--- 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: '2026-08-08' 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. Intuitive Functionality and Great Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2026 **What do you like best about Board Intelligence?** Intuitive functionality and great support **What do you dislike about Board Intelligence?** Nothing much just a minor thing, it takes you back to the top shelf after youve viewed a pack on a much lower shelf, just as a user it would be better if it didnt 'reset' back to the top each time you view a pack **What problems is Board Intelligence solving and how is that benefiting you?** It making the issuing of Boqrd packs more efficient and structured, ### 2. Quick, Helpful Support and a User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Board Intelligence?** Support team are quick and helpful to respond, interface of site is user friendly **What do you dislike about Board Intelligence?** I do not have any issues with the platform **What problems is Board Intelligence solving and how is that benefiting you?** I use BI to download board packs - it's easy to use and helpful to see all the board packs in one place ### 3. Secure, confidential and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2026 **What do you like best about Board Intelligence?** Very easy to use and works across multiple devices. Also enables me to use for multiple organisations with no confusion. The ability for administrators to update packs and for me to still retain my annotations is excellent. **What do you dislike about Board Intelligence?** Tiny point - Be good if the timeout is automatically set to 3 hours - I always forget to change it. **What problems is Board Intelligence solving and how is that benefiting you?** One confidential, secure location for board papers and related documentation. Easy to update from an admin side and easy to annotate for board members and share comments across some or all users, if wanted. Also offers a easily searchable repository for all past documents. **Official Response from Lewis Morley:** > Thanks for taking the time to share your feedback. It is great to hear that the platform is working smoothly across devices and organisations, and that being able to keep annotations while administrators update packs is proving useful. It is also really positive to hear that having a single secure, searchable place for all board materials is helping with both access and collaboration. On your point about the timeout setting. A simple tip that some users find useful is setting it as part of their initial login routine so it becomes a quick habit rather than something to remember later. We will also take that feedback on board as we continue to look at ways to make session settings more intuitive. Going forward, it would be great to stay in touch and hear how your experience develops, especially if anything new comes up that we can help with or improve further. All our very best, The BI Team. ### 4. Streamlined Meeting Management with Minor UI Improvements Needed **Rating:** 4.0/5.0 stars **Reviewed by:** Colin n. **Reviewed Date:** December 01, 2025 **What do you like best about Board Intelligence?** I greatly appreciate Board Intelligence for its ability to centralize the storage of board packs, which significantly eases access and eliminates the need for constant emails. The platform makes it straightforward to download important documents, which enhances productivity and ensures I have what I need without hassle. I find the system’s ability to clearly display meeting dates particularly beneficial, as it helps me stay organized and manage upcoming meetings effectively. Additionally, logging into Board Intelligence is very straightforward, making the initial setup a smooth experience. **What do you dislike about Board Intelligence?** I find the landing page a bit busy, making it visually overwhelming. It could better highlight the meeting that is due next, improving the ease of navigating urgent tasks. **What problems is Board Intelligence solving and how is that benefiting you?** I use Board Intelligence to centralize board pack storage, eliminating constant emails and allowing easy download, while keeping track of upcoming meetings effortlessly. **Official Response from Lewis Morley:** > Hello Colin, Thank you for your thoughtful review! We’re thrilled to hear that Board Intelligence has significantly improved your experience with our centralised storage and has helped to enhance productivity. It's great to know we are making a valued difference in your organization and meeting management. We appreciate your feedback regarding the landing page. Your insights are increadably valuable to us. We are continually working to enhance our user experience to make it more intuitive and user-friendly and we'll certainly take your suggestion about highlighting upcoming meetings into consideration for future releases. Thank you for being a part of the Board Intelligence community! If you have any more feedback or suggestions, please do reach out. All our very best, The BI Team. ### 5. Easily Extract Packs, Simple and Efficient **Rating:** 3.5/5.0 stars **Reviewed by:** cian f. | Delegate Oversight, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2026 **What do you like best about Board Intelligence?** Easily Extract packs which makes our job as a team more efficient. **What do you dislike about Board Intelligence?** there isn't much i dislike about Board Intelligence but perhaps the interface could be improved. **What problems is Board Intelligence solving and how is that benefiting you?** we are easily able to extract packs which makes our job as a team more efficient. **Official Response from Lewis Morley:** > Hello Cian, Thank you for sharing your feedback, we’re really glad to hear Board Intelligence is helping your team work more efficiently. It’s great that the ability to easily extract packs is making a meaningful difference to your workflow. Helping teams save time and collaborate more effectively is exactly what we’re aiming to do, so it’s good to know that we are hitting the mark here. We also appreciate your comment about the interface. We’re always looking for ways to improve the user experience, so if you’re open to sharing a bit more detail on what is and isn't working for you that would be really helpful as we move forward. Thanks again for taking the time to share your thoughts, it really helps us continue to improve. All our very best, The BI Team. ### 6. Effortlessly Streamlines Board Pack Creation **Rating:** 5.0/5.0 stars **Reviewed by:** Emma R. | Assistant Company Secretary **Reviewed Date:** March 31, 2026 **What do you like best about Board Intelligence?** I find Board Intelligence very quick for putting together a pack and easy to distribute to Board members. I like the ease of creating an agenda and that it's user-friendly. The process of creating accounts and inviting others to use Board Intelligence makes work quicker and easier. **What do you dislike about Board Intelligence?** N/A **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence helps me quickly assemble and distribute board packs, simplifies agenda creation, and is user-friendly. It makes work quicker and easier, including creating accounts and inviting others. **Official Response from Lewis Morley:** > Hello Emma, Thanks for your feedback, it’s great to hear how well the platform is working for you. We’re really glad that creating packs, building agendas, and inviting users all feel quick and straightforward. Making those core tasks faster and easier is exactly what we aim to deliver, so it’s great to see that is being realised with your experience. Thanks again for sharing your thoughts, please do keep us updated as you continue to use BI! All our very best, The BI Team. ### 7. Board Intelligence Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2026 **What do you like best about Board Intelligence?** Board Intelligence is very user friendly. The Board Intelligence support team are very quick to respond to queries, are very helpful and do their best to resolve any issues. **What do you dislike about Board Intelligence?** I think there should be a way to give people access to certain packs only within a given shelf, rather than having to give them historical access and then remove their access rights to individual historical packs - this is time consuming. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence is more user friendly than our previous software provider, and easier for Board members to access. **Official Response from Lewis Morley:** > Thanks so much for sharing your thoughts, feedback like this is very important to us. We’re really glad to hear that Board Intelligence is easy to use and that our support team has been quick and helpful whenever you’ve needed them. It’s always nice to know we’re making things easier for you even when things don't go to plan. It’s also great to hear that Board Intelligence feels more user, friendly than your previous software and that it makes life easier for your Board members. That’s exactly what we’re aiming for! Your point about being able to give access to specific packs within a shelf in place of full historical access is something that we are aware of that can be a thorn in the side, however we hope this will be addressed in future updates, however until then, our support team are always happy to assist with any changes or user setups that you may require. Thanks again for taking the time to give us this feedback. All our very best, The BI Team. ### 8. Easy, Intuitive, and Backed by Brilliant, Responsive Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2026 **What do you like best about Board Intelligence?** Very easy to use and intuitive, the support (including out of hours) is brilliant and very responsive, **What do you dislike about Board Intelligence?** When you update a pack, it would be helpful if the notification pre-entered what sections had been updated with new documents. **What problems is Board Intelligence solving and how is that benefiting you?** Version control and uniformity of papers. ### 9. Professional & polished software that elevate our reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Board Intelligence?** I like how professional the templates are **What do you dislike about Board Intelligence?** I would like more flexibility in customising the agenda and the structure of the reports **What problems is Board Intelligence solving and how is that benefiting you?** It is solving centralising board reports and transparency ### 10. Easy to Use, Time-Saving Workflow with Competitive Pricing and Great Onboarding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 22, 2026 **What do you like best about Board Intelligence?** I find the tool very easy to use. It is very efficient to ask writers to prepare papers via the tool, chase them and have them upload directly. Saving a huge amount of time in having to send chaser emails. The pricing was very competitive and the support for onboarding has been very good **What do you dislike about Board Intelligence?** Integrating with our Okta verification was a little complicated. **What problems is Board Intelligence solving and how is that benefiting you?** It is saving time in sending chaser emails for papers. It is a great repository for keeping all board papers, minutes etc in one place which helps with audit requests and director induction. **Official Response from Lewis Morley:** > Thanks for taking the time to share your feedback. It is great to hear that the platform is helping streamline your workflow, particularly around requesting and chasing papers, and that having everything stored centrally is supporting both audits and director induction. It is also good to hear that onboarding and support have been positive for you. We appreciate your comments around the Okta integration. Setup and integration steps can sometimes require a bit of additional configuration depending on the environment, and our support team are always on hand to assist with any issues or difficulties in those areas to get everything running smoothly. As you continue using the platform, please do keep us updated with your experience. It really helps us understand where things are working well and where we can continue to improve. All our very best, The BI Team. ### 11. Quick and Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** Board Intelligence is an effective tool to download board reports. The interface is user friendly and provides a quick and clean way to download board reports. **What do you dislike about Board Intelligence?** The icons could be smaller and the dates should be presented based on the region the service is being used **What problems is Board Intelligence solving and how is that benefiting you?** It saves me reaching out the client directly, all reports are available in a centralised location **Official Response from Lewis Morley:** > Thanks for taking the time to share your feedback. It’s great to hear that accessing and downloading reports has been straightforward, and that having everything in one central place is saving you time. that’s exactly the kind of simplicity and efficiency we aim to deliver. We also appreciate your comments on icon sizing and regional date formatting. this is helpful to know as we’ll keep building on the user experience with regular updates and improvements, shaped by feedback like yours to better support your needs over time. Wishing you all the very best. The BI Team ### 12. Excellent Board meeting / pack software with full service support available **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about Board Intelligence?** Some of the best things about using Board Intelligence is the ease of use, customer support and features available. **What do you dislike about Board Intelligence?** We had an issue with the scroll function being changed but this was resolved and we have had no other issues. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence makes it easy to provide the papers to the Board members and attendees and maintain the packs for future reference. This is a much more secure way to distribute papers and maintain the records. **Official Response from Michael McPherson:** > Thank you for taking the time to review. It's great to hear your positive comments on our platforms' ease of use and features, which have improved the security and distribution processes around your board packs. Thank you so much for your continued support. Best wishes, The BI Team ### 13. Simple, User-Friendly Interface — Intuitive and Easy to Use **Rating:** 4.0/5.0 stars **Reviewed by:** Ryan O. | JET Ambassador, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Board Intelligence?** The interface is simple and user-friendly. **What do you dislike about Board Intelligence?** Lack of customisation for individual packs. **What problems is Board Intelligence solving and how is that benefiting you?** It is convenient for users to access materials in one place. ### 14. Streamlined Board Processes with Enhanced Accessibility **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan G. | Manager **Reviewed Date:** October 11, 2025 **What do you like best about Board Intelligence?** I appreciate that Board Intelligence makes board papers more accessible and less cumbersome, improving efficiency. It’s lightweight compared to printed copies and has a solid layout with a useful bookshelf format that organizes information effectively. The search function enhances my workflow by helping me easily retrieve past discussions or agenda items. Adding virtual sticky notes to papers and sharing them with committee members is particularly useful for raising questions in advance of meetings. **What do you dislike about Board Intelligence?** I find the transition from physical to digital board papers challenging. Initially, I missed the tactile and visual sense of paper, where I could easily annotate with a pencil or pen. Also, the need to frequently change passwords for maintaining confidentiality was initially painful and cumbersome. I also initially resented having to spend even more time looking at a screen, as I already spend a lot of time on digital devices. **What problems is Board Intelligence solving and how is that benefiting you?** I find Board Intelligence streamlines board paper preparation, making it more efficient and accessible. It centralizes documents for easy search and note-sharing, facilitating better meeting preparation and collaboration. **Official Response from Lewis Morley:** > Hello Jonathan, Thank you for your thoughtful feedback! We’re delighted to hear that Board Intelligence is meeting your needs and that the feature we offer have been well received. We understand that transitioning from physical to digital board papers can be challenging however we like to think that by using digital packs you are not only saving paper helping to support a green approach but also benefiting from the strong security features the platform offers helping to manage confidentiality effectively. If you have any questions or need assistance, our support team is on hand 24/7/365 to help with any aspects of your experience. We appreciate your insights and would love to hear any further thoughts you may have! All our best, The BI Team ### 15. Easy Document Uploading and Monitoring with Smooth User Access **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Board Intelligence?** The ease of uploading and monitoring documents as well as user access **What do you dislike about Board Intelligence?** We would value a user to user messaging system on the system **What problems is Board Intelligence solving and how is that benefiting you?** Confidential paper and general data safety ### 16. 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. ### 17. Quick, Easy Login and Simple Board Pack Access **Rating:** 5.0/5.0 stars **Reviewed by:** David S. | Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** Logging in is quick and easy, and it’s simple to find the board pack you’re looking for. **What do you dislike about Board Intelligence?** The icons and overall interface could be a bit more user-friendly, and the date display could be simpler and more straightforward. **What problems is Board Intelligence solving and how is that benefiting you?** There are fewer interactions needed with the client, and I can get board packs in real time. **Official Response from Lewis Morley:** > Hello David, Thanks for sharing your feedback. It’s great to hear that getting into the platform and finding the right board pack is quick and straightforward, and that having real time access is reducing the need to go back and forth, that’s exactly the kind of experience we aim to provide. We also appreciate your thoughts on the interface and date display. This is really helpful as we focus on ways to improve usability. As you spend more time with the platform, we would love to hear more on how your experience may change so please do keep us updated. All our very best. The BI Team. ### 18. Board intelligence, a better option **Rating:** 4.0/5.0 stars **Reviewed by:** Gulam Moinuddin C. | IT-Procurement Assistant, Construction, Enterprise (> 1000 emp.) **Reviewed Date:** May 20, 2025 **What do you like best about Board Intelligence?** Board Intelligence is a effective platform designed to assist forums and management groups make smarter, faster choices by using transforming the manner facts is prepared and shared. It streamlines the advent of board packs, ensuring they're concise, centered, and aligned with strategic priorities. With tools that promote higher governance, clearer reporting, and extra meaningful conferences, Board Intelligence permits businesses to elevate boardroom discussions and pressure better results. Its intuitive interface and emphasis on decision-prepared content material empower directors and executives to attention on what actually topics strategy, risk, and overall performance instead of sifting via immoderate or unfocused documentation. **What do you dislike about Board Intelligence?** Although board intelligence provides numerous advantages, some individuals may encounter limitations or difficulties when using certain features. The platform's structured approach to report writing, intended to improve clarity, may feel constraining for teams accustomed to more flexible or narrative writing styles. Furthermore, the initial setup and onboarding process may demand a substantial amount of time, especially for organizations that have intricate governance structures or limited experience with digital reporting tools. Users may encounter a learning curve when adapting to the specific templates and frameworks of the software, which can delay its adoption and necessitate additional training. Lastly, for smaller organizations, the cost of the platform might be a factor to consider in relation to their budget and specific requirements. **What problems is Board Intelligence solving and how is that benefiting you?** Board intelligence tackles various common issues encountered by boards and leadership teams, particularly regarding the inefficiency and complexity of managing board-level information. One significant issue it addresses is the excessive amount of irrelevant or disorganized content found in traditional board packs. By simplifying the process of creating concise, strategic, and decision-focused reports, it guarantees that board members receive the necessary information promptly, enabling them to make informed decisions. The platform also improves governance by encouraging more transparent reporting and a more organized approach to meetings. With its collaborative features, secure document sharing capabilities, and real-time updates, board intelligence streamlines processes, lightens administrative tasks, and enhances overall board efficiency. Consequently, it enables organizations to make quicker and more well-informed decisions that are in line with their long-term strategy and performance objectives. ### 19. Amazing Time-Saver for Generating Client Board Packs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2026 **What do you like best about Board Intelligence?** I use it for work purposes to generate Board packs for clients . Its an amazing piece of software, it has saved our team so much time not having to generate manual board packs. Our clients also really love the ease of use. **What do you dislike about Board Intelligence?** When docs in the correct format do not upload first time, can be challenging. **What problems is Board Intelligence solving and how is that benefiting you?** Everything we ask for is resolved. **Official Response from Lewis Morley:** > Thank you for your kind review. We are glad our tool help your team create board pack material expending far less time and effort, and that your clients find it easy to work with. We appreciate your note about file uploads. In many cases , this tend to be due to document formatting and can usually be fixed very quickly. Our team are available 24/7 to help with any issue like this and to ensure you can get back on track without delay. It mean a lot to hear that every item you bring to our attention receive a good outcome. Thank you for being part of our community. ### 20. User-Friendly, Intuitive Platform with Fast, Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Laura S. | Head of Private Office, Mid-Market (51-1000 emp.) **Reviewed Date:** March 30, 2026 **What do you like best about Board Intelligence?** Board Intelligence is highly user‑friendly and intuitive, which makes it easy to use and navigate. The team are also quick, responsive, and efficient, providing excellent support when needed. **What do you dislike about Board Intelligence?** Managing the bookshelves and permissions can be a bit fiddly. If you have specific requirements, it can end up causing issues. **What problems is Board Intelligence solving and how is that benefiting you?** Nothing to note. **Official Response from Lewis Morley:** > Hello Laura, Thanks for your feedback and for sharing your experience with BI. It’s great to hear you’re finding the platform intuitive and that our team has been responsive and supportive when needed, unfortunately from time to time things can go wrong but its reassuring to know our team is on hand 24/7 to help put things right. On managing bookshelves and permissions, we understand it can feel a bit fiddly at times, however, a level of complexity here is often necessary to support more specific or sensitive access requirements, while ensuring the right people see the right information. We do have various means to change permissions but we’re always looking to make this as smooth and user friendly as possible, so if there are particular scenarios that feel more difficult than they should be, we’d really welcome your thoughts here, I would love to discuss this with you more as I feel we can help make your experience here more streamlined so please do reach out to our support team about this. All our very best, The BI Team. ### 21. Board Intelligence: Friendly user interface and excellent people **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Board Intelligence?** The platform is extremely user friendly and the Board Intelligence team have all been a pleasure to work with. **What do you dislike about Board Intelligence?** I find it difficult to pinpoint anything I dislike about Board Intelligence. While there are definitely more affordable options available, the quality of this product justifies its price. **What problems is Board Intelligence solving and how is that benefiting you?** Sharing of and easy access to Board documents as well as saving time on minute writing. **Official Response from Lewis Morley:** > Thanks so much for your kind words, we really appreciate it. It’s great to hear that you’ve found the platform so user-friendly, and we’re especially pleased that your experience working with the team has been a positive one. We also appreciate your honest perspective on pricing and it’s nice to hear that you feel the quality justifies the investment as that’s exactly what we aim for. It’s brilliant to know the platform is helping make board documents easier to share and access, while also saving time on minute writing. That kind of efficiency is exactly what we’re here to drive forward. Thanks again for taking the time to share your feedback, it really means a lot. All our best, The BI Team. ### 22. Easy to Use with a Clear, Well-Organised Layout **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about Board Intelligence?** Easy to use with a clear layout of information. Useful to have a series of shelves for different information. **What do you dislike about Board Intelligence?** Our directors have had occasional login challenges, although that could well be down to connectivity between our systems and Board Intelligence. **What problems is Board Intelligence solving and how is that benefiting you?** Access to Board and Committee information in one place that is easily accessible, particularly for our NEDs **Official Response from Lewis Morley:** > Thanks for sharing this, we really value the feedback. It’s great to hear that the platform feels clear and easy to navigate, and that the use of shelves is helping you keep information well organised. I am also really pleased to hear that having everything in one place is making life easier. That accessibility and ease of use is a big part of what we’re trying to deliver. On the login issues, that’s definitely something we’d want to keep an eye on. As you mentioned, it can sometimes come down to connectivity or system integrations, but if it’s happening more than occasionally, it’s worth us taking a closer look with you to smooth that out, if you do continue to experience this unexpected behaviour, please give our friendly support team a call and I am sure they will be able to resolve any issues for you. All our very best, The BI Team. ### 23. I love Board Intelligence **Rating:** 4.5/5.0 stars **Reviewed by:** Dana B. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Board Intelligence?** Using Board Intelligence has changed the quality of our meeting packs, having everything in one place instead of multiple attachments enables a smoother experience for or teams. Visually the pack is more professional and the addition of adding links means larger files can be included. BI is user intuitive and cuts the time down of creating agendas as you can base them on past ones. **What do you dislike about Board Intelligence?** As it works on licenses, not being able to have all staff on there is a bit of a draw back, however the pack can still be downloaded and shared so it is not the end of the world. **What problems is Board Intelligence solving and how is that benefiting you?** Keeping meeting packs in one accessible place, easy to amend and to reissue is the touch of a button. **Official Response from Lewis Morley:** > Hello Dana, Thank you for your wonderful review! We’re thrilled to hear that Board Intelligence has improved the quality of your meeting packs and streamlined the experience for your teams. It’s great to know that the professional presentation and the ability to add links have enhanced your workflow. We’re also pleased that the user-friendly interface has saved you time in creating. We appreciate your feedback regarding the licensing model. While we understand that this can be a limitation for you, we’re glad to hear that downloading and sharing packs still offers a viable solution. Your insights are invaluable as we continue to enhance our platform! All our best, The BI Team. ### 24. BI review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Board Intelligence?** Can be used online too as well as downloaded packs **What do you dislike about Board Intelligence?** It’s tricky when don’t have an internet collection **What problems is Board Intelligence solving and how is that benefiting you?** It’s useful to have a readable document in this format rather than pdf ### 25. Highly Intuitive GUI with Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Board Intelligence?** Highly intuitive GUI and elegant functionality at back end. Easy for Board to use. Excellent support. **What do you dislike about Board Intelligence?** I would like to be able to revise parts of a published pack for partial board view pre republishing for the full board. **What problems is Board Intelligence solving and how is that benefiting you?** Easily accessible and standardised board pack that our trustees can easily interpret. **Official Response from Lewis Morley:** > Thanks for sharing this, we really appreciate it. It’s great to hear that you find the platform intuitive and that the underlying functionality is working smoothly for you. Knowing it’s easy for your Board to use is especially important, and we’re glad the support team has been there when needed. Your feedback on being able to update parts of a published pack for a limited audience before sharing more widely is really valuable. We can see how that kind of flexibility could be beneficial, I will be sure to pass this on to our product team for consideration. It’s also great to hear that the platform is helping you provide clear, consistent board packs that your trustees can easily navigate and understand—that’s exactly what we’re aiming to support. All our very best, The BI Team. ### 26. 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. ### 27. 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. ### 28. Well-Organized and Easy to Access for Every Group (and great customer support) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about Board Intelligence?** It’s very well organized and easy to access for each individual group. **What do you dislike about Board Intelligence?** I dont believe there is anything I would change. **What problems is Board Intelligence solving and how is that benefiting you?** I like the privacy controls for documents, and the ability to give each group access according to its purpose. **Official Response from Lewis Morley:** > Thank you for taking the time to review. It's great to hear your positive comments on our platforms' ease of use, features and the control you have over access. Knowing we are hitting the mark here will go down well with the BI Team. Thank you so much for your continued support. Best wishes, The BI Team ### 29. 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 ### 30. Effortless Meeting Pack Management, Though a Bit Pricey! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 01, 2025 **What do you like best about Board Intelligence?** Being an Administrator, it is the ease of uploading meeting packs, editing packs if necessary and the issuing of packs to relevant attendees. **What do you dislike about Board Intelligence?** No real downsides, just cost really! It is an expensive luxury in some ways but obviously does retain and 'manage' all Company meeting packs. **What problems is Board Intelligence solving and how is that benefiting you?** For me personally it is not solving any business problems or really benefiting me, as I am very anal about record keeping and management of meeting packs. From a Company perspective I am sure the admin function has been revolutionised in terms of creation and retention of meeting packs. **Official Response from Lewis Morley:** > Hello, Thank you for sharing your thoughts on Board Intelligence. It's great to hear that you've found the platform easy to use, especially when it comes to uploading and editing meeting packs. It appears evident that the platform has offered substantial advantages for the broader company, particularly in enhancing administrative functions and ensuring better retention of meeting materials. I understand your concern regarding the cost but hope that the long-term benefits of streamlined record management and improved organization may justify the expense and prove to be cost effective in the long run. Thank you for your insights, we remain open for any further feedback on your experiences and would love to hear from you more as you continue to grow with the product. Wishing you all our best, The Bi Team ### 31. A Safe, User-Friendly Place to Share Information Packs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** A safe place to share packs of information & it is user friendly and easy to navigate the system. **What do you dislike about Board Intelligence?** Had no issue at the moment so cant comment on this at present **What problems is Board Intelligence solving and how is that benefiting you?** We are able to securely share board packs to the relevant users with the accurate security in place. **Official Response from Lewis Morley:** > Thanks for sharing your feedback. It is great to hear that the platform is providing a secure and easy to use space for sharing information, and that navigating it feels straightforward. That balance of simplicity and security is exactly what we aim to deliver. We are also pleased that everything is working smoothly so far. If anything does come up, our team is always here to help. We would love to hear more from you as your experience using the platform grows, so please do keep us updated. Wishing you all the very best, The BI Team. ### 32. Easy Login and Perfectly Laid-Out Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 14, 2026 **What do you like best about Board Intelligence?** Easy to use and simple to log in. Everything is laid out perfectly, which makes it straightforward to find what I need. **What do you dislike about Board Intelligence?** Maybe the icons could be a bit smaller, and the dates could be easier to tell apart. **What problems is Board Intelligence solving and how is that benefiting you?** Fewer interactions with clients, with access to real-time board reporting. **Official Response from Lewis Morley:** > Thanks for taking the time to leave a review. It’s great to hear that logging in and navigating the platform feels straightforward, and that the layout is helping you quickly find what you need while giving you quick access. We also appreciate your feedback on icon sizing and date clarity. That’s really useful as we continue refining the user experience. Wishing you all the very best. The BI Team. ### 33. Professional, Intuitive Design **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2026 **What do you like best about Board Intelligence?** The presentation is highly professional in its design and structure, with a clear and intuitive layout that makes it easy to navigate **What do you dislike about Board Intelligence?** The administrative interface is somewhat clunky to navigate; for example, newly created shelves do not automatically inherit permissions, which creates additional manual steps and increases the risk of inconsistency. **What problems is Board Intelligence solving and how is that benefiting you?** It strengthens confidentiality, supports compliance and record-keeping, and enables more efficient preparation and better-informed discussion at meetings. **Official Response from Lewis Morley:** > Thanks for sharing such a balanced and constructive review. We’re really pleased that the overall look, structure, and ease of navigation are working well for you, that’s something we put a lot of focus on, so it’s great to see it making a difference. Your feedback on the admin side is equally valuable. We understand how frustrating extra manual steps can be, especially around permissions, and your example highlights an area where we could improve efficiency. I will make sure this is passed on to the our product team. It’s also encouraging to hear that the platform is helping you maintain confidentiality, meet compliance requirements, and run more effective meetings. That’s exactly the impact we’re aiming for. Wishing you all the very best, The BI Team ### 34. Rich, Insightful Data That Delivers a Complete Picture **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Board Intelligence?** It's a really insightful, rich source of data and insight. It helps to provide structure, and a comprehensive and complete picture. **What do you dislike about Board Intelligence?** As with everythingg there is a learning curve, but it's not steep or excessive and the juice is very much worth the squeeze. **What problems is Board Intelligence solving and how is that benefiting you?** It helps me structure my thinking and provides decision-making input at the right time and with the right level of quality. It’s also important to know that the right things aren’t being missed. **Official Response from Lewis Morley:** > Thank you for sharing such a positive review. We’re really pleased to hear the platform is delivering so much value for you and is providing a sense of confidence and completeness to your packs! As with all good things, getting familiar with the Board Intelligence app can seem daunting, however we have tried to make things as user friendly and intuitive as possible, however its worth keeping in mind that our support team are on hand 24/7/365 and are always happy to answer any queries you may have or even just to help you in the right direction. We’re grateful for your feedback and your trust in us, and we’ll continue refining the experience to make it even more seamless and impactful. All our best, The BI Team. ### 35. 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." ### 36. User-Friendly and Easily Accessible for Our Directors **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 14, 2026 **What do you like best about Board Intelligence?** Its user friendly and easily accessible for our Directors. **What do you dislike about Board Intelligence?** No downsides in my view, it covers all the basic tasks I need as a CoSec. **What problems is Board Intelligence solving and how is that benefiting you?** Creation of Board packs in a professional manner. This allows our Directors the ability to review Board information easily and seamlessly **Official Response from Lewis Morley:** > Thank you so much for your positive review! We’re delighted to hear that Board Intelligence is user-friendly and easily accessible for your Directors. We truly appreciate your feedback about not encountering any downsides. Our goal is to exceed our users needs, and we're thrilled that Board Intelligence has been able to support your work as a CoSec effectively. If you ever have suggestions for enhancements or additional features, please don’t hesitate to share. All our very best, The BI Team. ### 37. Workflows That Replace Manual Processes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 25, 2026 **What do you like best about Board Intelligence?** This replaces manual processes (e.g. Word, PowerPoint, email) with structured, secure workflows. **What do you dislike about Board Intelligence?** Limited formatting options when preparing reports **What problems is Board Intelligence solving and how is that benefiting you?** Significant time saved every board cycle Less operational risk of sending outdated or incorrect papers More time to focus on analysis rather than admin **Official Response from Lewis Morley:** > Thank you for your experience using BI. It’s great to hear that Board Intelligence is helping replace manual processes with more structured and secure workflows. Moving away from tools like Word, PowerPoint, and email into a more controlled safe environment is exactly what we aim to support, so it’s encouraging to see the impact reflected for you. The time savings, reduced operational risk, and ability to focus more on analysis rather than admin are all outcomes we’re really pleased to hear about. We also appreciate your comment on formatting options. While we understand the desire for more flexibility when preparing reports, our approach is quite deliberate here aiming to keep formatting more consistent and structured helps ensure clarity & readability across board materials, while also reducing the risk of errors or inconsistencies. That said, we’re always looking to strike the right balance between flexibility and control. If there are specific formatting features you feel are missing or limiting your workflow, we’d really welcome more detail, this helps us better understand where increased flexibility would have the most impact without compromising the overall quality and consistency of board reporting. Thanks again for your thoughtful feedback. All our very best, The BI Team. ### 38. Excellent meeting management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Enterprise (> 1000 emp.) **Reviewed Date:** July 29, 2025 **What do you like best about Board Intelligence?** Very helpful to have all meeting documents in one place, easy to access as well as to archive. Means decisions are easy to track and previous documents and items are stored for good governance. **What do you dislike about Board Intelligence?** Can be somewhat difficult to navigate upon first usage but after a few tries, it becomes second nature and more intuitive. **What problems is Board Intelligence solving and how is that benefiting you?** A central place was needed that wasn't linked to individual staff log-ins; where a staff member sets up a shared place elsewhere it can often be difficult to access or amend if that staff member leaves or goes off sick. Board Intelligence means we have a centralised location with controlled access that provides internal security to sharing appropriately as well as historical storage for governance purposes. **Official Response from Lewis Morley:** > Thank you for your thoughtful review! It's great to know that our system has provided a reliable solution for document access facilitating better decision-making and governance. We appreciate your feedback regarding navigation and understand that the initial learning curve can be daunting but we are always on hand to provide support if this is needed. Your insights are invaluable as we strive to enhance our services and improve the user experience. Thank you for being a part of our community! The BI Team. ### 39. 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. ### 40. A great tool for managing and interacting with the materials around board meetings, and stakeholders **Rating:** 4.0/5.0 stars **Reviewed by:** Altaf K. | Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 25, 2025 **What do you like best about Board Intelligence?** The management of multiple board packs, through different committees or events is smoothly managed with an intuitive approach to annotations and sharing. Updates are well flagged too... When I have had to use them, the customer support function have acted promptly and politely. **What do you dislike about Board Intelligence?** There is no Android app and the web app has limited functionality. **What problems is Board Intelligence solving and how is that benefiting you?** Board Intelligence solves the problem of how board members on different intersecting committees can interact with board and committee materials, each other, and other stakeholders. The process is intuitive. **Official Response from Lewis Morley:** > Hello Altaf, Thank you for your thoughtful review! We're thrilled to hear that you find our platform intuitive for managing board packs its also great to hear that your experience with our support team has been so positive. While we currently do not have plans for an Android app, we want to assure you that we are continuously working on adding new features to enhance the usability and functionality of our existing offerings. Any further feedback or recommendations you may have are invaluable as we strive to improve the experience for all our users so please do reach out to our team with any insights you would like to share. Wishing you all the best, The BI Team. ### 41. Board Intelligence makes it easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Enterprise (> 1000 emp.) **Reviewed Date:** October 02, 2025 **What do you like best about Board Intelligence?** The intelligent categorisation of board materials stands out, making it easy to organise everything efficiently. I also appreciate how simple it is to use, as well as the straightforward process for editing and publishing packs. Additionally, the availability of downloadable and readable formats adds to the overall convenience. **What do you dislike about Board Intelligence?** At times, switching between different logins for various boards can feel a bit awkward. **What problems is Board Intelligence solving and how is that benefiting you?** The ability to share board packs with all attendees is very useful, and I also appreciate how historic materials are stored and categorised effectively. **Official Response from Lewis Morley:** > Thank you very much for your positive feedback! We're glad to hear that you are finding the platform user friendly, and that the features we offer are adding convenience and value. We understand that switching between different logins can be frustrating however We do offer options to simplify this process, and our support team is always on hand to help if you need assistance with this or any other account management queries. If you have any more suggestions or need assistance, please don’t hesitate to reach out! All our best, The BI Team. ### 42. 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. ### 43. Innovative Co-Founders, Strong People Proposition, and a Standout Weekly Newsletter **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 09, 2026 **What do you like best about Board Intelligence?** The approach taken by the co-founders, the innovation proposition, the people proposition and the weekly newsletter **What do you dislike about Board Intelligence?** I’m great a fan so this is a struggle! You typically use the same features as humans are creatures of habit! **What problems is Board Intelligence solving and how is that benefiting you?** Has given me a lot to think about including the talk with the ex Amazon lead on ‘writing a 6-pager well’ **Official Response from Lewis Morley:** > Thank you so much for your review. We’re especially pleased to hear that the approach of our founders has resonated with you. We put a huge amount of thought into not just the product, but the ideas and conversations that sit around it, so it’s great to know that’s coming through. You’re absolutely right that we’re all creatures of habit, and many users naturally gravitate towards the features they know best. One of our ongoing goals is to continue adding new capabilities and ideas in ways that make it easy and worthwhile to explore beyond the familiar. It’s fantastic to hear that your have enjoyed some of our other content. Sparking better thinking and better communication at senior levels is a big part of what we’re here to do. Thank you again for your support, it truly means a lot. All our very best, The BI Team. ### 44. 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. ### 45. 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. ### 46. Excellent Product at a reasonable price point! **Rating:** 4.5/5.0 stars **Reviewed by:** Wendy T. | Senior Director - Internal Company Secretary, Investment Management, Enterprise (> 1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Board Intelligence?** Board Intelligence has been a game changer for our business. We use to build and distribute Board materials through PDF. This has saved time and built capacity in my Cosec Team, saved review time with the Boards and increased our effectiveness. BI dedicated a team and trainers to help launch the product in our business. There is a constant support team availbale 24/7. This has become a crucial and daily tool of our team. **What do you dislike about Board Intelligence?** We have a highly bespoke business. BI is helpful in consulting us in road map of development and taken on board our suggestions. In the three years we have used the product, the only significant issue was a backend reporting. We had a unique request that could not be met in the reporting avialbale. BI took this on board and are considering as part of development. **What problems is Board Intelligence solving and how is that benefiting you?** BI is developing a minute writing tool that will be of help. We are also interested in Board Effectiveness reveiws. **Official Response from Lewis Morley:** > Hello Wendy, It's great to hear how Board Intelligence has positively impacted your business and is providing a more streamlined experience that is enhancing your efficiency & collaboration. We are also so pleased that the training & support you have received has met your needs and we look forward to supporting you over the coming year. We will always be receptive to the needs of our clients and hope that our future updates continue to provide helpful solutions. If you have any further experiences you'd like to share, we'd love to hear more! The BI Team. ### 47. Easy to Use with Super Helpful Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Board Intelligence?** Easy to use / user friendly / super nice support **What do you dislike about Board Intelligence?** Analyis part is sometimes not very clear **What problems is Board Intelligence solving and how is that benefiting you?** Connection issue - be able to prepare my paper in due time **Official Response from Lewis Morley:** > Hello, I really appreciate you taking a moment to share this feedback. It’s great to hear the platform feels straightforward to use and that you’ve had a good experience with the support team, when things go wrong its reassuring to know someone is on hand to help! Thanks as well for the note on the analysis side; if anything feels unclear, that’s something we definitely want to improve, so if you have any further insight on this we would love for you to get in touch with our support team to discuss this further. Wishing you all the very best, The BI Team. ### 48. Transformed Our Board Reporting and Strategic Discussions **Rating:** 5.0/5.0 stars **Reviewed by:** Jagan K. | Graphic Design Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Board Intelligence?** Board Intelligence has completely streamlined how we prepare and present board packs. The Smart Report feature is a standout—it guides our contributors to write with more clarity, focus, and strategic intent. The platform is intuitive, and it’s easy to collaborate across departments. The templates help ensure consistency, and the analytics give us visibility into what board members actually read. **What do you dislike about Board Intelligence?** There’s a bit of a learning curve initially, especially for users unfamiliar with structured reporting. Some of the integrations could be more seamless, but the support team is responsive and continuously improving the product. **What problems is Board Intelligence solving and how is that benefiting you?** We used to spend days compiling board reports that were dense and hard to digest. Now, our board papers are concise, strategic, and aligned with our organizational goals. As a result, meetings are more productive, and we spend more time on forward-looking discussions rather than clarifying information. ### 49. 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. ### 50. New AI Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Lia L. | Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2025 **What do you like best about Board Intelligence?** The new AI Tool for Minute Writer, and its ease of integration **What do you dislike about Board Intelligence?** There is nothing I dislike about Board Intelligence **What problems is Board Intelligence solving and how is that benefiting you?** The new AI Tool is giving Company Secretary's their time back. Assisting with the drafting of minutes from the click of a button. **Official Response from Lewis Morley:** > Hello Lia, Thank you for your fantastic feedback! We’re delighted to hear that your queries are always handled promptly and that you have had such a positive experience with Board Intelligence so far. It’s great to know that our platform is helping you prepare efficient board packs. If you ever have any suggestions or additional feedback, please feel free to reach out. All our very 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?login_required=true&page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-08+08%3A57%3A33+-0500&secure%5Bsession_id%5D=4b723b4b-a282-4ca4-a975-ff8da8c5e968&secure%5Btoken%5D=60fa204964389b62422d5bc6edbb1351f264bc45e94c23d4cac1684d46307109&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)