---
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: '2026-08-14'
parent_category:
  name: Collaboration & Productivity
  url: https://www.g2.com/categories/collaboration-productivity
---


# Board Intelligence Reviews
**Vendor:** Board Intelligence  
**Category:** [Board Management Software](https://www.g2.com/categories/board-management)  
**Average Rating:** 4.6/5.0  
**Total Reviews:** 239
## About Board Intelligence
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.



## Board Intelligence Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Board Intelligence, enjoying its user-friendly interface and straightforward access to documents. (39 reviews)
- Users rave about the **exceptional customer support** of Board Intelligence, noting quick responses and effective issue resolution. (36 reviews)
- Users find Board Intelligence to be an **intuitive platform** , enhancing collaboration and simplifying the management of board papers. (13 reviews)
- Users value the **efficient document management** of Board Intelligence, streamlining processes and enhancing communication for boards. (12 reviews)
- Users value the **increased efficiency** of Board Intelligence, streamlining document access and enhancing communication within boards. (9 reviews)
- Users find Board Intelligence to be a **very intuitive system** that simplifies processes and enhances user experience. (9 reviews)
- Upload Ease (9 reviews)
- Accessibility (8 reviews)
- Board Management (8 reviews)
- Communication Efficiency (8 reviews)

**What users dislike:**

- Users find the interface **not intuitive** , making navigation challenging and less user-friendly overall. (5 reviews)
- Users find it inconvenient that Board Intelligence lacks **automatic agenda point transfer** , complicating their agenda management experience. (4 reviews)
- Users find the **learning curve challenging** at first, especially for those unfamiliar with digital board tools. (4 reviews)
- Users face **login issues** , including tedious password changes and awkward switching between boards that disrupt workflow. (4 reviews)
- Users feel the **navigation difficulty** hinders their efficiency, as the interface is visually overwhelming and cumbersome. (4 reviews)
- Users find **limited formatting options** frustrating, as layouts and file uploads often require adjustments before finalizing documents. (3 reviews)
- Users find the **limited functionality** of Board Intelligence restricts flexibility and lacks essential tools like voting options. (3 reviews)
- App Usability (2 reviews)
- Complexity (2 reviews)
- Users find the **document management cumbersome** , especially with limited editing options and unappealing templates. (2 reviews)

## Board Intelligence Reviews
  ### 1. Very helpful platform for compiling Board Packs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bruna B. | Executive Assistant to MD and General Counsel, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2024

**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...!

**What do you dislike about Board Intelligence?**

I can't think of any dislikes at the momemt...!

**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

**Official Response from Lewis Morley:**

> 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.

  ### 2. Amazing Help Desk team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 26, 2024

**What do you like best about Board Intelligence?**

It's easy to use and easy to make changes.  Gone are the days of working late trying to produce a single pdf document to send via email.  
The customer support is excellent.  Someone is always available and very knowledgeable. My last query was resolved in record time.

**What do you dislike about Board Intelligence?**

I can't really think of anything. Its's excellent

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

It is a safe and secure platform that is easy to access in multiple ways for our Board members.  It is easy to use, takes up a lot less time than any other platforms I have used and makes my job much less complicated.

**Official Response from Lewis Morley:**

> Hello, 

Thank you for your lovely feedback, we are so pleased to hear that the Board Intelligence platform is providing such positive benefits to you and your board members and that the features and time saving tools are hitting the mark.

Its great to hear that you have not found any areas of dislike however should this change we are always receptive to feedback so please do keep us updated on your continued experience. 

Thank you once again. 

The Bi Team.



  ### 3. BI 24 hour support is the best thing in the board platforms universe

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 28, 2025

**What do you like best about Board Intelligence?**

Their 24 hour support is flawless, intuitive, spot-on and very quick. I also very much appreciate that there is a human responding and not a chatbot. They make using the platform a thousand times better!

**What do you dislike about Board Intelligence?**

The platform itself is a bit difficult to navigate if you are the pack builder. Also, being able to cross-reference packs/pages is difficult and viewing two pages from two different packs next to each other (ex., main paper + its appendix) glitches quickly.

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

Confidentiality, pack storage and access, ease of reference during meetings

**Official Response from Lewis Morley:**

> Hello Keti,

Thank you for your kind words about our 24-hour support! We're glad to hear that our human touch has made your experience so much better, I will be passing along your feedback to the team.

We appreciate your insights regarding the platform's navigation for pack builders, and the challenges with cross-referencing packs and pages, however we would very much like to discuss these with you in more detail so as to better understand the items you have mentioned as I strongly believe we can help to iron these out for you and improve your experience. 

We also hold regular training sessions that provide useful tips on how to best use and get the most from the platform should this be of interest to you. 

Please do reach out to our support team who will be glad to assist you with the above.

Wishing you all our best,

The BI Team. 

  ### 4. Efficient Platform with Outstanding Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laetitia S. | Senior Corporate Secretary, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2025

**What do you like best about Board Intelligence?**

What I like most about Board Intelligence is the combination of an intuitive, user-friendly platform and an outstanding support team. The tool simplifies document management and board preparation, while the support team is always available, quick to respond, and incredibly helpful.

**What do you dislike about Board Intelligence?**

There’s very little to dislike about Board Intelligence, but occasionally the interface can feel a bit rigid, and some actions require multiple steps when they could be simplified. However, these are minor points compared to the overall efficiency and reliability of the tool.

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

Board Intelligence helps streamline the creation, review, and distribution of board and committee materials. It eliminates the inefficiency of managing multiple document versions, lengthy email chains, and manual updates.
By centralising everything in one secure and user-friendly platform, it saves significant time and ensures everyone is working from the latest information. It also improves governance and transparency, making board communication more effective and traceable.

**Official Response from Lewis Morley:**

> Hello Laetitia,

Thank you for your thoughtful review of Board Intelligence! We're thrilled to hear that you have found our intuitive platform so user-friendly and the dedication of our support team has been well received.

We're also glad to see that our features are helping to streamline many of your processes while improving transparency for your board communications.

Your feedback regarding the interface is valuable, and we’re always striving to enhance user experience, we would love to gain some more detail to better understand your experience so please do reach out to our support team who may be able to simplify some of these steps.

Wishing you all the best,

  ### 5. Excellent Training and Outstanding Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Utilities | Enterprise (> 1000 emp.)

**Reviewed Date:** November 24, 2025

**What do you like best about Board Intelligence?**

Excellent training on communicating to Board members and senior corporate leaders. Taking the Board Intelligence training changed the way I thought about writing and presenting to our Board, and I've shared those insights with my team members over the years. I've also found the Board Intelligence service team to be highly responsive and helpful.

**What do you dislike about Board Intelligence?**

The ideal collaboration probably has everyone working within Board Intelligence, which can introduce complications if you have a lot of collaborators on a paper across your company.

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

There is an art and science to communicating effectively with a Board, and these are not things that are commonly taught in typical corporate training. Board Intelligence provides a one-stop-shop to learn the "theory" and then use tools specifically geared toward creating effective Board communications.

**Official Response from Lewis Morley:**

> Thank you very much for your thoughtful review! We're thrilled to hear that the Board Intelligence training has positively impacted your approach to communicating with Board members and senior leaders. We take pride in equipping our users with both the theoretical knowledge and practical tools needed for effective Board communications. 

Thank you also for raising your concerns, I can assure that Board Intelligence is very much geared towards collaboration, with our annotations feature, the power to collaborate with as many or as few fellow readers puts the freedom in your hands while allowing you to retain control. Should you wish to discuss best use cases and how annotations can work for you please do give our support team a call and they will gladly give you some helpful pointers.

I am very happy to hear your experience with our service team's has been so well received, we strive to support our users every step of the way, so if things do go wrong you can rest assured there will always be someone on hand to help.

We look forward to continuing to support you and your team into 2026.

All our very best,

The BI Team.

  ### 6. Efficient, Fast Support and Simple Navigation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 11, 2026

**What do you like best about Board Intelligence?**

The support from BI is very efficient and very quick to resolve any queries.

BI is very simple to navigate

**What do you dislike about Board Intelligence?**

There are not really areas I dislike about BI

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

Recently BI helped us implement MFA across all users for the business. The response on how to implement this was very quick and a full explanation was given

**Official Response from Lewis Morley:**

> Thank you for your kind review.

We’re delighted to hear that your experience with our support team was efficient and responsive, providing clear guidance and quick resolutions is something we take great pride in. 

We’re especially pleased that we could support you with the successful MFA implementation. Strengthening security while ensuring a smooth rollout is incredibly important, and we’re glad the process felt clear and well-supported.

Thank you again for your feedback. 

All our very best, 

The BI Team.

  ### 7. Intuitive platform and fast and efficient customer service

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 19, 2025

**What do you like best about Board Intelligence?**

I find Board Intelligence to be a very intuitive platform and we have had feedback across the company that processes have become simpler and easier since using BI. Circulating and creating board packs is an easy process to follow and the bookcases are useful for storing past / signed papers. The customer service provided is always top tier - the team at BI are very responsive and willing to help.

**What do you dislike about Board Intelligence?**

No downsides of using BI. The only thing I would request is an 'undo' button when creating agendas, and perhaps making it a bit easier to format.

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

BI helps to solve inefficient reporting and preparation. BI helps standardize reporting, ensure compliance, audit readiness, and a clear record of board discussions and decisions. The platform also streamlines workflows, reducing rework and last-minute stress, freeing up time for higher-value tasks.

**Official Response from Lewis Morley:**

> Thank you for sharing your feedback on Board Intelligence! 

It’s great to hear of your positive experiences creating and circulating board packs, as well as utilizing bookcases for document storage. It's also great to know that the customer service team has been responsive and helpful.

I appreciate your suggestions for an 'undo' button and easier formatting options for agendas, I will be passing your feedback along to our product team for consideration. 

Please do let us know if you have any further feedback or suggestions.

All our best,

The BI Team.

  ### 8. Next level Board portal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cerian T. | Company Secretary, Investment Management, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 14, 2025

**What do you like best about Board Intelligence?**

What's most helpful about the Board intelligence portal is the ability to sort agenda items based on their relevance to future disclosures in the Annual Report. This is especially valuable when it comes around the preparing the s.172 statement. The agenda planner is also super helpful, being able to drag and drop agenda items from previous years and meetings to create a new agenda and see a schedule of items on the screen for future planning purposes has been very useful to me. It is very easy to use and reliable. Customer Support is exceptional, responsive, the insights provided by the wider team are also interesting and relevant.

**What do you dislike about Board Intelligence?**

Sometimes PDFs which are not created using MS or Adobe corrupt when uploading these to the portal.

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

We use BI for our parent company board, regulated subsidiaries and fund board governance.

**Official Response from Lewis Morley:**

> Hello Cerian,

Thank you for your detailed feedback! We're thrilled to hear that you are finding the Board Intelligence portal helpful, especially the ability to sort agenda items for your annual report and the convenience of the agenda planner. It's great to know that these features enhance have helped with your planning process.

We appreciate your compliments about our customer support team and the insights they have been able to provide. I will be sure to pass along your kind words!

We also understand the issue you've encountered with uploading certain PDFs. We're always making improvements to our service to ensure a smoother user experience and your feedback will be very useful as we move forward, that said our support team are on hand 24/7 to assist if you ever encounter an issue. 

If you have any further suggestions or concerns, please feel free to reach out.

Best regards,

The BI Team

  ### 9. Nyc

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sunny P. | Executive  maintenance Engineer, Electrical/Electronic Manufacturing, Enterprise (> 1000 emp.)

**Reviewed Date:** April 30, 2025

**What do you like best about Board Intelligence?**

I like best about Board Intelligence is how it simplifies complex board reporting and decision-making. It provides a secure, user-friendly platform where leadership teams can access all key information in one place. The clear structure, collaborative tools, and real-time updates help make meetings more focused and productive."

**What do you dislike about Board Intelligence?**

Board Intelligence is highly effective, one area for improvement is its learning curve for new users. Some features can feel complex at first, especially for those less familiar with digital board tools. Additionally, occasional lag or limited offline access can affect usability in low-connectivity areas."

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

solves the problem of inefficient board reporting and scattered decision-making data. It centralizes all relevant documents, improves the quality of board packs, and ensures everyone is working with clear, structured, and concise information. For me, this means less time spent preparing reports, more informed decisions, and more productive meetings."

  ### 10. Board Intelligence - easy to use and great customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Enterprise (> 1000 emp.)

**Reviewed Date:** August 06, 2025

**What do you like best about Board Intelligence?**

The platform is super easy to use — everything’s laid out clearly and the interface is really user-friendly, which makes getting things done a lot smoother as an administrator and pack manager.

The real standout is their customer support team. They’re amazing — always quick to respond (usually within the hour!) and really efficient at sorting out any issues or making changes.

**What do you dislike about Board Intelligence?**

There is nothing I dislike particularly.

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

Board Intelligence provides a secure platform for us to securely share documents and board packs with our clients. You can control who has access to certain items and even prevent clients from downloading content to outside of the Board Intelligence platform which is a great feature for us.

**Official Response from Lewis Morley:**

> Hello and thank you so much for your wonderful review! 

We're thrilled to hear that you find our platform easy to use and that the layout enhances your experience as an administrator and pack manager.

We're especially proud of our customer support team, and it's great to know they’ve made a positive impact on your experience. 

Your feedback on the security features is greatly appreciated, as we strive to provide a reliable way to share documents and board packs. 

If you have any further suggestions or need assistance in the future, please don't hesitate to reach out!

Wishing you all the very best,

The BI Team. 

  ### 11. Great customer service!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** November 07, 2025

**What do you like best about Board Intelligence?**

BI is a very intuitive system and quick to make uploads and amendments.  BI are also very quick at responding to any issues and queries.

**What do you dislike about Board Intelligence?**

I've used systems in the past that include other functions, essentially surveys etc. for board evaluation.

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

We had an issue with BI pack page numbers on our templates.  BI updated the issue and moved the page numbers centralise them to resolve my issue.

**Official Response from Lewis Morley:**

> Thank you for sharing your experience with Board Intelligence. It's wonderful to hear that you find the system intuitive and user friendly, it also reassuring to know your experience with our support team has been so well received. 

Thank you also for your feedback on recommendations for future features, I will pass these along to our product team for consideration however I will say that we have a lot of very exciting things coming soon and to stay tuned for these.

Thanks again for your insights! They offer valuable perspective on both the strengths and potential areas for enhancement within Board Intelligence.

All our best, 

The Bi Team. 

  ### 12. Board Intelligence is logical, intuitive and easy to navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Biotechnology | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 06, 2025

**What do you like best about Board Intelligence?**

The way things are filed and displayed. Like a book case with different shelves. Documents upload very quickly and there are reminders if there's been a new addition or change to the papers. Customer support when I've had problems with access is prompt and solutions are always found.

**What do you dislike about Board Intelligence?**

The company highlights items in the agenda within the main papers but this is not replicated in the 'agenda' short cut tab. It may just be an individual anomaly rather than BI issue.

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

Easy access to current and past papers - both using a computer and phone. Being able to download papers that are then accessible offline is very helpful - especially when travelling

**Official Response from Lewis Morley:**

> Thank you for your insightful review! 

We’re delighted to hear that you appreciate the organization and quick upload of documents, as well as the helpful reminders for updates and it’s great to know that your contact with our customer support team has been so positive.

I would like to speak with you more about the agenda anomaly you have mentioned and would ask you to reach out to our support team who I am certain will be able to assist you with resolving this.

All my best,

The BI Team.

  ### 13. Board Intelligence Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 16, 2025

**What do you like best about Board Intelligence?**

- the support is excellent, one of the best support teams I've dealt with
- the user interface of the app is very intuitive and easy to navigate
- very easy to upload board packs and make amendments
- good features within a board pack like annotations, flicking through the agenda quickly etc

**What do you dislike about Board Intelligence?**

- biometrics is only available on Apple devices. If this could be extended to Windows devices that would be super helpful

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

- our key stakeholders hated the GUI and complained about the ease of use with our old board management software (Diligent Boards)
- they also complained about having to type in a username/password each time on our old software. Since they all have iPads, they enjoy logging in with biometrics as it saves them time

**Official Response from Lewis Morley:**

> Thank you for your kind words! 

We're really happy to hear that your experience so far has been so positive and that Board Intelligence is addressing the challenges you faced with your previous software. 

Thank you also for your insights on the Biometric login, I will be sure to pass this along to our product team future consideration. Your thoughts are invaluable to us as we strive to continuously improve our platform. If you have any more feedback or suggestions, please don’t hesitate to reach out!

All our best, 

The BI Team. 

  ### 14. Efficient system that's easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Board Intelligence?**

I like the simplicity, the engaging interface, the reliability and the excellent support. It has the features we need without being cluttered with extra bells and whistles that we don't need. We use it at least monthly at head office.

**What do you dislike about Board Intelligence?**

The system is quite expensive, more so than other similar products.

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

It saves assembling paper copies, and makes it easier to update papers or add papers at a later date and republish. It's also easier to find different papers by being able to click through the pack using tabs or the contents page.

**Official Response from Lewis Morley:**

> Thank you for your thoughtful review! 

We’re so happy to hear that you appreciate the simplicity, engaging interface, and reliability of our platform and that the system has made it easier for you to manage documents and reduce paper use. 

It’s great to know that our features meet your needs without unnecessary clutter.

If you have any further suggestions or questions, please don’t hesitate to reach out!

All our best,

The BI Team.

  ### 15. Great App, makes Board prep so easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 13, 2025

**What do you like best about Board Intelligence?**

The ease at uploading board papers an how accessible it is to all members. Really great when you have to change something or you are waiting for others to upload their departments, it means no late nights waiting for papers, each department can do it themselves. The customer support is fantastic, huge thanks to Jerome!

**What do you dislike about Board Intelligence?**

It's a shame they can't pick up your agenda sheet and transfer it as agenda points automatically.

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

Collation and distribution of papers are so easy.

**Official Response from Lewis Morley:**

> Thank you for sharing your thoughts! We’re delighted to hear that Board Intelligence is enhancing accessibility for all of your members and that our features are giving you back some of your evenings. I am also very pleased to hear your experience with our support team was so positive, I Will make sure Jerome hears of your kind words!

When it comes to your agenda, we have many features in place that you may find to be of great use.
We would recommend using our built in agenda planner, but options like cloning a previous packs agenda may also suit your needs. If you would like to discuss how these could benefit you please do reach out to our support team who can walk you through some of these. 

With all our best wishes, 

The BI Team,

  ### 16. Quick and responsive support to shelf issue

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** February 26, 2025

**What do you like best about Board Intelligence?**

The system is user friendly from an admin user perspective. It present information clearly to the users and allows a large amount of storage for past information to be accessed.
They have developed it over the years and the use of adding your own columns on agendas has been really beneficial for us. 
Customer support is always really responsive, if I email with a query I will be waiting no longer than 30minutes for a response and the issue is always rectified.

**What do you dislike about Board Intelligence?**

I think a few more shortcuts could be used when preparing agendas to make the process faster, we also struggle with printing certain pages from our downloaded PDF packs which means we have to log into BIQ every time we want to print a specific paper.

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

It allows information to be accessed in one place by the Board and also other Board/Committee members. We have a large amount of Committees so this means we can capture this audience in one place.

**Official Response from Lewis Morley:**

> Hello and thank you for sharing your thoughts on Board Intelligence. It's great to hear that you are finding our system user-friendly and that the usability and customisable features are having such a benefit, improving collaboration and efficiency.

I’m also pleased to know that you have had a great experience with out support team, I will be sure to let them know.

I would very much like to speak with you more about your suggestion to have more shortcuts so that I can fully understand your exact requirements, I would also be keen to assist you with the issues you are facing with printing pages as we may be able to offer an easier solution if we can better understand the issue. Please do reach out to our support team who will be able to assist.

Wishing you all the best, 

The BI Team.

  ### 17. Efficient, User-Friendly, and Fast Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2025

**What do you like best about Board Intelligence?**

Easy to use/ Efficient 
Accessible quickly  
Any query responded to quickly via customer support

**What do you dislike about Board Intelligence?**

Right now it is not available on Android  ..frustrating

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

It si providing an excellent summary of previous minutes -- readily accessible 
It itemises clearly Agenda points dfor discussion 
Its very easy to read and come back to if you are ointerupted

**Official Response from Lewis Morley:**

> Hello, 

Thank you for your thoughtful review! We appreciate your feedback on Board Intelligence and are glad to hear that you find it easy to use and efficient.

We understand your frustration regarding the availability on Android devices however I would like to confirm that our web read function is available, this provides all the same great features as our app and it is accessible on Android. We believe this will enhance your experience even further and welcome you to give our support team a call who can provide more information on this. 

Thank you for being a part of our community, and please feel free to reach out with any more suggestions or thoughts you may have!

All our best, 

The BI Team

  ### 18. Relatively good program

**Rating:** 4.0/5.0 stars

**Reviewed by:** Tariah L. | Corporate Services Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 19, 2025

**What do you like best about Board Intelligence?**

I am an administrator for a board support team and this platform has made my job relatively easier. I like that it's fairly streamlined and allows us to circulate reminders with ease. It also gives you a big picture view of all bookcases a single contact is attached to which is very helpful. Their support team and customer service is excellent and very responsive which makes ironing out kinks quicker than most programs.

**What do you dislike about Board Intelligence?**

I wish they would show the date last modified on the board packs and allow us to have more control within the onboarding process. There are some clients who have their complaints but I feel that it is an overall useful tool.

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

streamlining processes and solidifying uniformity. This is helpful, especially for new starters. It also lowers the duplication of efforts when it comes to manual processes.

**Official Response from Lewis Morley:**

> Hello Tariah,

Thank you for sharing your insights into Board Intelligence! It's great to hear how the easy to use streamlined features on the platform have made your job as an administrator easier and that your new users are finding the platform equally beneficial.  

We greatly appreciate your recommendations for improvement, especially the need for visibility on the last modified dates for board packs. 

We take all feedback onboard as we look for ways to evolve based on user experiences. I have passed your thoughts along to our product team for consideration however it would be great to speak with you more so as to get a better understanding of your exact needs and would ask you to reach out to us to discuss this if you so wish.

My kindest regards,

The BI Team. 

  ### 19. The most efficient support team

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.)

**Reviewed Date:** February 18, 2025

**What do you like best about Board Intelligence?**

The most efficient support team I have ever experienced. Queries are addressed in a short timeframe and very efficiently. 

Overall, BI is a user-friendly platform providing a great opportunity for commissioning papers directly via the platform, avoiding multiple emails and follow-ups for CoSecs. It's also very helpful to have report templates available within BI, and we are actively using these templates for reports throughout boards to have an aligned approach.

**What do you dislike about Board Intelligence?**

It would be helpful to have opportunity of having automatically generated sub-section contents to have a more clear shift between the report and its appendicies in a same manner as we can currently have for sections.

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

A secure platform to share the Board packs with the directors, ensuring that the content is kept in a secure environment.

**Official Response from Lewis Morley:**

> Hello, 

Thank you for your feedback on Board Intelligence! We're thrilled to hear that you find our support team to be the most efficient you've experienced, I will be sure to pass this along to them, it will make their day.

It's great to know that the user friendly nature of the Board Intelligence platform and the availability of report templates have streamlined your paper commissioning process. 

Additionally, it's reassuring to hear that Board Intelligence is helping you maintain a secure environment for sharing your Board packs with directors. Ensuring security while enhancing collaboration is a top priority for us.

Thank you once again for your support and insights!

All our best wishes, 

The BI Team

  ### 20. Great support - super responsive

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2025

**What do you like best about Board Intelligence?**

The customer service support team are first class. They are very quick to respond and are very helpful in providing solutions, and at pace.

**What do you dislike about Board Intelligence?**

I find it a little clunky when it comes to doing agendas for Board packs - and I get logged out too quickly!

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

It provides an online Board pack solution for us which reduces our need to print reams of documents, plus it can be with you at all times.

**Official Response from Lewis Morley:**

> Hello, 

Thank you for taking the time to provide your feedback! 

We’re delighted to hear that you’ve had a positive experience with our customer service team, I will be sure to pass your feedback along to them. 

I would be very keen to understand the troubles you are having when creating agendas and with being logged out and would ask that you contact our support team about this as we may be able to provide so tips on how best to create agenda items more effectively as well as being able to assist you with your lock out times. 

Our warmest regards,

The BI Team.

  ### 21. Support service is first class

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mark B. | Client Services Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about Board Intelligence?**

The product itself is excellent, bit wanted to particularly nightlight the excellent support. Very quick to respond, and runs 24/7. Fantastic facility.

**What do you dislike about Board Intelligence?**

Nothing negative to say. It’s a great product

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

Conduct and management of a regulated fund GP board

**Official Response from Lewis Morley:**

> Dear Mark,

Thank you for your wonderful review! We’re delighted to hear that you find our product excellent and that our 24/7 support has made such a positive impression. 

Quick and reliable assistance is something we strive for, and it’s great to know we’re hitting the mark.

We appreciate your support and are always here to help if you need anything in the future.

All our best, 

The BI Team.

  ### 22. Great support!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 08, 2025

**What do you like best about Board Intelligence?**

Easy and straightforward to use for administrators and board members. Really good and fast customer support.

**What do you dislike about Board Intelligence?**

It would be great if we didn't have to email Board Intelligence when we need to re-add someone to the platform as a user.

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

Collating board papers into one and allowing board members to easily view the papers, as well as enabling the printing function for them. Board Intelligence is also keeping up with modern technology such as the use of AI.

**Official Response from Lewis Morley:**

> Thank you for your positive feedback! 

We're thrilled to hear that you are finding our platform and its features so easy to use and helpful, Its also great to hear that our customer support has been so well received.

Staying ahead with modern technology, including AI, is a priority for us and feedback like yours always encourages us to continue innovating.

We appreciate your suggestion regarding the user re-addition process; we're always looking for ways to improve user experience. I will pass your thoughts onto our product team for consideration.

If you have any further suggestions or feedback, please don’t hesitate to reach out.

Our warmest regards, 

The BI Team.

  ### 23. Easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 18, 2025

**What do you like best about Board Intelligence?**

Board Intelligence is a really easy to use and intuitive platform for managing Board and Committee papers. I've only recently started using it and like the interface which is simple and streamlined. I'd highly recommend it to any business. BI also have a fantastic customer support helpline if you do need any assistance.

**What do you dislike about Board Intelligence?**

I can't think of any drawbacks when using Board Intelligence.

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

Board Intelligence makes managing meeting papers simple. It is easy to make and distribute board packs to users in a secure way.

**Official Response from Lewis Morley:**

> Hello and thank you so much for your wonderful feedback! 

We’re thrilled to hear that you are finding Board Intelligence easy to use and intuitive. It’s great to know that our simple and streamlined interface is having such a positive impact on your experience. We’re also glad to hear that our customer support team has been so helpful to you. Your recommendation means a lot to us!

If you ever have suggestions or need assistance in the future, please don’t hesitate to reach out. We’re here to ensure you continue to have a great experience with our platform!

Our warmest regards, 

The BI Team.

  ### 24. Good experience with BI support team

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2025

**What do you like best about Board Intelligence?**

Very helpful support team who were extreme responsive when I had an issue with BI crashing when I tried to open one particular document in a pack

**What do you dislike about Board Intelligence?**

Not being able to erase comments (after I have navigated away from the page) or any highlights.

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

Having ready access to all Board and committee papers

**Official Response from Lewis Morley:**

> Hello and thank you very much for your feedback.

While I am sorry to hear you had an issue with the app I am very happy that our support team was able to help get things back on track so quickly for you, they really are our A-Team!

Regarding your query about deleting comments, I am pleased to tell you that this can easily be done by following these steps:

1. Navigate to the pack that contains the comments.
2. Select the "Notes" tab along the top of your screen. (Here you will see all annotations you have shared and those shared with you)
3. Click the "Select" button now select individual or select all.
4. You can now choose to delete or amend who these annotations are shared with.

Alternatively you can click on each individually to jump to this in the pack, from here you can edit or delete the annotation.

I do hope this helps but should you require any assistance with this please do give our support team a call and they will happily walk you through this.

If you have any further feedback please do reach out.

All our best.

The BI Team. 

  ### 25. Super quick response for a problem I didn't even know I had

**Rating:** 5.0/5.0 stars

**Reviewed by:** Siobhan R. | Executive Assistant, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 14, 2025

**What do you like best about Board Intelligence?**

Super easy to use, great online customer support too - brilliant for busy admin staff with deadlines to meet.

**What do you dislike about Board Intelligence?**

Nothing really - just getting to grips with new software but it really is very user friendly.

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

Hitting our sustainability targets by ensuring we don't produce paper documents anymore. Sustainability targets are linked to our bonuses so that a great help.

**Official Response from Lewis Morley:**

> Hello Siobhan, 

Thank you for your positive feedback! We're thrilled to hear that Board Intelligence is making such a difference for your team.

We're especially pleased that you're achieving your sustainability targets and reducing paper usage.

If you have any further questions or need assistance as you continue to explore Board Intelligence, our customer support team is always here and happy to help 24/7/365!

All our best, 

The BI Team

  ### 26. Prompt resolution, professional and competent staff

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Enterprise (> 1000 emp.)

**Reviewed Date:** August 14, 2025

**What do you like best about Board Intelligence?**

New to it and still exploring it. For now I'd say it's straightforward and easy to navigate with a good service team.

**What do you dislike about Board Intelligence?**

Homepage can be more streamlined, currently, one still has to navigate even when a specific folder has been selected.

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

Meeting facilitation

**Official Response from Lewis Morley:**

> We're glad to hear that you're finding our platform straightforward and easy to use and we appreciate your kind words about our support team.

Thank you for sharing your thoughts on the homepage navigation,  We're continuously working to enhance the user experience, and your insights will help us improve.

If you have any further suggestions or need assistance as you explore Board Intelligence further, please don't hesitate to reach out. We're here to help 24/7!

All our best,

The BI Team

  ### 27. Extremely effective Board management tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul L. | Non-executive Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 07, 2025

**What do you like best about Board Intelligence?**

Easy to use and intuitive, with excellent customer support

**What do you dislike about Board Intelligence?**

There is nothing to dislike about the product. It does what it is supposed to very effectively

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

Ensuring that all our board reporting is in one place with fully controlled access by user to what they need to produce / read

**Official Response from Lewis Morley:**

> Hello Paul,

Thank you for sharing your feedback of Board Intelligence. We are so pleased you have had such a positive experience and found our platform intuitive and easy to use and that your experience with our support team has been well received.

Looking forward to supporting you in 2025.

Best wishes, the BI Team

  ### 28. A Great Platform to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about Board Intelligence?**

I enjoy using Board IQ as it is easy to build meeting packs and everything is in one place.  Also the customer support is second to none.

**What do you dislike about Board Intelligence?**

There are no dislikes that I am aware of.

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

It is a brilliant platform for having meeting papers all in one place.

**Official Response from Lewis Morley:**

> Hello and thank you so much for your positive review of Board Intelligence! 

We're thrilled to hear that you are finding the platform so easy to use and the ease of building packs has been of benefit to you. It's also wonderful to know that our customer support has made a positive impact on your experience.

If you ever have any suggestions or need assistance, please don’t hesitate to reach out.

Thanks again for your support!

The BI Team.

  ### 29. When packs won't load and you get instant support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 05, 2025

**What do you like best about Board Intelligence?**

While preparing for a Board meeting I was unable to access a few packs. The team worked patiently with me through options and solutions and were very response and helpful. It's the first time I have had an issue with the system and it is encouraging to know the support s there should it happen again.

**What do you dislike about Board Intelligence?**

I have no comment for this section. My experience was positive.

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

Secure access to Board packs

**Official Response from Lewis Morley:**

> Hello and thank you for taking the time to provide us with your feedback. 

I am so pleased to hear that your experience with our support team was so positive and that they were able to help resolve the problem. They really are amazing!

As you continue to use the platform I would love to hear any more thoughts you have so please do stay in touch. 

Wishing you a great day ahead.

All out best, 

The BI Team.

  ### 30. Easy, straightforward, quick

**Rating:** 5.0/5.0 stars

**Reviewed by:** James S. | Company Secretary Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2025

**What do you like best about Board Intelligence?**

The ease with which packs can be prepared, amended and published, compared to other board pack software providers. Support staff are also friendly and quick to respond to queries and questions.

**What do you dislike about Board Intelligence?**

Cannot think of any particular drawbacks.

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

Preparation of board packs can be a drawn out process, particularly if updates are required to be made. Using Board Intelligence, users can prepare, publish and - if necessary - amend board packs in a few minutes.

**Official Response from Lewis Morley:**

> Hello James, 

Thank you for your feedback! 

It’s great to hear that you find the pack preparation process efficient and that this has proved to be time saving and effective, we strive to make the experience as seamless as possible. 

As your experience with the platform grows, if you find you have suggestions for improvements or features that could enhance your experience further, we’d love to hear them!

All our best, 

The BI Team.

  ### 31. Responsive Helpful Support Team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 13, 2025

**What do you like best about Board Intelligence?**

As an Executive Assistant I don't use the Platform, however my Manager does & I want to say thank you to the team (specifically Imogen) for the quick, concise support she shared today on getting us access to the system & logging in when we were unable to.

**What do you dislike about Board Intelligence?**

The OTP did not send to the phone, but that was quickly rectified with the Authenticator app.

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

I do not use it personally, but my Manager said it is very easy to use & saves much time having all the documents from previous meetings there, as opposed to having to search for them.

**Official Response from Lewis Morley:**

> Thank you for taking the time to share your feedback! 

We're thrilled to hear about your positive experience with our support team, especially Imogen, I have passed along your kind words. It's great to know that she was able to assist you promptly in resolving the login issues with a more convenient solution.

We’re also glad to hear that your Manager finds the platform user-friendly and appreciates the convenience of having all meeting documents easily accessible. Our goal is to streamline the process for users, and it's encouraging to know that we’re making a difference.

If you or your Manager have any further questions or need assistance in the future, please don’t hesitate to reach out!

Wishing you a great day ahead.

The BI Team.

  ### 32. Life changing for assembly of board pack

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 12, 2025

**What do you like best about Board Intelligence?**

The possibility of sending prompts, the ease of assembly of the board pack, responsive helpdesk

**What do you dislike about Board Intelligence?**

I love everything about BI. The only problem is that not all clients prefer to implement it yet

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

Ease of assembly of board packs, coordination with other colleagues from my organisation

**Official Response from Lewis Morley:**

> Hello

Thank you for your wonderful review! 

We're thrilled to hear that our platform has made such a positive impact on your board pack creations and has been so easy to use and that your experience with our support team has contributed to your experience.

If you have any suggestions or feedback on how we can further improve, please don't hesitate to share. 

All our best wishes.

The BI Team.

  ### 33. Board Intelligence for ALB

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Executive Office | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2025

**What do you like best about Board Intelligence?**

The customer service has been so helpful.

**What do you dislike about Board Intelligence?**

Having to reformat papers outside of BI.

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

Sending a board pack out securely.

**Official Response from Lewis Morley:**

> Thank you for your feedback! We're glad to hear that you found our customer service helpful. Providing excellent support is a top priority for us.

We understand your concern about the need to occasionally reformat papers  and would love to discuss this with you further to see if we can provide a more convenient solution, please do reach out to our support team who will be happy to provide some tips. 

We’re continuously working to enhance the platform and the user experience, so your input is invaluable as we make improvements. 

If you have any further suggestions or specific features you’d like to see, please feel free to share these with us for consideration. We’re here to help and are committed to improving your experience!

Wishing you a great day ahead.

The BI Team.

  ### 34. Great Product, Excellent Customer Support Response

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2025

**What do you like best about Board Intelligence?**

BI is inuitive and easy to use.  The agenda planner is super efficient.  As our company is new to BI, I've had several queries and I have always received a response to my email or query within minutes.

**What do you dislike about Board Intelligence?**

It would be useful to be able to set user access/permission by paper as opposed to by tab.

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

Saving time, the process is quick.  Easy to organise documentation.

**Official Response from Lewis Morley:**

> Hello, 

Thank you for your feedback! We're glad to hear that are finding Board Intelligence intuitive and efficient.

I will pass along your kind words to our support team, they really are outstanding, friendly and super quick.

Regarding your point about user access on a pack level, we do offer options to customize pack access on different levels, allowing you to manage permissions more effectively. 

If you would like to learn more about this and how to implement various levels or access please do reach out to our support team who will be happy to demo this for you.

Wishing you all the best,

The BI Team.

  ### 35. Great platform to use and the support service is good.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** March 31, 2025

**What do you like best about Board Intelligence?**

It is user friendly and the support service is very quick.

**What do you dislike about Board Intelligence?**

The replacement of document function would be great if you could quick view the documents.

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

It solves a risk problem by not circulating docs via email.

**Official Response from Lewis Morley:**

> Hello, 

Thank you for taking the time to provide us with your feedback, it is greatly appreciated.

I am so happy to hear that you are finding the platform so easy to use and that the secure environment has benefited you and your team. 

I would be interested to know more about your request to be able to quick view documents and would ask if you can reach out to our support team to provide some more details on this, we can then pass this along to our product team for consideration.

If you have any further recommendations or experiences you would like to share we would love to hear more.

All our best, 

The BI Team.

  ### 36. I use several similar platforms. Bd Intel provides  the best capability, backed up by rapid support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 28, 2025

**What do you like best about Board Intelligence?**

Super simple user interface backed up by great customer support

**What do you dislike about Board Intelligence?**

I”ve got no real complaints; It’s a super helpful platform

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

Ordering and presenting a considerable amount of business data

**Official Response from Lewis Morley:**

> Hello, and thank you for your feedback! 

We're thrilled to hear that you have found the user interface simple and that the platform is proving to be helpful for you.

As you continue to use the platform, If you have any suggestions for improvements or new features, we’d love to hear them!

All our best.

The BI Team.


## Board Intelligence Discussions
  - [How has Board Intelligence helped you manage and access board packs in one place?](https://www.g2.com/discussions/how-has-board-intelligence-helped-you-manage-and-access-board-packs-in-one-place) - 1 upvote

- [View Board Intelligence pricing details and edition comparison](https://www.g2.com/products/board-intelligence/reviews?filters%5Bsentiment_snippet%5D=1579191&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+13%3A34%3A25+-0500&secure%5Bsession_id%5D=fdc8dca5-bbdf-43f2-8276-374030046ef2&secure%5Btoken%5D=792fd4af949390caa0742a63580150af804325d8dcf1ffaeb16ce46e27631ebd&format=llm_user)
## Board Intelligence Integrations
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)

## Board Intelligence Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Meeting Management**
- Scheduling
- Agenda builder
- Meeting Minutes
- Document Management
- Voting
- Polls and Questionnaires
- Task Manager
- Meeting Management
- Compliance Management
- Calendar Management
- Agenda Management
- Attendance Management
- Committee Management
- Task Management
- Minutes Management
- Approval Process Control
- Workflow Management
- File Management
- Deadline Management
- Event Scheduling

**Board Tools**
- Document Storage
- E-Signatures
- Permissioning
- Annotations and Notes
- Video Conferencing Integration
- Meeting Archives
- Single Sign On (SSO)
- Board Assessments
- D&O Questionnaires
- Storage & File Sharing Integration
- Email Integration
- E-Signature Integration
- Third-Party Integrations
- Secure Data Storage

**Generative AI - Board Management**
- AI Text Summarization
- Generative AI
- Automatic Transcription

**Agentic AI - Board Management**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction

**Additional Functionality**
- Mobile Access
- AI Copilot
- Customizable Branding
- Chat/Messaging
- Self Service Portal
- Reporting & Statistics
- For Healthcare
- Activity Dashboard
- Automatic Backup
- Search/Filter
- API
- Document Review
- Member Directory
- Version Control
- Video Conferencing
- Customizable Templates
- Audit Trail
- Surveys & Feedback
- Collaboration Tools
- Single Sign On
- For Nonprofits
- Critical Date Alerts
- Multi-Company
- Alerts/Notifications
- Company Register
- Data Import/Export
- Reminders
- Client Portal
- Offline Access
- Authentication
- Role-Based Permissions
- Company Formation
- Event Calendar
- Archiving & Retention
- Document Templates

## Top Board Intelligence Alternatives
  - [Diligent Boards](https://www.g2.com/products/diligent-boards/reviews) - 4.5/5.0 (496 reviews)
  - [OnBoard Board Management Software](https://www.g2.com/products/onboard-board-management-software/reviews) - 4.7/5.0 (675 reviews)
  - [Convene](https://www.g2.com/products/azeus-systems-convene/reviews) - 4.8/5.0 (389 reviews)

