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Best Board Governance Software Shortlist 

After extensive research, these are the platforms that made my list of the top board governance software options. Check them out to discover one that could work for your organization.

  1. BoardEffect - Best for recruiting and onboarding new members to the board
  2. Ansarada Board - Best for built-in AI assistant and guides
  3. BoardPaq - Best for use with mobile devices, including Android and iPhone
  4. Boardable - Best for creating detailed meeting agendas and notes
  5. Convene - Best for automatic video meeting transcription
  6. iDeals Virtual Boardroom - Best for centralizing and sharing documents securely
  7. OnBoard - Best for board intelligence with sophisticated analytics
  8. Sherpany - Best for Board and C-level Executives at European organizations
  9. Boardspan - Best for bespoke advisory that delivers governance and guidance
  10. Diligent ESG - Best for ESG tools that address risk, compliance, and audits
  11. eMeetings - Best as a completely paperless board meeting solution
  12. BoardPro - Best for advanced agenda building and document repository tools

When organizations must engage in corporate board management and governance, they have to deal with the complex nature of scheduling time-sensitive meetings, protecting company information, and ensuring fastidious communication. If your company is struggling with any of these or other pitfalls, like the consequences of omissions and oversights, you need a digital tool to help.

With board governance software, you can automate many of the tasks overwhelming your assistants, organize documents for your management team, and simplify life for your board of directors. To learn more about what a board governance platform can do for you, check out my summaries for the top options and why they made my list.

What Is Board Governance Software?

Board governance is the system that dictates the behavior of your board of directors, as well as the organization they represent, including the scope of their responsibilities, the framework for decision-making, and the relationship between the board and its corporation. 

When it comes to board governance software, this SaaS encompasses a series of tools that help manage the system and processes for a board’s everyday activities. These tools may be used by the board directly, as well as any assistants and representatives included in the daily management of their work.

Overviews of the 12 Best Board Governance Software

Are you ready to take a deep dive into my assessment of the best board governance tools? Check out the overviews below to find a short summary of each platform, a few outstanding features, and a pricing breakdown. You’ll also see some pros and cons to help you narrow down your top options more quickly.

1. BoardEffect - Best for recruiting and onboarding new members to the board

boardeffect board governance software screenshot
BoardEffect has online board books that allow you to build and annotate meeting materials through the mobile app.

As a comprehensive board meeting software and Diligent board brand, BoardEffect delivers agile board management that’s optimized to meet the needs of nonprofits, community healthcare, and higher education. With their annual meeting process tools, you enjoy access to new member orientation tools, like policy handbooks.

Why I picked BoardEffect: The reason this platform made my list was its new member orientation tools. Whether it’s a policy handbook that holds all strategic plans, procedures, and policies or data storage of all the documents related to a new position, BoardEffect provides collaborative workspaces and document management that streamline the onboarding process.

BoardEffect Standout Features and Integrations

Standout features include ad hoc group creation and disassembly with permissions controls and unlimited paperless document storage with no limitation on file size or volume.

Integrations include Go-To Meeting, Google Drive, Okta, Tableau, and Zoom Meetings. BoardEffect has recently introduced a single sign-on integration panel.

Pricing: Pricing available upon request

Trial: Free demo available

  • Outstanding ease of use
  • Simple and intuitive navigation
  • Mobile app for work on-the-go
  • Clunky approval process workflow
  • No sharing of images directly in messaging

2. Ansarada Board - Best for built-in AI assistant and guides

ansarada board board governance software screenshot
Ansarada offers a Virtual Data Room with collaborative tools for question-and-answer workflows.

Ansarada is designed to provide you with AI-powered board governance software that has virtual data rooms, deal-making tools, and next-level Q&A automation. With purpose-built, digitized, and customizable checklists and workflows, this tool is ideal for financial organizations. Enjoy end-to-end deal management that enables boards to run smoothly.

Why I picked Ansarada: What really caught my eye about this platform is the way you can take advantage of unique board features, including taking notes alongside any documents and comparing them side-by-side, as well as creating and publishing binders with the Binder Create Wizard that highlights and guides you through the entire process.

Ansarada Standout Features and Integrations

Standout features include powerful security features with GDPR compliance and ISO27001 certifications and Virtual Data Rooms that centralizes all deal activity.

Integrations include Box, DropBox Business, Google Drive, and OneDrive. Ansarada also offers custom API integrations.

Pricing: From $399/250 MB/month for unlimited users

Trial: Free trial available

  • Simple and user-friendly
  • Basic interface with only the tools you need
  • Robust customer support services
  • Limited native integrations available
  • Pricing is a little higher than average

3. BoardPaq - Best for use with mobile devices, including Android and iPhone

boardpaq board governance software screenshot
BoardPaq provides you access to meeting calendars, agendas, and annotation tools from your mobile device.

As a mobile-friendly board governance software, BoardPaq provides on-premise and cloud-based functionality for organizations of all sizes. You can use this platform to plan and manage board meetings, access collaboration tools to share documents, track projects and assignments, take polls, and create a central repository of all relevant board information.

Why I picked BoardPaq: I like this platform because its mobile-friendly approach is better suited for a world that has transitioned to working remote and on the go. The mobile app has the same look and feel across all devices so you don’t have to worry about adjusting navigation styles and workflow across iPhone, iPad, Chromebook, Android, or Windows operating systems.

BoardPaq Standout Features and Integrations

Standout features include a member homepage for news and announcements, customization for branding and personal needs, and a meeting calendar to simplify scheduling and material sharing.

Integrations include Microsoft 365.

Pricing: From $39/month

Trial: Free demo available

  • Affordable pricing plans
  • Great customer support team members
  • Webinar training and guided onboarding
  • Has a bit of a learning curve
  • Incorrect login attempts lock users out very quickly

4. Boardable - Best for creating detailed meeting agendas and notes

boardable board governance software screenshot
The Boardable agenda-builder has customizable templates for faster meeting material creation.

This board meeting and governance software helps board members simplify and streamline communication to reduce administrative friction. Whether you’re in-person or virtual, you get lots of advanced tools that streamline manual tasks, like agenda creation, taking meeting minutes, and opening related reference documents.

Why I picked Boardable: The agenda-building and meeting organization features are the two tools that really stood out to me. You can plan out every part of the meeting, assign key people, and include time limits to ensure meetings stay on track. You can also access the Meeting Page, which aggregates all relevant board documents, polls, and notes in one place.

Boardable Standout Features and Integrations

Standout features include board pack creation to consolidate all board materials, virtual polling and voting, and a task manager for individuals and teams to follow-up on meetings and track to-do lists.

Integrations include Apple iCalendar, Dropbox, Gmail, Google Calendar, Google Drive, LinkedIn, Microsoft Teams, OneDrive, Yahoo Calendar, and Zoom Meetings. 

Pricing: From $17.99/user/month

Trial: 14-day free trial available

  • Free forever plans for new boards
  • Automated notifications from the get-go
  • Create, save, and edit templates
  • Limited mobile app functionality
  • Has a bit of a learning curve

5. Convene - Best for automatic video meeting transcription

convene board governance software screenshot
Convene has collaboration tools that allow you to annotate, highlight, and comment during a live presentation.

With this board governance platform, Convene strives to provide executives with the digital toolbox they need to share documents, connect through video conferencing, and collaborate in real-time. You can use document collaboration tools to edit and annotate documents during a virtual meeting and enjoy enhanced security features with AES-256 encryption and a remote wipe functionality.

Why I picked Convene: One of the features that stood out to me about this platform was the automated video transcription and recording. Any time your board hosts a meeting with Convene, it will automatically generate post-meeting recording and transcription that ensures anyone can revisit and catch up after the meeting is over.

Convene Standout Features and Integrations

Standout features include an agenda builder and meeting publisher to organize meetings more easily and live meeting tools to ensure everyone is on the same page, like the Virtual Laser Pointer and Page Synchronization.

Integrations include Blissfully, Box, Dropbox Business, Google Meet, Microsoft 365, Microsoft Teams, OneDrive, Skype, WebEx, and Zoom.

Pricing: Pricing is available upon request

Trial: 21-day free trial available

  • Support teams provide training
  • Smooth and intuitive interface
  • Straightforward access to corporate documents
  • Initial learning curve is a little intense
  • Higher-cost platform than many others

6. iDeals Virtual Boardroom - Best for centralizing and sharing documents securely

ideals virtual boardroom board governance software screenshot
iDeals Virtual Boardroom offers collaborative workspaces and checklists to help prioritize issues.

This is one of the best board management software platforms because it’s a cloud-based solution that facilitates all forms of digital communication, from exchanging documents prior to meetings to tracking updates on key activities. With access to all corporate documentation both offline and online, you enjoy two-way communication between board members at all times.

Why I picked iDeals Virtual Boardroom: The reason I added this platform to my final list was because of its security features. This system has military-grade security that ensures compliance with HIPAA, GDPR, SOC1 and 2 standards, and ISO/IEC 27001:2013. You can also use dynamic watermarks on documents to prevent unauthorized distribution.

iDeals Virtual Boardroom Standout Features and Integrations

Standout features include drag-and-drop upload functionality and bulk upload capabilities, automatic index numbering to organize your documents, and OCR system for full text search.

Integrations include Active Directory, AuthAnvil, Bitium, Centrify, JumpCloud, MiniOrange, Okta, OneLogin, Ping Identity, and RSA. 

Pricing: Pricing is available upon request

Trial: 30-day free trial available

  • One of the most intuitive systems
  • Comes with a helper app
  • Flexible and competitive pricing options
  • Limited customization for reporting
  • Folder names can get very long

7. OnBoard - Best for board intelligence with sophisticated analytics

onboard board governance software screenshot
OnBoard offers enhanced engagement analytics to anonymize and aggregate real-time insights.

This business intelligence platform was specifically built to support digital board meetings and remote governance operations. With an aim to streamline analytics tracking and unify communications, your board members have access to the data they need to make more informed decisions.

Why I picked OnBoard: The intelligence tools from this platform, including the Board Assessment feature, really make it stand out. With an assessment, you can set a better foundation for the future of the board, ensuring your team is developing the right priorities that strengthen performance and best practices.

OnBoard Standout Features and Integrations

Standout features include diversity reporting that allows you to report, chart, and plan updates, as well as intelligent search to quickly find the documents, meetings, contracts, and message histories you need.

Integrations include ADP, Google Drive, Govenda, Microsoft 365, Word, Excel, Outlook, PowerPoint, and Zoom Meetings.

Pricing: Pricing is available upon request

Trial: Free trial available

  • Easy to learn and use
  • Intuitive meeting creation and navigation
  • Ideal for the first digital transition
  • Editing a meeting doesn’t show the changes
  • Clunky minute builder tool

8. Sherpany - Best for Board and C-level Executives at European organizations

sherpany board governance software screenshot
Sherpany has a meeting management tool to build agendas, discuss issues, and share materials.

This board governance software is a leading European meeting management solution that was specifically designed for formal board and executive leadership needs. This platform comes with a web application, as well as native mobile apps for Windows, iOS, and Android that enable you to prep for meetings online and offline.

Why I picked Sherpany: One thing that caught my eye about this board management solution is the Presenter Mode feature. Using this tool you can deliver visuals during a virtual conference, presenting engaging and interesting accompaniments to your presentation. Annotate, circle, and highlight various things on your screen for all to see.

Sherpany Standout Features and Integrations

Standout features include a pre-filled minutes template that’s based on the meeting agenda and Digital Circular Resolution to streamline digital voting and electronic signatures.

Integrations include Box, Dropbox, Google Meet, Google Workspaces, Microsoft Outlook, and Microsoft Teams.

Pricing: From $39/user/month

Trial: Free demo available

  • Easy to retrieve historical documents
  • Visually appealing design
  • Simple and easy to use
  • Patches and enhancements aren’t automated
  • Limited internal messaging system

9. Boardspan - Best for bespoke advisory that delivers governance and guidance

boardspan board governance software screenshot
Boardspan has a Market Dashboard that shows members relevant tasks, analytics, and news.

As a leader in board governance services, Boardspan is a powerful board management and meeting solution that offers benchmark analytics, cloud-based assessments, dashboards, and education programs that ensure a holistic approach to governance. With board advisory and search services, you have a series of tools designed to enhance communication and insight.

Why I picked Boardspan: This tool made my list of the best board governance software because of a newly released feature called The Governance Curve™ framework. This update provides your board with a clear path toward growth and success, both on an individual level and as a group. 

With milestones that address the incredibly complex management and strategic concerns of company growth, The Governance Curve is all about guidance that provides immense value for all stakeholders.

Boardspan Standout Features and Integrations

Standout features include performance metrics based on objective and confidential board assessments and enhanced risk oversight that takes a proactive approach to identify risks, surface potential impacts, and suggest mitigation efforts.

Integrations are not available at this time.

Pricing: Pricing is available upon request

Trial: No demo or trial offer available

  • Smaller company that’s happy to customize solutions
  • Analytics-heavy feature list
  • Dynamic dashboards with real-time updates
  • Limited integration options
  • No free trial or demo to see how it works

10. Diligent ESG - Best for ESG tools that address risk, compliance, and audits

deligent esg board governance software screenshot
Diligent ESG provides a compliant space for secure document editing and annotation.

Designed to help directors, leaders, and third parties collaborate and track data across the entire organization, Diligent ESG helps you make more informed decisions to meet your business goals. You can use this board governance platform to manage board, leadership, and committee meetings, communicate securely, automate workflows, and personalize dashboards.

Why I picked Diligent ESG: This tool made my list because it’s built for enterprises that need in-depth risk analytics for audits and compliance. The ESG (environmental, social, and governance) features enterprise risk management that takes a proactive approach to assessing risk, providing solutions, and allowing you to curate your risk and control libraries.

Diligent ESG Standout Features and Integrations

Standout features include board meeting management tools with an agenda builder and meeting minutes recorder and FedRamp certified audit solutions for continuous monitoring.

Integrations include Microsoft Teams, Messenger, Okta, and SecurityScorecard.

Pricing: Pricing is available upon request

Trial: Free demo available

  • Very easy to use after training
  • Compliance and auditing focused tools
  • Highly customizable plans and features
  • Has a bit of a learning curve
  • Building books is not as intuitive

11. eMeetings - Best as a completely paperless board meeting solution

emeetings board governance software screenshot
eMeetings provides committee dashboards that simply visualize tasks and next steps.

Designed to help non-tech-savvy users transition from paper to digital, eMeetings is an intuitive and ergonomically designed platform that enhances board governance and meeting scheduling. With its robust security features and variety of digital tools, like an agenda builder and meeting minutes, your board never has to take notes or print anything out on paper ever again.

Why I picked eMeetings: The reason this platform stood out to me is because it focuses on making everything simple to understand and convenient to use. Its purpose is to encourage board members who don’t like using digital technology to transition to the platform and utilize all its tools and features, including scheduling, notes, annotation, and communication.

eMeetings Standout Features and Integrations

Standout features include document management and archiving to transition to a completely digital environment and automated notifications and updates that keep everyone on the same page.

Integrations are not available at this time. 

Pricing: Pricing is available upon request

Trial: Free demo available

  • Designed to be very easy to navigate
  • Simple to learn and use
  • Robust customer support team
  • No integration with any other platforms
  • Pricing is a little higher than average

12. BoardPro - Best for advanced agenda building and document repository tools

boardpro board governance software screenshot
BoardPro offers chronological organization of all meeting materials and notes for later perusal.

This board governance software places its focus on streamlining administrative processes, including creating board packs, setting agendas, taking meeting minutes, and assigning tasks. With its agenda builder tool, you enjoy access to pre-loaded templates or develop your own templates using drag-and-drop building blocks and clone them for future meetings. 

Why I picked BoardPro: This platform made my list because its advanced agenda tools allow you to do more than simply build your agenda. It also embeds documents from your board pack automatically once the agenda is published. Open documents in the Board Pack view and make digital notes with in-app annotation tools, as well as assign automated reminders to documents so you can track notes, action items, and decisions.

BoardPro Standout Features and Integrations

Standout features include automated notifications that send action items to their owners once a board pack is published and document storage of meeting minutes and notes in chronological order for simplified search functionality.

Integrations are not available at this time.

Pricing: From $150/board/month

Trial: 30-day free trial + free demo available

  • Tools make following up on actions easy
  • Very easy to learn and use
  • Intuitive and clean user interface
  • Lots of features so can feel overwhelming at first
  • Limited integrations with no plans to expand

Other Options

I couldn’t finish my list without including a few more platforms that caught my eye. Additional options for board governance software include:

  1. ContractZen - Best governance software for compliance and audit readiness
  2. Govenda - Best for artificial intelligence-driven administration efficiency
  3. DiliTrust Board Portal - Best for streamlining meeting procedures
  4. BoardMaps - Best for maintaining and speeding decision-making processes
  5. eScribe - Best for running meetings in the public sector for citizen engagement
  6. GOVRN - Best for Business Intelligence insights with real-time metrics
  7. BoardDocs - Best software for public school board meeting management and recording
  8. BoardSpot - Best platform for custom, branded non-profit board portals and accessibility

Selection Criteria For Board Governance Software 

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best board governance software for this article:

Core Functionality

There are several elements to the functionality of board governance software, including meeting scheduling. But if you’re wondering what else these tools should be able to do, take a look at the core functionalities I considered when building my list:

  • Scheduling meetings
  • Sharing meetings
  • Creating agendas
  • Tracking post-meeting notes
  • Recording meetings
  • Managing and archiving information
  • Data protection

Key Features

With these core functionalities in mind, I checked the key features of every single tool on my list to ensure they had something that could deliver a little bit of everything. Look for some of these features on your own research path:

  • Calendar management: Whether it’s an integrated calendar from your email account or an in-app calendar, you need some way to track meetings in a central place.
  • Meeting invites: You should be able to distribute meeting invites with all the details directly from within your system.
  • Agenda builder: Dynamic agenda-building based on templates allow you to create a fully digital document that can be shared among the entire team.
  • Document annotation: Improve collaboration with comments, questions, notes, and highlights on documents as needed.
  • Document storage: You need a central repository to record meeting histories and other essential documents for access in one place.
  • Chat tools: Ensure your board has a variety of communication methods available to them so each one can use the tool that best suits their needs.
  • Task tracking: Allow board members to create lists with action items and assign them out while tracking completion progress.
  • Voting tools: As an essential board function, you need to be able to provide your board with a quick, easy way to make their opinion known.
  • E-signature functionality: Legally binding and secure, this tool can digitally record, track, and store documents with signatures.
  • Security controls: Decide who has the right permissions to view documents and take action. 


I know this probably isn’t the only digital tool you’re using to streamline your workflow and enhance efficiency. To prevent slowdowns in the onboarding and implementation process, I prioritized tools that were straightforward and simple to learn. The top tools on my list also have intuitive navigation and robust customer support.

Software Integrations

Creating a well-rounded tech stack means more than just using a lot of digital tools — they also need to share information to prevent manual data entry and ensure up-to-date data. You’ll see that most of the board governance and management tools on my list link up with the most popular apps to sync regularly and share data.


Board management solutions will vary in capabilities, functionality, and features, ensuring that you can expect a range of pricing. Most board management platforms will offer a subscription-based model with a per-user, per-month payment structure. Some may be as low as $10/user/month or as much as $200/user/month.

There are some notable exceptions to subscription pricing with options that offer a one-time licensing fee that may get up to $15,000 per year. You may find some more affordable options within the $100 to $1,000 range.

People Also Ask

There are a few more general guidelines that may help you decide on your board governance needs. Check out these frequently asked questions for a more comprehensive understanding of board management tools.

Other Revenue Operations Software

There are plenty of tools that make up a complete business management tech stack. Find other options to support your operational needs here:

Next Steps

Whether you’re looking for tools to handle corporate governance, board intelligence, or meeting materials, the software I listed above can help. Choose the top two or three that meet your needs and sign up for free trials and demos to test them out in relation to your organization. Hopefully, you’ll find the right puzzle pieces to fill in any gaps in your tech stack.

Looking for more insights and advice? Explore the blog or sign up for the newsletter to get weekly updates right to your inbox.

By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.