, so teams should consider how they will manage permissions and user access.

Board Intelligence Reviews (274)

Reviews

Board Intelligence Reviews (274)

4.6
274 reviews

What do users say?

Generated using AI from real user reviews

Pros & Cons

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KW
Kelly W.
Board Support Assistant
Mid-Market (51-1000 emp.)
"Board Intelligence Makes Board Pack Production Effortless"
5/5
What do you like best about Board Intelligence?

Board Intelligence is really intuitive, and it makes my life much easier when I’m producing board packs. Its modern design, along with its wide range of features, makes it a great platform to use. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Some of the features are still in development however saying that the team are always really responsive. Review collected by and hosted on G2.com.

BB
Bruna B.
Executive Assistant to MD and General Counsel
Small-Business (50 or fewer emp.)
Originally submitted 10/30/2024
"Very helpful platform for compiling Board Packs"
5/5
What do you like best about Board Intelligence?

Board Intelligence really simplifies the entire Board Pack experience, from creating the agenda to pulling the full pack together. Nothing gets forgotten. Customer Support is exceptional too: any issues are dealt with immediately and explained in layman’s terms, which makes everything very easy to understand. Names to note that have been particularly helpful to me: Harry Forbes, Michael Kuti, Tom Abbott, Elif Baran, Jerome Sweeney and Hannah Matoko. BI is also very user-friendly, and I especially appreciate that there’s no need to renumber agenda items, since number reformatting can be such a pain! Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I can't think of any dislikes at the moment...! Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello Bruna,

Thank you very much for you kind words, I will pass along your feedback to our support team, this will make their day!

I am also very happy to read that you are having such a positive experience on the portal and that the creation of agendas and packs has become a simpler process.

We welcome all feedback so please do keep us updated on your future experiences.

Wishing you all the best,

The BI Team.

Sean S.
SS
Sean S.
Corporate Administrator
Mid-Market (51-1000 emp.)
"Board Intelligence Elevates Board Reporting Clarity and Governance"
5/5
What do you like best about Board Intelligence?

Board Intelligence is a very effective platform that has helped improve the quality and clarity of board reporting. It makes it easier to present information in a concise, structured, and meaningful way, which supports better decision-making and stronger governance. The platform is user-friendly, practical, and adds real value for teams producing board and executive papers. Most importantly, setting up my account was very quick and was handled efficiently by Tom from the Board Intelligence team. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

There can be a bit of a learning curve at first, but the structure quickly becomes valuable. Review collected by and hosted on G2.com.

Dara B.
DB
Dara B.
company secretary
Mid-Market (51-1000 emp.)
Originally submitted 9/23/2026
"Intuitive, Reliable, and Backed by Highly Responsive Support"
4.5/5
What do you like best about Board Intelligence?

Board Intelligence is very intuitive and easy to use. It simplifies the board pack process and makes it easy to access meeting materials. Elif Baran from the customer support team was very helpful today, the team in general is very responsive and makes life easier with all their help Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I have not encountered any significant issues with Board Intelligence. The platform is user-friendly, reliable, and meets our requirements effectively. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Streamlined Board Packs with Exceptional Support from Board Intelligence"
5/5
What do you like best about Board Intelligence?

What I like best about Board Intelligence is how much it simplifies the board pack process for our Company Secretarial team. We use it extensively to prepare and distribute board packs, and it provides a structured, efficient and user-friendly platform for managing board materials.

Equally impressive is the quality of the support team. Since joining my current role, I've reached out for assistance with user access on multiple occasions, both for myself and for colleagues joining or rejoining the team. Every request has been handled promptly, professionally and with a genuine willingness to help. Michael Kuti and Jerome Sweeney, in particular, have consistently provided outstanding support and made the onboarding process seamless.

The combination of a reliable product and exceptional customer service makes Board Intelligence a valuable part of our governance and board management processes. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I have had a very positive experience with Board Intelligence and there is nothing significant that I dislike. If anything, additional self-service functionality for certain administrative tasks could further improve the user experience, but the excellent support team has always been quick to assist whenever needed. Review collected by and hosted on G2.com.

JB
Jess B.
Enterprise (> 1000 emp.)
"Intuitive Board Portal That Streamlines Governance, Backed by Excellent Support"
5/5
What do you like best about Board Intelligence?

I like that Board Intelligence is really intuitive and straightforward, and works well for our governance processes. It helps us distribute information smoothly to the board and executive team, order papers and share them through a secure portal. It streamlines our board and committee process by making it easier to manage papers, collaborate with stakeholders and keep everything in one place. That reduces the administrative burden and makes things easier for our team and users. Our board like and use it too. I value the board pack creation tool most. The minute writer has reduced how many people we need to send to meetings, which has saved us a lot of time, and setting it up was incredibly easy. I also appreciate the excellent, personal customer support. The team is incredibly responsive and happy to help, whether I have a quick question or need help getting more out of the platform. Harry Forbes has been extremely helpful. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I have no suggestions for improvements to the main tool. The Minute Writer has a few minor improvements, mainly the four-hour limit for recording meetings. I understand these are in the pipeline, and it will be good once the limit is increased. Review collected by and hosted on G2.com.

SW
Suzanna W.
Enterprise (> 1000 emp.)
"Effortlessly Simplifies Board Pack Production"
4.5/5
What do you like best about Board Intelligence?

I find Board Intelligence incredibly easy to use and navigate. It's user-friendly, which makes collating board packs much simpler and quicker compared to doing it manually. The agenda writing and file dropping feature is extremely intuitive and efficient. I appreciate how you can click on an agenda item and be taken directly to the relevant section in the board pack, which is very helpful for directors who are reviewing the materials. The setup process was also very easy, and overall, I find it much better than other board portals I've used in the past. It saves me time to work on other things. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I've recently started using the minute writing feature, and I definitely think it could be improved. There are other AI tools that write in a more appropriate and stylistically better manner for board use. Board Intelligence could really enhance this feature since the technology already exists. While I like how it pulls out sections of board packs for minutes, the minute writing itself is quite poor. My own minute writing and others, whether by a human or AI, are superior to Board Intelligence's capability in this area. Review collected by and hosted on G2.com.

dayvena O.
DO
dayvena O.
Company secretary
Mid-Market (51-1000 emp.)
"Streamlined Board Governance with Intuitive Document Management"
5/5
What do you like best about Board Intelligence?

Board Intelligence streamlines board governance with intuitive document management, efficient approvals, clear audit trails, and a user-friendly platform that enhances collaboration. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The platform can occasionally be slow, and some workflows require multiple clicks. Greater flexibility in document management, search functionality, and notification settings would improve the overall user experience and efficiency, particularly when managing large volumes of board materials and approvals. Review collected by and hosted on G2.com.

DM
Devina M.
Interim Company Secretary
Enterprise (> 1000 emp.)
"Dedicated Support That Brings Peace of Mind"
4/5
What do you like best about Board Intelligence?

I actually like the fact that using a dedicated support team member calms me and lets me know that my issue is being taken on board Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

In the beginning, the lack of communication or advice from team members Review collected by and hosted on G2.com.

Dave G.
DG
Dave G.
Director of Social Responsibility and Sustainability
Small-Business (50 or fewer emp.)
"Secure, Easy Access to Board Papers in One Central Repository"
4.5/5
What do you like best about Board Intelligence?

Board Intelligence provides an easy to use, secure means of helping me discharge my responsibilities as a non-executive director of a charitable trust. By providing access to all papers current and previous in one central book shelf repository, I find it easy to check through what’s new, and remind myself of previous decisions Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

One potential downside is loss of access to any papers if I fail security

I would like additional features such as ability to annotate or two having board packs presented in separate files for each paper Review collected by and hosted on G2.com.

Questions about Board Intelligence? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Rawan A.
RA
Rawan Alrawi
•
Last activity 5 months ago

How has Board Intelligence helped you manage and access board packs in one place?

Pricing Options

Pricing provided by Board Intelligence.

Basic

$30.00
Per Month
Board Intelligence Comparisons
Board Intelligence Features
E-Signatures
Permissioning
Annotations and Notes
Scheduling
Agenda builder
Meeting Minutes