Diligent Boards Features
Pre-Meeting Tools (3)
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Templates
Provides templates for various meeting types.
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Scheduling
Schedules and coordinates meetings between participants.
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Agenda
Creates agendas for meetings to follow.
Meeting Tools (6)
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Minutes
Automatically records the minutes of a meeting, either via text or audio.
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Notes
Allows participants to record notes on meeting proceedings.
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Digital Workspace
Provides a malleable digital workspace for meeting participants to collaborate in.
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File Sharing
Allows participants to share files or post them in a shared workspace.
Screen Sharing
Digitally share screen view with others
Meeting Notes
Create and share notes/annotations taken during meetings
Post-Meeting Tools (5)
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Task Delegation
Delegates tasks based on agreed upon action points.
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Participant Email
Emails meeting participants with follow up questions, minutes, etc.
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Meeting Analytics
Provides data around meeting (length, agenda points covered, etc.)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Lock Meetings
Password-protect and/or stop new participants from joining online meetings
Meeting Management (20)
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Scheduling
Automates the process of scheduling meetings.
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Agenda builder
Enables users to create itemized agendas for meetings.
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Meeting Minutes
Allows users to record the meeting minutes within the application.
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Document Management
Enables users to prepare a board book with meeting materials, including managing file uploads and publishing selected materials.
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Voting
Provides built-in voting functionality to streamline decision-making and approvals.
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Polls and Questionnaires
Gives users the ability to send polls, surveys, or questionnaires to board members.
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Task Manager
Includes the ability to create and assign tasks to board members or committees.
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Agenda Management
Access event or meeting agenda online
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Committee Management
Manage a group of members established for coordinating plans, programs, or other initiatives
Task Management
Create, manage and track all task activities and progression
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Workflow Management
Create, design and manage workflows for repetitive tasks
File Management
Create, save, and store files
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Event Scheduling
Plan an event's time and location
Board Tools (16)
Document Storage
Provides cloud storage for documents and content in-app.
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E-Signatures
Enables board members to view and electronically sign documents.
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Permissioning
Restrict access to confidential files or folders.
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Annotations and Notes
Allows board members to share notes or annotations with others.
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Video Conferencing Integration
Integrates video conferencing into the meeting workflow.
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Meeting Archives
Maintains an archive of meeting materials.
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Single Sign On (SSO)
Provides a single sign on functionality for users and works with different authentication applications.
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Skills Tracking
Manages skills tracking for board members, helps users identify skills gaps, and informs recruitment and succession planning.
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Board Assessments
Allows for the creation and administration of board assessments.
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Roles & Terms
Provides real-time insights into board members’ roles and term statuses.
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D&O Questionnaires
Creates tailored questionnaires for directors and officers, featuring pre-filled answers, eSignatures, and attachments.
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Storage & File Sharing Integration
Integrates with popular storage and file-sharing tools including Google Drive, OneDrive, or DropBox
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Email Integration
Integrates with popular email software, such as Microsoft Outlook or Google Workspace
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E-Signature Integration
Integrates with e-signature software such as Docusign or Adobe Acrobat
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI - Board Management (3)
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AI Text Summarization
Allows users to generate text based on a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Automatic Transcription
Use AI to convert voice into text automatically
Agentic AI - Social Networks (3)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Customizable Fields
Customize data fields to support various needs and use cases
Agentic AI - Meeting Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Board Management (3)
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Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Cross-system Integration
Works across multiple software systems or databases
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Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Decision-Making (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Additional Functionality (155)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Real-Time Updates
Receive system updates as soon as any changes are made
Event Calendar
A list of events with their respective dates
Mobile Access
Access software remotely via mobile devices
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Live Chat
Ability to chat online in real time
Activity/News Feed
Continuous profile-based stream of news and activity
File Management
Create, save, and store files
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Tracking
Track and document all activities across devices, networks, and other systems
Data Import/Export
Import and export data to and from software applications
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Document Storage
Store and organize documents in a centralized system
Blogs
Allows users to publish blogs on social site
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Email Management
Manage, store and organize emails within the system or via third-party apps
Personalization
Adjust communications based on previous interactions or personal preferences
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Data Security
Protect sensitive data for digital privacy
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Event Management
Schedule and manage the logistics of activities and other gatherings
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Online Forums
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Document Management
Store, manage, and track all electronic documents in a centralized location
Commenting/Notes
Leave comments and notes on documents for others to view
Filtering
Find & retrieve relevant data or documents
@mentions
An @mention is a way to tag or notify a specific person about a message/post
API
Application programming interface that allows for integration with other systems/databases
Task Management
Create, manage and track all task activities and progression
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
User Profiles
Profiles of users providing basic information
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Social Promotion
Market event via social media tools
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Media Library
Collection of images, videos and other digital content that can be used
Advertising Management
Manage advertising space and its sales within your network or publication
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Group Management
Organize and edit a group of people's policy and members
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Mobile Access
Access software remotely via mobile devices
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Chat/Messaging
Communicate using direct chat or messages within the system
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Healthcare
Software designed for the healthcare industry
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Automatic Backup
Data is backed up automatically to prevent data loss
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
API
Application programming interface that allows for integration with other systems/databases
Document Review
Review and analyze existing information across documents
Member Directory
Comprehensive list that contains information and details of all the members associated with a particular organization or group
Version Control
Track revisions and updates made to files and navigate between different versions
Video Conferencing
Connect with meeting participants remotely over video
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
For Nonprofits
Software specialized for non-profit organizations
Critical Date Alerts
Notifications received when important dates and deadlines are coming up
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Company Register
Data Import/Export
Import and export data to and from software applications
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Company Formation
Integrated automation system to allow enterprises to create new company holdings
Event Calendar
A list of events with their respective dates
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Mobile Access
Access software remotely via mobile devices
Live Chat
Ability to chat online in real time
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Private Chat
Send messages to selected individual(s) from the entire audience
Virtual Backgrounds
Upload or use pre-set virtual backgrounds during video meetings
Minutes Management
Keep an official record of all meeting discussions, including decisions made, actions assigned, deadlines set, etc.
Recording
Record live video calls to play later
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing
Connect with meeting participants remotely over video
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Attendee Management
Process of managing, tracking, and communicating with individuals who are registered to attend an event
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Breakout Rooms
Sub-room created within virtual meeting/class
Video Layouts/Views
Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)
Action Item Tracking
Track the status of discussed/agreed tasks
Customizable Branding
Add customized logos and colors to align with company branding
Annotations
Highlight content and/or make notations about parts of content
HD Audio/Video
High-definition audio and/or video capabilities
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Meeting Preparation Tools
Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing
Notes Management
Allow users to create, edit, and sort multiple notes
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Agenda Management
Access event or meeting agenda online
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Document Management
Store, manage, and track all electronic documents in a centralized location
Task Management
Create, manage and track all task activities and progression
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Dashboard
Alter the layout and content of dashboards
Historical Trend Analysis
Review data from past periods to reveal recurring tendencies
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Customizable Reports
Alter the layout and content of reports
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Real-Time Data
Receive data and information in real time
Functions/Calculations
Perform various mathematical calculations using the data
Statistical Simulation
Assess the performance of a method by picking a random sample from a normal distribution
Self Service Data Preparation
Access, combine, transform, and store data without the help of an IT department
Predictive Analytics
Predict future data based on historical data sets
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Data Visualization
Graphical representation of data
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
For Healthcare
Software designed for the healthcare industry
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Planning Tools
Monte Carlo Simulation
stochastic model based on repeated random sampling
Multi-Channel Data Collection
Collect information from multiple sources
KPI Monitoring
Tracking the status of previously identified performance measurements
Data Source Connectors
Connect to big data sources
Forecasting
Form predictions based on past and present data/trends
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export
Import and export data to and from software applications
Real-Time Analytics
Analyze and gain insights into data in real-time
Decision Tree
Support tool that enables users to progress through a series of steps to solve a problem
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Data Replication
Process of copying and storing data in more than one site or node
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