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OnBoard

#1 Rated Board Management Software & Board Portal

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OnBoard is a board management platform that brings agenda building, meeting lifecycle management, secure document sharing, eSignatures, and AI assistance into one system for boards and leadership teams. It addresses the administrative work around board meetings, including assembling board books, distributing materials, capturing minutes, tracking action items, and maintaining a searchable record of governance decisions and history.

The platform includes an Agenda Builder, Minutes Builder, Task Management, Approvals, File & Document Management, Secure Messenger, Director & Officer Questionnaires, and Meeting Analytics. Integrations cover Microsoft 365, Zoom, Teams, and DocuSign, with iOS and Android apps for mobile access. OnBoard AI features include AI Agenda, AI Assist, AI Book, AI Meeting Insights, and AI Minutes, which draw on board books, published minutes, and meeting history to support preparation and decision-making. Security features include role-based permissions, action logging, automatic retention, and compliance certifications such as SOC 2, ISO 27001, HIPAA, and GDPR.

OnBoard is used by administrators, board professionals, directors, trustees, CEOs, general counsels, and IT leaders across industries including financial services, government, healthcare, education, nonprofits, and technology. The platform offers a free trial, with pricing available through a sales conversation rather than published plan tiers.

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