BOARD PORTAL

Board Portal Solutions for Modern Governance

DiliTrust’s Board Portal software gives directors and board administrators one secure environment to manage meetings, documents, and decisions.

Two collaborators use board portal

One Secure Space for Board Collaboration

Easy Adoption for Board Members

A modern board platform only delivers measurable value when users adopt it without effort. DiliTrust’s digital Board Portal provides a consistent, role-based experience across desktop, tablet, and mobile — with a dedicated app giving board members and executive directors instant access to agendas and board materials, no training required. The result: higher engagement, faster adoption, and stronger participation across every board.

A Board Portal that Adapts to Your Governance Needs

Your board portal should fit your needs — not the other way around. DiliTrust is a flexible board management platform that organizations configure around committee structures, permissions, and workflows, adjusting freely as governance needs evolve over time. The result: a consistent board software environment scaling from lean setups to complex, multi-entity governance without reimplementation or lost clarity across the business.

Secure Environment for Board Collaboration

Board documents carry the most sensitive information in the organization — data protection is a prerequisite for trust. DiliTrust runs on ISO 27001 and SOC 2 Type II foundations, with sovereign hosting options, granular access rights, and complete audit trails — delivered through a board portal for corporations. The outcome: secure collaboration, protected board communication, and confident governance at every level.

Manage Your Board Meetings from Preparation to Follow-Up

Board meeting management software supporting board directors across preparation, live sessions, and follow-up — saving time at every stage.

BEFORE THE MEETING

DURING THE MEETING

AFTER THE MEETING

Interface of Board Portal before the meeting

BEFORE THE MEETING

Streamline Your Board Meeting Setup

Poor preparation creates wasted board time. DiliTrust’s board management software centralizes everything teams need to prepare efficiently — meeting agendas, documents, notifications, and collaborative drafting — inside one Board Portal software. Corporate secretaries eliminate manual chasing and duplicated work, while every participant arrives aligned.

  • Meeting preparation: Duplicate prior meetings, votes, surveys, and board packs to ensure consistency.
  • Document management: Upload, share, and review documents directly in the portal — paperless, centralized, and accessible only to authorized members.
  • Agenda management: Let each member propose topics in advance for collaborative agenda-setting.
  • Communication and notifications: Send custom invitations and reminders, integrated with existing email providers.
  • Real-time collaboration: Annotate, comment, and chat inside shared documents before the meeting begins.
Interface Board Portal during the meeting

DURING THE MEETING

Save Time and Simplify Decision-Making

Live meetings demand fast decisions and precise record-keeping — without the friction of switching systems. DiliTrust runs voting, signatures, attendance, and discussion inside a single board management software environment, giving directors real-time access to the information they need to decide. The result: structured board meetings and cleaner governance output.

  • Attendance tracking: Record online or on-site participation, with watermarked documents protecting sensitive assets.
  • Integrated e-signatures: Sign documents and attendance sheets directly in the platform, via Adobe Sign, SignatureIT, or DocuSign.
  • Voting and surveys: Manage standard and weighted votes in real time or on a scheduled timeline, supporting distributed boards.
  • Minutes and resolutions: Generate, store, and access a full record of decisions inside the platform.
Interface Board Portal during the meeting
Interface Board Portal after the meeting

AFTER THE MEETING

Harness Data for Informed Decisions

Decisions made in the room lose value when follow-up is scattered or delayed. DiliTrust’s board management software records minutes, votes, and resolutions automatically, producing a complete governance trail every board and audit group relies on. You get full traceability, clear accountability, and decisions grounded in accurate data.

  • Post-meeting analysis: Analyze board efficiency with tailor-made KPIs, attendance histories, and voting records — supporting audit-ready reporting.
  • AI-generated meeting minutes: Ensure accuracy without manual effort. Lini drafts minutes from agendas, meeting transcriptions, and supporting documents.
  • Secure storage and sharing: Store signed minutes and resolutions inside the platform, with watermarks protecting distributed copies.
  • Signature management: Group pending signatures in one view, letting corporate secretaries finalize paperwork quickly.

A Comprehensive solution that caters to the diverse needs of all stakeholders, ensuring smooth collaboration and efficient governance processes

Interface Board Portal on desktop, tablet or mobile

A Board Portal Designed for Secure and Efficient Governance

DiliTrust’s Board Portal software brings meetings, documents, and decisions into one secure workspace. We give board leaders and corporate secretaries the control, visibility, and discipline modern governance requires.

15K

boards already trust us

100K

users across the world

2,400+

clients worldwide already trust us

Security and Control for Board Data

DiliTrust’s board management solutions safeguard sensitive board data with security features including multi-factor authentication, encryption, and granular access controls across every platform layer.

Dedicated Support for Your Board Teams

Adopting new board management tools succeeds only with strong support. DiliTrust provides 24/7 multilingual assistance, unlimited training, and a dedicated account manager for clients.

AI to Streamline Board Processes

Lini, DiliTrust’s sovereign AI, automates routine board tasks, including minutes generation, document summarization, and data extraction inside the Board Portal platform. It saves board teams hours every meeting cycle.

Integrations with Your Existing Systems

DiliTrust’s board meeting software connects to email providers, e-signature tools, and enterprise systems through secure APIs. This lets teams adopt the platform without disrupting workflows.

Ready to Experience Next Level Board Meetings?

See DiliTrust’s Board Portal in action. Run meetings more smoothly, organize documents in one place, and make faster decisions.

Request a demo in one click

Explore the DiliTrust Suite

Discover all the modules of the DiliTrust suite, the only suite in the LegalTech market that digitizes all activities with simple, flexible, and reliable solutions.

Icon Board Portal

BOARD PORTAL

Simplify the management of your board meetings

Icon Contract Management

CONTRACT MANAGEMENT

Gain a 360° view of your entire contract lifecycle

Icon Managemen t

ENTITY
MANAGEMENT

Track and manage all legal entities in one place

Icon Litigation Management

MATTER MANAGEMENT

Get a unified oversight of all legal matters.

Icon Documentation Library

DATAROOM

Keep
confidential documents secure

FAQ-mock-up

Frequently Asked Questions

What is Board Portal software?

Board Portal software is a secure digital workspace that boards and committees use to manage meetings, documents, and decisions in one place. Replacing emails, shared drives, and paper board books, it centralizes agendas, votes, minutes, and signatures with controlled access and full audit trails. Modern board of directors management software also integrates into an all-in-one governance platform alongside contract, entity, matter, and data workflows.

How does Board Portal software improve board meetings?

Traditional meeting prep means chasing board packs, managing versions, and coordinating by email. Board portal software helps teams schedule meetings and consolidates the whole cycle — the agenda builder, document distribution, voting, attendance, e-signatures, and minutes — into one platform. The result: hours saved per meeting for corporate secretaries, faster decisions, a user-friendly experience, and a complete governance record. Today’s board of directors meeting software also supports committee meetings and hybrid boards across time zones.

How secure is Board Portal software?

Security is at the core of the Board Portal software. Our enterprise-grade platform holds ISO 27001 and SOC 2 Type II certifications, two-factor authentication, end-to-end encryption, granular access rights, and full audit trails. DiliTrust also adds sovereign hosting outside the US CLOUD Act — a critical protection for regulated industries handling privileged board information and sensitive data.

How is the Board Portal different from general document management tools?


SharePoint and Google Drive store files. The Board Portal runs the meeting. Votes are created directly at the agenda item or on the document, anonymously if needed and with proxy voting. Minutes and resolutions are signed from within the portal through your connected signature provider, up to the advanced eIDAS signature level depending on the provider. You set access, printing, download and watermarks per document, and the analytics dashboard documents consultation rates, attendance and voting results. The Suite is ISO 27001 and ISO 27701 certified, and a SOC 2 Type II report is available under NDA.

How long does it take to implement the Board Portal?

Implementation depends on the scope. A typical board portal rollout covers configuration, user provisioning, document migration, and training for corporate secretaries and users — with structured onboarding keeping every stakeholder aligned. DiliTrust supports rapid ramp-up for full board management, enabling 200+ users within 1–3 months. Deployment is faster when rolled out alongside modules used to manage your corporate entities or handle contract workflows.

How much does board portal software cost?

The cost of board portal software depends mainly on the pricing model. Many vendors charge per user and bill additional features separately, so costs rise with every director and every add-on. DiliTrust prices by the number of boards, with 20 seats included per board. We set the exact price in a proposal tailored to your needs.

How do I choose the right board portal software for my company?

Start with your governance reality rather than a feature list: how many boards, committees and entities you actually run, and where your directors sit. Then judge each vendor on four points: security credentials (ISO 27001, SOC 2 Type II, EU data residency), access rights granular enough to control per director and per document, a complete meeting cycle from agenda to signed minutes in one platform, and an interface a non-technical director can use without help. Ask every shortlisted vendor to demo your own last board cycle instead of a generic scenario, because that is where the gaps show up.

What’s the difference between a stand-alone board portal and DiliTrust’s Governance Suite?

A stand-alone board portal covers the meeting cycle only: agenda, board pack, votes, minutes. In the DiliTrust Suite, the Board Portal is one module alongside Entity Management, Contract Management and Matter Management — entities, directors and mandates are maintained once in LEM and reused for board composition, mandate tracking and governance reporting instead of being re-keyed in a second system .
The practical effect: one consolidated governance dashboard across meetings and mandates — and in the Suite Cockpit, the same consolidated view as your contracts, matters and entity records .

Does DiliTrust’s Board Portal support e-signatures and mobile access for directors?

Yes to both. Board documents can be signed via certified providers integrated with the Board Portal — DocuSign, Universign, Signaturit, Adobe Sign, Connective, Dropbox Sign/HelloSign and Box Sign — at simple (SES) or, with DocuSign, Universign and Signaturit, advanced (AES) eIDAS level; QES is not available through the integration. A Signature Tracking view shows the status of every request, in one room or consolidated across all rooms you have access to .
Directors work from the web and from native iOS and Android apps with a full offline mode: they can open the agenda, read and annotate documents and vote without a connection, and their actions sync once back online. Cached documents stay encrypted at rest with AES-256, with keys in the device’s secure store .