Boardroom table prepared with papers, laptops, and meeting materials.

Product

Start with the backlog. Stay for the board cycle.

Boardmate Lite gives your team the minutes workflow first. Boardmate Companion brings meeting preparation, collaborators, board packs, actions and approvals into the same continuing record.

Book a demonstration See Boardmate Lite

01 First move

Start with Lite on the immediate backlog before a broader platform move.

02 Boardmate record

Source material, review, chair decisions, exports, actions, and audit history stay together.

03 Companion continuity

Approved minutes and follow-up feed agendas, packs, annual tasks, meetings, and approvals.

Product overview at a glance

First move: Start with Lite on the immediate backlog before a broader platform move.
Boardmate record: Source material, review, chair decisions, exports, actions, and audit history stay together.
Companion continuity: Approved minutes and follow-up feed agendas, packs, annual tasks, meetings, and approvals.
Where to start: Compare the Lite backlog workflow with the Companion board cycle workspace and choose the first evaluation step.

Boardmate Lite review queue for draft minutes. — Draft minutes, reviewer activity, and comment decisions stay beside the reading surface.

Choose the work you need to do

Use Lite to clear historical minutes. Choose Companion when your team also prepares and runs the recurring board cycle.

Historic minutes

Lite imports the recordings, transcripts, packs and notes you already hold, then supports drafting, review and export.

Live board work

Companion adds meeting planning, report requests, pack preparation, annual tasks and follow-up.

Working with others

Share a draft for focused review, or invite collaborators to a workspace containing the meetings and requests shared with them.

Meeting connections

Zoom and Microsoft Teams connect live meetings to Companion.

Lite proves the workflow first

Lite moves meetings from source material to approved minutes: preflight, draft, review, regeneration, and export. A small batch can show whether the economics change before the team widens the workspace.

Companion carries the same control forward

Companion starts when the record needs to begin before the meeting and continue after approval. Agendas, report requests, compliance calendars, board packs, actions, approvals, and future meeting context use the same controlled workflow.

Immediate use

Clear historic minutes backlogs with Lite.

Companion continuity

Carry approved minutes, actions, report requests, compliance dates, and board pack history into Boardmate Companion.

Team confidence

See how backlog clearance feeds the recurring fund board cycle.

Governance cycle

The record improves as it moves through the cycle.

Source material becomes draft minutes, review history, chair decisions, exports, actions, and useful memory for the next meeting.

Prepare Meeting material
CSV, board packs, transcripts or recordings, support notes, separate reports, and reviewer details.
Draft First minutes
A formal house-style draft generated from the available source material.
Review Private comments
Reviewer submissions, selected passages, uploads, and no-comment confirmations.
Approve Chair decision
Accepted feedback and chair instructions shape the regenerated version.
Carry Governance memory
Actions, audit history, approved wording, and continuity for future meetings.

Common questions

Questions about this Boardmate workflow.

Does reviewer feedback automatically rewrite the minutes?

No. Reviewer comments are review input. The chair or delegated board support user decides which feedback shapes the next draft.

Can Boardmate be evaluated with a small sample batch?

Yes. A first evaluation usually works best with several ordinary meetings, one complex meeting, one short or adjourned meeting, and prior minutes that show house style.

Is Boardmate Lite separate from Boardmate Companion?

Lite is the backlog-clearing workbench. Companion is the broader board cycle workspace for agendas, report requests, board packs, annual compliance tasks, actions, approvals, reminders, and governance memory.