Questions CSP teams ask before they introduce Boardmate.

Clients and contributors can review minutes, give feedback and contribute to upcoming meetings at no extra charge.

Lite focuses on historic meeting imports, drafting, review and export. Companion adds live meeting planning, collaborator requests, pack preparation, annual tasks, actions and circulation.

The meetings, published minutes and requests shared with them. Their invitation does not give access to the organisation’s wider fund records.

Zoom and Microsoft Teams connect live meetings to Companion. Available transcripts become source material for draft minutes, with review and approval controlled by the meeting team.

No. The meeting team reviews the submission and chooses the version to accept. A linked action is closed by a separate decision.

After its circulation email is sent successfully. Preparing the email places it in Outbox for review and approval, with the reviewed PDF attached.

It gives the team a visible pipeline for source readiness, drafting, review, chair decisions, regeneration, and export. The team can see what is waiting, what needs attention, and what is ready to file.

A useful batch usually includes the meeting list, transcripts or recordings, board packs, support notes, prior approved minutes, known exceptions, and separate reports when they matter to the minutes.

Preflight should make gaps visible before the draft is judged. The team can correct missing material, prioritise meetings that are ready, or include the gap in the evaluation decision.

Boardmate Limited is enrolled in the Microsoft AI Cloud Partner Program under Partner ID 7146904.

Before real confidential files move. The first conversation can cover workspace access, reviewer links, data flow, subprocessors, retention, deletion, exports, and security review questions.

The contact form is for starting the conversation. Real sample material belongs in the agreed evaluation workspace after confidentiality, data handling, access, retention, and sample scope are settled.

The security, data-flow, access-control, privacy, and terms pages explain the first questions. Current security review detail comes from the Boardmate team on request.

Boardmate Limited is a private limited company incorporated in England and Wales. The company number and registered office are listed in the footer for procurement notes.

It shows up in repeated work: first drafting, review chasing, redrafting, approval packaging, and follow-up across many funds. Lite can prove that case on a real backlog before Companion is considered for the live cycle.

Boardmate can sit beside the existing portal and focus on minutes, review control, approval output, actions, and the live governance record.

The larger gain is staff capacity and client confidence. Experienced people spend less time rebuilding files and more time supervising judgement, exceptions, house style, and approval readiness.

The director receives a focused review route for the relevant draft. They can read, comment on passages, upload support, or confirm no comments without managing the wider workspace.

The chair or delegated owner decides which feedback is accepted before regeneration. Reviewer comments are recorded as input, not automatic changes to the formal record.

It can show reviewer activity, comments, uploads, accepted feedback, regeneration steps, exports, and approval history. That gives the meeting record a clearer route than scattered Word versions and email replies.

They gain a CSP that can show current meeting history, approved minutes, open actions, annual task status, and approval position more readily. The value is confidence in the governance operation behind the fund.

Advisers and filing portals still do the specialist work. Boardmate helps the CSP manage board-cycle tracking, minutes, review, approvals, actions, reminders, and governance memory around that work.

Yes. Five to ten representative meetings is usually enough to test ordinary drafting, a complex meeting, a short or adjourned meeting, source gaps, reviewer behaviour, and house style.

A CSV meeting list, recordings or transcripts, board packs, support notes, prior approved minutes, known exceptions, separate report files, and the person who decides which reviewer feedback changes the draft.

Compare Boardmate against the real current process: source collection, first drafting, email chasing, scattered responses, manual redrafting, chair approval, DOCX handling, PDF circulation, actions, filing, and carry-forward.