Boardwise is the board portal that directors actually want to use — and that gives corporate secretaries a governance record they can stand behind. Clean enough that everyone in the room adopts it. Rigorous enough that you can defend it when it counts.
A 30-minute walkthrough with our team. Every question answered by the people who built it.
Most boards use email and shared drives because they're convenient — not because they're good enough. Here's what that leaves unaddressed.
If directors conduct board business through personal email, those inboxes can be compelled in discovery — along with everything else in them. Boardwise keeps board communications in a dedicated, encrypted channel that is isolated from personal email entirely.
A PDF signature on a scanned document cannot prove who signed, when, or whether the document was altered after signing. Boardwise replaces this with passkey-verified written consents — authenticated by biometrics or hardware key — and generates a SHA-256 integrity digest for every resolution.
Records without a defined expiry date can be compelled in litigation long after their usefulness has passed. Boardwise lets you define retention policies at the organization, folder, document, or meeting level — with automatic, auditable deletion and visual warnings before anything expires.
A spreadsheet cannot prove your board ran its conflict-of-interest process. Boardwise issues annual declarations and Code of Conduct acknowledgements directly through the platform and gives you a real-time compliance dashboard showing exactly who has responded — and who hasn't.
Purpose-built for how boards actually work — and designed so the governance record takes care of itself.
Every board resolution signed through Boardwise is authenticated by passkey — biometrics (Face ID, Touch ID) or a hardware security key. No one can sign on behalf of another director.
Each resolution generates a downloadable audit package containing a SHA-256 cryptographic integrity digest. If the document is altered in any way after signing, the hash will not match. This is the standard of proof that survives due diligence and regulatory review.
Boardwise Messaging keeps board communications in a dedicated, encrypted channel — completely separate from personal email. Directors receive notifications but the content of board discussions never touches a personal inbox.
The practical effect: your board's sensitive deliberations are not commingled with personal correspondence. Read receipts are tracked. The entire record is within your platform.
Issue conflict-of-interest declarations and Code of Conduct acknowledgements directly through Boardwise. Directors complete declarations inside the platform — no email attachment, no PDF return required.
A real-time compliance dashboard shows every director's status at a glance: responded, outstanding, or overdue. During an annual audit or regulatory review, you can demonstrate your process instantly rather than reconstructing it from email threads.
Define retention rules at any level: the entire organization, a specific folder, an individual document, or a single meeting. When content reaches its expiry date, deletion is automatic and logged.
Visual warnings flag items nearing deletion so nothing disappears unexpectedly. Every deletion action is recorded in the audit log — including what was deleted, when, and by which policy. You can prove a document no longer exists, and why.
Meetings in Boardwise move through a structured lifecycle: Draft → Announced → Published → Locked. Each state is controlled by the corporate secretary. Materials go out when you're ready — not the moment you save a document.
Directors receive one-click RSVP links directly from their email invitation. Responses sync automatically to their calendar (Google, Outlook, or any ICS-compatible app). Setup Mode lets you organize the full board environment privately before any invitations go out.
Every action in Boardwise is logged: document views, downloads, edits, permission changes, deletions, login events, and consent signatures. The log is append-only and cannot be altered by users.
In a due diligence process or regulatory review, you can produce a complete record of who saw what, when. If a director claims they never received a document, you can verify the record in seconds.
Written consents, director declarations, and board surveys — handled inside Boardwise, with a complete audit trail attached to every response.
You're the one driving the process. But directors have to love it, and the GC, CFO, and IT team all have questions before they sign off. Here's what each of them needs to see.
Boardwise was built from the corporate secretary's perspective: full control over what gets published, to whom, and when — without chasing directors for responses.
Directors don't want to think about software. They want their board papers on their iPad, their action items in one place, and a signature process that takes ten seconds. That's what Boardwise delivers.
Boardwise gives you the tools to demonstrate that your board ran a proper process — whether the audience is an auditor, a regulator, or opposing counsel.
Legacy board portals are priced like enterprise software because they were sold to people who weren't spending their own money. Boardwise is priced for the actual cost of what it does.
Full technical documentation is available at trust.boardwise.co. Here's the summary:
The average director sits on more than one board. With legacy portals, that means multiple accounts, multiple passwords, and multiple logins — one per organization.
Boardwise consolidates every board identity into a single passkey-secured account. Directors switch between organizations in one click. Their notes, annotations, and preferences follow them across every board they serve.
The practical result: directors actually show up prepared. And when a board adopts Boardwise, those directors carry it with them to their next board. The network effects are built into the design.
See it in actionWe rebuilt the PDF viewer from scratch. It works on a phone. It has the annotation tools that matter. And it remembers your notes across every document on every board.
Highlights, typed notes, and freehand drawing — directly on the document. Add private annotations before a meeting and review them during.
All your annotations across every document, in one place. Jump back to the exact page and note you made while preparing for a meeting.
Compare two versions of a document side-by-side with synced scrolling. See what changed between the draft and the final.
Native iOS and Android apps. Review board papers on your iPhone, sign a consent on your iPad, get push notifications for critical deadlines.
Full documentation at trust.boardwise.co. Here's the short version.
Hosted on Heroku's platform, operating within Salesforce's SOC 2 Type II, ISO 27001, and PCI DSS certified data centers.
AES-256 at rest. TLS 1.3 exclusively in transit — no legacy protocol support. Your documents are encrypted the same way banks encrypt transactions.
Passkeys (WebAuthn): biometrics (Face ID, Touch ID) or hardware security keys. No shared secret — passkeys cannot be phished or reused across sites.
Role-based permissions at the organization, group, meeting, and document level. Immutable audit logs on every user action — views, downloads, edits, and deletions.
Infrastructure details, data handling practices, privacy policies, compliance status, and security FAQs — in one place, maintained by the team that built the platform.
We handle the migration. You don't need to export anything, map anything, or reconstruct your board structure. We do it with you.
We understand your current setup: board structure, committees, document organization, access controls.
Your boards, committees, members, roles, and folders are replicated exactly in Boardwise.
Historical documents, meeting materials, minutes — transferred and organized.
No forced cutover. Run both systems until you're ready to switch — on your timeline, not ours.
We align the launch to your board calendar — not mid-meeting-cycle.
If you're not on this list, ask us. If you can export it, we can migrate it.
No charge until your existing contract ends. No double-paying.
Legacy board portals charge five figures a year because they're sold by enterprise sales teams to procurement committees. Nobody in that room is spending their own money. The price has nothing to do with what the software is worth. $200/month is what this should cost.
Your entire organization. One flat price.
Typically priced at five figures per year. Per-seat fees add up as your board grows. Annual contracts lock you in. Migration out is expensive and painful.
Pricing from published sources, updated periodically. Contact us for a direct comparison.
No account managers. No support tiers. No ticket queues. When you have a question, you reach our team directly — the people who built the software and know it inside out.
White-glove migration at no extra charge. We don't charge for setup. We don't charge until your existing contract ends.
We review every application and set you up personally. Tell us about your board and we'll be in touch within one business day.
We'll be in touch within one business day to get you set up. Questions in the meantime? hello@boardwise.co or 1 (888) 688-7107.
Your information is never shared with third parties.