Most growing organizations do — until the stakes get higher and the gaps start to matter. Boardwise is the calm next step: $200/month flat, white-glove setup, no contract to commit to.
Clean enough that everyone in the room adopts it. Rigorous enough that you can defend it when it counts.
Most boards use email and shared drives because they're convenient — not because they're good enough. Here's what that leaves unaddressed.
When directors conduct board business through personal email, those inboxes can be compelled in discovery — along with everything else in them. Board discussions belong in a dedicated, encrypted channel that is isolated from personal email entirely.
A pasted signature on a scanned document cannot prove who signed, when, or whether the document was altered after signing. Passkey-verified written consents — authenticated by biometrics or hardware key — produce a SHA-256 integrity digest for every resolution.
Folders multiply. Old directors retain access. Sensitive packets sit in the same tenant as everything else IT manages. A dedicated portal scopes board materials to the people who need them, with a clean record of who saw what and when.
Annual COI declarations and Code of Conduct acknowledgements scattered across email threads and spreadsheets are nearly impossible to evidence under audit. A real-time compliance dashboard shows responded, outstanding, or overdue at a glance.
The push-back on adopting a portal usually sounds like one of these. Here's our honest answer.
Old portals were priced like enterprise software. Boardwise is $200/month flat — less than most small organizations spend on a single committee dinner. The cost of one bad audit finding or one mishandled discovery request is a much bigger number.
SharePoint is a general-purpose document store. It's not a board record. It doesn't capture votes, signed consents, attendance, COI declarations, or meeting lifecycle — and it sits inside the tenant your IT team manages day to day. A board portal is a different artefact.
They prefer not being interrupted. Boardwise sends notifications they can act on in one click — RSVP from the email, sign a consent with a passkey, open a packet on their phone. The portal is what holds the record; email is just where the ping arrives.
When you're starting from email and folders, there's nothing to export and no contract to escape. We set up your boards, committees, members, and historical documents with you in a single working session — usually in days, not weeks.
No contracts, no per-seat fees, no annual commitment. Cancel any time. If after a quarter Boardwise hasn't earned its place, you owe us nothing further.
Boardwise is hosted on Heroku's SOC 2 Type II certified platform, with encryption at rest and in transit, MFA, and role-based access. Trust documentation lives at trust.boardwise.co — share it with IT before the first call.
There's no export to wrangle and no contract to unwind. We'll stand up your board environment with you and align go-live to your meeting calendar.
We learn your board structure, committees, meeting cadence, and where materials currently live.
Boards, committees, members, roles, and folder structure — built with you, not handed to you as a checklist.
Recent meeting packets, minutes, charters, and policy documents from email, SharePoint, or shared drives — uploaded and organized.
Directors get a single email with one-click RSVP and a link to the packet. No new app to learn before the meeting.
Resolutions, COI declarations, audit logs, retention — captured in the platform from day one. No backfill required to start producing a defensible record.
Most organizations are running their next meeting in Boardwise within two weeks of the intro call.
The capabilities email and SharePoint can't give you — without the legacy portal complexity.
Directors sign resolutions with a passkey — biometrics or a hardware security key. Each signed consent generates a downloadable audit package with a SHA-256 integrity digest. No email attachments. No scanning.
Board messaging stays in a dedicated, encrypted channel. Directors get notifications, but the content of board discussions never lives in a personal inbox. Read receipts are tracked.
Issue COI declarations and Code of Conduct acknowledgements directly through Boardwise. A real-time dashboard shows every director's status: responded, outstanding, or overdue.
Configure how long different categories of materials are kept and apply the policy uniformly. Personal inboxes can't be retention-managed; a portal can.
Directors who serve on multiple boards see them all from a single account. No new password per organization. A unified dashboard for meetings, documents, and action items.
The packet viewer was rebuilt from scratch — works on a phone, has the annotation tools that matter, and remembers a director's notes across every document on every board they serve.
One price for the whole organization — every board, every committee, every director. No per-seat fees. No tiered features held back. No annual contract.
Cancel any time. We'd rather earn the next month than lock you in.
Board materials deserve more than a shared folder with everyone-in-the-org access. Boardwise uses encryption, MFA, and precise role-based access — and the trust documentation IT will ask for is already published.
SOC 2 Type II, ISO 27001, and PCI DSS certifications inherit from the platform. The full inventory is on our trust center.
Encrypted at rest and in transit. Modern standards, no exceptions.
Strong logins with passkey and MFA support, and administrative visibility into access activity.
Role-based permissions and complete audit logs so the right people see the right things — and you can prove it later.
See how easy it is to move your board onto a real portal — with white-glove setup and no contract to commit to.
We'll reach out to set up a 15-minute intro and walk through what your setup would look like.
Your information is secure and will never be shared.
Have questions? We're here to help.