Get Ready to Love Creating Agendas

One perfect solution for boards, committees and meetings.

Automate your meeting agendas and packets with a simple, consistent process. Eliminate time consuming manual tasks and focus on important issues instead. Let each board member manage content the way they want.

Designed Just for You

Customize workflow rules, business processes, agenda design + more.

BoardSync is customized to suit your individual design needs and unique approval process. Create and manage content with custom design templates, wording, numbering and ordering - along with a public portal that matches your website.

Complete Security and Access Oversight

Fine-tune your content’s security for different staff members.

Gain control over user security; users can only see the functions they’re allowed to access. Easily identify attachments for limited access based on staff or security level.

Create Agenda Items in Seconds

Intuitive process is simple for your organization’s entire staff.

Easily track all key item information, and create tasks and to-dos with reminders. BoardSync supports PDF, Word, Excel, PowerPoint and image files, with simple drag and drop ordering of all supporting documents.

Agenda Approvals Your Way

BoardSync’s flexible approvals engine adapts to your review process.

No more chasing approvals, phone or email tag. This powerful approvals engine streamlines routing, email notifications, and manages backup approvers. Even last minute changes are a breeze.

500+ Page Packets? No Sweat.

It only takes a couple of clicks to create a packet of any size.

Create any size agendas and packets in just seconds. Easily build different versions based on confidential materials inclusion. Publish immediately to your organization’s public portal for instant transparency.

Deliver Meeting Content to Any Device

Let board members choose how to get meeting content.

Efficiently deliver packets of any size by paper, email, Dropbox, download, or board portal. BoardSync is optimized for all devices including desktops, laptops, tablets and mobile phones.

Find What You Need Fast

Save time with powerful keyword and filtered search engine.

BoardSync automatically organizes and stores all of your meeting content, so it’s easy to retrieve what you’re looking for in no time. Search includes past items, attachments, minutes and agendas by keyword, date range, and more.

Analytics to Improve Organization Performance

Clear reporting provides insight on progress and goals.

Clear reporting provides insight on progress and goals.