Meetings
Schedule a meeting, build the agenda, capture attendance, run a live vote or written consent, and draft the minutes with The Forge, all in one place. Action items roll forward to the next meeting until they’re closed.
Features
Every core board workflow. Built into one platform.
Meetings, documents, voting, resolutions, governance, The Forge. All available from your first login. No modules to buy. No seats to count.
Documents
Versioned storage with inline rendering for PDFs and Office files. Full-text search that returns in under four hundred milliseconds across ten thousand documents. Granular permissions down to the individual file. Annotations that survive version replacement, anchored to content rather than page numbers.
Voting and resolutions
Cast votes live during a meeting or by written consent out of cycle. Draft resolutions, route them to signers, and generate a sealed PDF with a certificate of authenticity. Evidence-grade from the first version.
The Forge
Claude, grounded in your documents. Ask questions and receive answers with citations. Draft summaries, minutes, policies, and resolutions. Every output links back to the paragraph it came from.
Governance intelligence
A living risk register with quarterly-review cadence. A versioned policy library with annual director attestations. A compliance tracker mapped to your frameworks. A governance health score that tells you where the gaps are. D&O questionnaires and a skills matrix.
Collaboration
Real-time co-editing for minutes and policies. Threaded comments on any document, meeting, or annotation. Mentions that notify. Two-way announcements: the board responds in-thread, not in a separate email chain.