--- title: Board Intelligence Reviews meta\_title: 'Board Intelligence Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 239 reviews by the users' company size, role or industry to find out how Board Intelligence works for a business like yours. aggregate\_rating: rating\_value: 4.6 review\_count: 239 scale: '5' date\_modified: '2026-08-11' parent\_category: name: Collaboration & Productivity url: https://www.g2.com/categories/collaboration-productivity ---

# Board Intelligence Reviews & Product Details

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Board Intelligence is a type of board technology solution designed to help organizations enhance the effectiveness and efficiency of their governance processes. This innovative platform is tailored for board members and governance teams, providing them with the tools necessary to streamline board operations and improve decision-making. By leveraging advanced AI-powered software and advisory services, Board Intelligence transforms traditional boardroom practices into a more dynamic and impactful experience. Targeted primarily at leaders within large organizations, including those in the Fortune 500, FTSE 100, and OMX 30, Board Intelligence serves a diverse audience of executives, directors, and governance professionals. The platform is particularly beneficial for those seeking to optimize their board processes, ensuring that meetings are more productive and that strategic decisions are made with greater insight. By distilling two decades of boardroom experience into its offerings, Board Intelligence addresses the unique challenges faced by governance teams in today’s fast-paced business environment. Key features of Board Intelligence include a suite of AI-driven tools that facilitate the preparation and management of board meetings, as well as comprehensive analytics that provide insights into board performance. These tools help governance teams save time by automating routine tasks, such as document distribution and agenda setting, allowing members to focus on strategic discussions. Additionally, the platform offers tailored reporting capabilities that enable boards to assess their effectiveness and identify areas for improvement, ultimately enhancing their contribution to organizational success. The benefits of using Board Intelligence extend beyond mere efficiency gains. By improving the quality of board interactions and decision-making processes, organizations can experience a significant impact on their overall performance. The platform empowers boards to operate more cohesively, fostering better communication and collaboration among members. This, in turn, leads to more informed decisions that align with the organization’s strategic goals, thereby driving long-term success. In a landscape where effective governance is paramount, Board Intelligence stands out as a comprehensive solution that combines technology with deep industry knowledge. Its focus on enhancing board effectiveness not only saves time but also elevates the role of governance teams within organizations, making them integral to achieving strategic objectives.

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Product Website
Board Intelligence
Seller
[Board Intelligence](https://www.g2.com/sellers/board-intelligence)
Discussions
[Board Intelligence Community](https://www.g2.com/products/board-intelligence/discuss)
Languages Supported

English

Solution Type

Best-of-Breed

Overview by
Tim Brook (Creative Director)

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## Value at a Glance

Averages based on real user reviews.

### Time to Implement

1 month

[
View More Pricing Information
](https://www.g2.com/products/board-intelligence/pricing)

## Board Intelligence Integrations
(1)

What do users say about integrations?

Verified by Board Intelligence

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Microsoft Outlook

](https://www.g2.com/products/microsoft-outlook/reviews)

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NN

Nomqhele N.

Deputy Company Secretary

Small-Business (50 or fewer emp.)

7/15/2026

Business partner of the seller or seller's competitor, not included in G2 scores.

"Saves Time with Ready-Made Agenda Templates"

4.5/5

What do you like best about Board Intelligence?

I like having the option not to start an agenda from scratch and instead being able to choose between different bookcases for the agenda I want to use. It saves a lot of time. Also, the people l've worked with on separate occasions Rukmini Mukherjee and Michael Kuti have been amazing, made the experience easy and breezy, professional, friendly and efficient. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The downside is that there’s no option or service to help with drafting minutes, which would make Board Intelligence the Walmart of Company Secretaries. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

Board Intelligence enables me to securely manage confidential board information, maintain a comprehensive stakeholder database, streamline board pack administration, strengthen governance controls, reduce administrative errors, and focus more of my time on delivering high-quality company secretarial and governance support. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

TG

Terence G.

Head of Directorships &amp; Board Governance

Mid-Market (51-1000 emp.)

4/27/2026

"Intuitive, Versatile, and Backed by Outstanding Support"

4.5/5

What do you like best about Board Intelligence?

Board Intelligence proved to be the best possible choice for our organisation. Its intuitiveness and ease of use are a big plus which contributed to a seamless integration with our systems, but I also have to point out that the level of support from their Support Team is second to none. In addition, I would also like to point out that the produce is highly versatile and from our perspective, we could easily apply it to our internal group structure but also on the client side as a CSP. Given to its ease of use, its performance is excellent and we have encountered very few issues and where we have, they have easily been solved by their excellent support. I've recently been invited to review a couple of similar products in the market just as a point of interest and I have to point out that for our specific needs, the pricing is highly competitive. On the AI front, it is clear that they have made great strides though we are not availing of this particular service given that we have our own internal systems which serve their purpose at this moment in time. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

It’s difficult to find anything negative to say about it, but if I’m being constructive, I’ve received various internal comments about its ability to act as a repository for signed documents. While I always explain that this isn’t its specific purpose and that there are workarounds to achieve this, from a development perspective it may be something worth considering going forward. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

From our perspective, it really comes down to ease of use and the versatility to tailor it both for internal use and as a profit centre on the client-facing side. The benefits are clear: it saves time, avoids having to send large packs over email, and improves security. Review collected by and hosted on G2.com.

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Response from Lewis Morley of Board Intelligence

[Editedit](https://www.g2.com/survey_responses/board-intelligence-review-12692641/official_response/edit)

Hi Terence,

Thanks for such a thoughtful and considered review. It is genuinely great to hear how well Board Intelligence has fitted into your organisation, particularly around the ease of integration and how smoothly it has supported both your internal structure and client-facing work. It is also really encouraging to hear how much value you have found in the consistency of the platform and the support experience, especially when things have needed attention along the way.

It is interesting and helpful to hear the feedback around using the platform as a repository for signed documents. We do understand why that expectation as a repository comes up, and your point about potential workarounds and future consideration is a fair and constructive one that we will make sure is shared with the relevant team.

We also really appreciate your broader reflections on value and fit, especially given your perspective on comparable tools. It is always useful for us to understand how Board Intelligence sits in that wider landscape for organisations like yours.

As you continue working with the platform, please do keep us updated with your experiences over time. It is always valuable for us to hear how things evolve in real use, and we look forward to continuing to support you as your needs develop.

All our very best,

The BI Team.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

AS

abbie s.

Administrator

Mid-Market (51-1000 emp.)

6/12/2026

"Easy, Organized Board Packs with a Professional Finish"

5/5

What do you like best about Board Intelligence?

It makes it much easier to put together and share board packs with clients. It helps keep everything organized, makes the process more efficient, and gives the final output a professional feel. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Some parts of the platform aren’t as intuitive as they could be, for example highlighting to delete words moves the entire line of an agenda, so quick updates can take longer than expected. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

It helps solve the challenge of putting together and distributing board packs in a clear, organized, and efficient way. It reduces the amount of manual coordination involved, helps keep materials consistent, and makes it easier to share information with clients. For us, that means a smoother process and less time spent managing documents. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

SC

shannon c.

Mid-Market (51-1000 emp.)

8/4/2026

"Efficient Board Pack Creation with Quick Support"

4.5/5

What do you like best about Board Intelligence?

I like that Board Intelligence makes it efficient to create agendas and prepare multiple board packs across clients while keeping consistency. I have been working with Harry Forbes to amend the branding templates, and this was done quickly. Even when he couldn't add exactly what we wanted, we had a workaround. I like how the team is very communicative and quick to help. The initial setup of Board Intelligence was very easy. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Sometimes there are glitches between packs when amending 2-3, and it can move you back to an older pack. I think this might be more of a system issue. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

I use Board Intelligence to efficiently create agendas and prepare multiple board packs across clients, maintaining consistency. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Evelyn H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Evelyn H.")
EH

Evelyn H.

Executive Assistant to CEO

Mid-Market (51-1000 emp.)

5/27/2026

"Board Intelligence increases efficiency"

5/5

What do you like best about Board Intelligence?

I find Board Intelligence to be a useful reference tool for our Board of Trustees and for us as administrators - really simple to use when putting together meeting packs and an excellent reference base for everyone. Less "can you just send me" queries! Onboarding is so easy! We can set new users up in minutes and they are off and rarely have any problems - the set up is intuitive and easy to understand. When a question does arise, as it did this week, the helpdesk is first class. This week, they responded to my query in less than 30 minutes (thank you Yasmin Mowafy, Customer Support Team Lead). Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

It's a bit of an investment, but I think is worth it. We were asked to sign up for AI minute writing and report writing but it was out of our price range (although the charity discount on Board Intelligence sign-up is appreciated!). Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

Board Intelligence saves us a whole lot of time! As administrators the Agenda preparation, drag and drop, the ability to reorder Agendas quickly - it saves so much time and is so easy to do! No more late nights gathering papers together into a pdf. It can handle large documents so no more system crashes. It's all collated in minutes and sent out to our Trustees quickly and efficiently, and it's so simple for them to access, refer to, add their notes, too. Documents are stored safely and confidentially, we avoid printing papers now and encourage Trustees to use secure iPads with the Board Intelligence app installed. Easy and secure. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

AA

Afshan A.

Trainee Company Secretary

Mid-Market (51-1000 emp.)

3/25/2026

"Easy-to-Navigate Portal with a Feature-Rich, User-Friendly App, and amazing support team"

5/5

What do you like best about Board Intelligence?

I like that the portal is very easy to use and navigate, the shelves are clear and various meetings can be added. The app version is user friendly, with various features such as note making, bookmarking, now an additional feature of InsightDriver which can allow more in depth conversatoins Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The current issue I have is that if your pack is published and you make changes to the pack, there is no way to undo these, especially when you have to make changes. Though, the team is really helpful and suggested the change to the products team to look into Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

Agenda planning - the new update whereby we can drag and drop agenda items from different meetings, it has really helped as before we'd have to open individual agendas to make changes, and now it is streamlined, allowing more flexibility Review collected by and hosted on G2.com.

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Response from Lewis Morley of Board Intelligence

[Editedit](https://www.g2.com/survey_responses/board-intelligence-review-12542151/official_response/edit)

Thanks for your review, we really appreciate it.

It’s great to hear you’re finding the platform easy to navigate and that features like shelving, the mobile app, and Insight Driver are supporting more effective meetings and discussion and that the drag-and-drop agenda updates are making planning more efficient and flexible.

In relation to the ability to undo changes, our product team are great at picking up and implementing users feedback so this is certainly a space to watch as we continue to improve on the features and control we offer. That said we do have some options like pack cloning that could be a useful option when making changes to current published packs, this would act as a safety net, should any changes need to be reverted.

Thanks again for sharing your experience!

All our very best,

The BI Team.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Jamie W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jamie W.")
JW

Jamie W.

Chief Governance Officer

Mid-Market (51-1000 emp.)

3/2/2026

"Fast, Effective Pack Portal & Board Effectiveness Reviews"

5/5

What do you like best about Board Intelligence?

The speed and effectiveness of the board pack portal is great. It makes it very quick and easy to compile and circulate board packs. The 24/7 customer support team are also great at dealing with any issues that crop up. I use Board Intelligence on an almost daily basis and it is one of my favourite products/tools. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The layout of our board pack portal changed w/e 1 February 2025 following our decision to onboard a separate Board Intelligence product (Board Surveys). I preferred the layout of the old portal which looked more professional. We also had some speed and performance issues associated with that change, however, BI's customer support team have looked into this and those issues do now appear to have been fixed. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

My team are required to run about 200 board and committee meetings per year so we need to ensure that the packs for these meetings are quick to produce and look and feel polished and consistent for our internal stakeholders. We've used Board Intelligence since around 2018 to help us with this and it has been fantastic compared to a previous paper based and/or less slick PDF compilation process. I have also recently on-boarded a new Board Intelligence product - Board Surveys - since 1 Feb 2025. It is too early stages for me to give detailed feedback on that product but so far it looks good and is helping us solve a separate problem regarding our internal board effectiveness reviews. Review collected by and hosted on G2.com.

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Response from Lewis Morley of Board Intelligence

[Editedit](https://www.g2.com/survey_responses/board-intelligence-review-12426980/official_response/edit)

Hello Jamie,

Thanks so much for taking the time to share this, given how heavily you’re using the platform your feedback is genuinely useful for us .

It’s great to hear how much of a difference the speed and ease of building board packs is making for you, particularly with the sheer number of meetings you’re running each year. And being called one of your favourite tools definitely means a lot! Really glad to hear the support team has been there for you when needed too, they will be very happy to have been mentioned.

On the portal changes, I completely understand your point; When you’re used to a certain look and feel (especially one that felt more polished), changes can be a bit jarring and it’s really helpful to hear your perspective on this as it will help us to shape future changes.

It’s also brilliant to hear how far things have come since the old paper/PDF days, that’s exactly the kind of transformation we’re aiming to support.

I do hope your experience with Board Surveys is as positive an experience as you have had with rest of Board Intelligence, we would be very keen to hear your feedback on this as your time with the product grows.

Really appreciate you sharing.

All our very best,

The BI Team

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Ines G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ines G.")
IG

Ines G.

Legal Assistant

Enterprise (\> 1000 emp.)

5/12/2026

"Streamlined Board Management"

5/5

What do you like best about Board Intelligence?

I use Board Intelligence to access and manage board and committee papers. It helps me create agendas, meeting packs, and request paper submissions without the headache of managing multiple document versions, as submissions are made directly. I love the ability to build, manage, and distribute packs electronically, which really reduces manual effort and risks that come with preparing meetings. Having everything on a single platform is so much more controlled, and centralized pack management means directors always get the most current versions, even with last-minute updates. I also find updating agendas really easy since it automatically renumbers. The security aspect is impressive too, as it eliminates the need for email attachments, providing a central repository for historical meetings. Setting it up was quite smooth for me. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Managing permissions and supporting less frequent users can be a bit of a challenge. Board members adapt quickly, but new joiners and other less frequent users will need more guidance and support because it's not that intuitive. It's also difficult to get a quick view of access and permissions or where certain controls sit. Some functions are hidden unless you know where to look. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

I use Board Intelligence to create and manage agendas and meeting packs. It solves my pain points around managing board materials securely, eliminates email exchanges, and ensures directors access the latest versions. The platform reduces duplication and makes updating agendas and accessing centralized documents easy. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

ER

Emma R.

Mid-Market (51-1000 emp.)

5/11/2026

"Effortless, Secure Board Pack Management"

4.5/5

What do you like best about Board Intelligence?

I like that Board Intelligence is intuitive, with the board packs clearly labeled and easily accessible. I appreciate the ability to send board packs to multiple people simultaneously, which helps with version control. I also enjoy how it combines all papers into a singular PDF pack, which improves the circulation of board papers to committees or board members, making it more efficient and easier for recipients to review. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I find the process of adding people to the circulation list unclear and could use a better explanation for new users on what happens when a board pack is published on Board Intelligence. It would be helpful to have a tab within the board pack edit version that shows who the pack will be visible to when published and the ability to add new recipients. Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

I use Board Intelligence to securely circulate board packs, enhancing security and accessibility. It improves efficiency in sending materials to multiple recipients and managing version control. The intuitive interface makes board papers easier to review and consolidates them into a singular PDF for simplicity. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

BB

Bruna B.

Executive Assistant to MD and General Counsel

Small-Business (50 or fewer emp.)

10/30/2024

"Very helpful platform for compiling Board Packs"

5/5

What do you like best about Board Intelligence?

Board Intelligence simplifies the whole Board Pack experience - from Agenda creation to pulling whole packs together. Nothing is forgotten! Customer Support is also exceptional - any issues are dealt with immediately and in layman's terms, therefore very easy to understand. BI is also very user friendly - I quite appreciate that there's no need to renumber agenda items as number reformatting can be 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 momemt...! Review collected by and hosted on G2.com.

What problems is Board Intelligence solving and how is that benefiting you?

Negates the need to create new Agendas and packs from scratch and having to remember to include different papers from various members of the Board - this in itself is s huge time saver Review collected by and hosted on G2.com.

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Response from Lewis Morley of Board Intelligence

[Editedit](https://www.g2.com/survey_responses/board-intelligence-review-10431079/official_response/edit)

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.

5/11/2026
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

## 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.

[
Ask about Board Intelligence
](https://www.g2.com/products/board-intelligence/discussions/new)

 ![Rawan A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rawan A.")
RA

Rawan Alrawi
•
Last activity 2 months ago

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

1 Upvote

0

[
Join the conversation
](https://www.g2.com/discussions/how-has-board-intelligence-helped-you-manage-and-access-board-packs-in-one-place)

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## Pricing Insights

Averages based on real user reviews.

### Time to Implement

1 month

### Return on Investment

9 months

### Average Discount

11%

[
View More Pricing Information
](https://www.g2.com/products/board-intelligence/pricing)

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##### 
##### Board Intelligence Features

Meeting Management

Scheduling

Agenda builder

Meeting Minutes

Board Tools

E-Signatures

Permissioning

Annotations and Notes

[
View More Features
](https://www.g2.com/products/board-intelligence/features)

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