When you're the sole person chasing documents, managing last-minute changes, and rebuilding packets from scratch — the work follows you home. Move board prep into a system that handles the assembly, updates, and distribution automatically. Take that vacation knowing your next board meeting is in good hands.
Create error-free agendas and minutes swiftly — an admin's dream come true.
Refine meeting prep and material handling with OnBoard's automated, intuitive tools.
Boost satisfaction and streamline communication using OnBoard's centralized platform.
Benefit from personalized training and support tailored to your board's unique needs.
End the cycle where one urgent email blows up your whole day. Handle 5:59pm changes with live packet updates that instantly refresh for everyone. Get ahead of the cycle instead of running from it, and sign off knowing everything is ready.
A blank agenda triples the time it takes to start. Turn a short prompt or supporting document into section titles, presenters, and durations — so reviews begin sooner with Agenda AI. When the meeting runs, stay present while the note-taking happens automatically. Turn the transcript into a draft you control with Minutes AI, then refine instead of reconstruct from memory.
Protect your reputation with a board portal directors actually use. When someone can’t find a document or misses a signature, the blame usually lands on you. Give them one simple place to log in, prep, sign, and stay current — used today by more than 7,000 boards across every level of tech comfort.
Own the full board cycle so meetings feel prepared, focused, and under control. Materials arrive on time, decisions are clear, and governance quietly runs in the background. When everything works, the board remembers the person who made it happen.
Let Minutes AI take the first pass so you can stay present in the meeting. Generate draft minutes from the transcript then review and refine instead of writing from scratch.
Bring in a partner so adoption doesn’t sit on your shoulders. Work with an implementation specialist who handles migration, setup, and board training, then stays with you through ongoing support.
Keep the board book current without starting over every time something changes. Link documents directly to agenda items so updates land once and flow into the packet automatically.
Stop hunting through inboxes and shared drives every time someone asks for an old packet. Centralize board materials in one searchable library where directors can pull past books, policies, and minutes on their own.
Run every board and committee from one hub so you don’t juggle separate systems, with dedicated spaces, members, and materials for each group. Directors only see the boards and committees they sit on, so sensitive work stays where it belongs.
Keep editing in Word, Excel, and PowerPoint so your workflow doesn’t change, then publish straight into the board book without rebuilding a giant PDF. Make updates in 365, republish in a click, and everyone opens the same current version.
OnBoard directly integrates with Microsoft Office 365 documents, Docusign, and with Teams and Zoom for video conferencing.
Give directors a simple portal that feels familiar, with clear navigation and apps that work across devices. Training and live support handle the “I can’t log in” moments so you don’t become the help desk.
No. AI is optional and can be turned up, down, or off for each meeting. When you do use it, AI runs inside your governance record—not on public chatbot tools—so drafts and summaries stay private and under your control.
Use the same platform whether you support a small nonprofit board or a complex governance structure. Pricing scales with your needs, and recovered time, printing savings, and fewer third-party tools help make the case internally.
OnBoard is the most user-friendly product that I’ve experienced, not just from the board member perspective, but from the administration side as well. If you’re going to spend any more than one meeting doing both paper and digital, you’re wasting your time and you’re not doing your trustees a service.
Heather Fehn
Chief of Staff and Secretary to the Board of Trustees
“I came from an advertising background where paperwork like that was just not what we did. I thought there had to be an easier solution. It’s just been a dream. It’s been an absolute game-changer in that there’s no longer trees being cut down and 200 pages being printed and run around North London at 10 o’clock at night.”
Sara F
Executive Assistant to the CEO
faster meeting prep
Fewer Pages Printed or Emailed
I highly recommend this software to potential users. It is amazingly efficient and has served the complex needs of our growing board admirably and I appreciate that OnBoard is always adding on to itself and striving to become a better product. Customer service is excellent.
Roberto P.
Director of Trusteeship & Executive Office Administration
OnBoard is constantly updating their platform and making it more and more user friendly each time. Uploading documents is fast and easy. We are relying less and less on paper, and with the switch to OnBoard we can capture voting, conflict of interest statements and more on the platform.
Sara F.
Executive Assistant to the CFO
The engagement of the OnBoard sales and service team has been exceptional. Their support has made the transition from our previous board meeting platform to OnBoard seamless. It is user - friendly and helps keep the board efficient in a remote work environment.
Clarissa S.
Executive Secretary and Human Resources Assistant
Consolidate your committee orchestration efforts with OnBoard's dedicated management tools. Align agendas, documents, and communications within each unique committee's space, establishing order and fostering effective collaboration. Empower committees to perform at their peak without the administrative overhead.
Harmonize your board management workflow with OnBoard's integration with Microsoft 365. Enjoy the familiarity of Microsoft's tools while tapping into enhanced collaborative features, ensuring nothing gets lost in translation between your daily office suite and your board portal.
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Download our digital brochure and discover why OnBoard is the leading board management solution.
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An interactive comparison worksheet to have on-hand when considering board management software
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A comprehensive guide on selecting a Board Management vendor that will make your board happy and keep meetings focused on strategy.
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