Product
Boardmate Lite clears the immediate minutes backlog. Boardmate Full extends the same controlled record into agendas, board packs, annual compliance work, actions, approvals, and governance memory.
Start with Lite on the immediate backlog before a broader platform move.
Source material, review, chair decisions, exports, actions, and audit history stay together.
Approved minutes and follow-up feed agendas, packs, annual tasks, meetings, and approvals.
Workflow view
Lite gives a pressured team the minutes workflow first: source material, draft minutes, review, regeneration, and export. Full grows that record into the live board cycle: agendas, report requests, compliance calendars, board packs, actions, approvals, and future meeting context.
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.
Full continuity: Approved minutes and follow-up feed agendas, packs, annual tasks, meetings, and approvals.
Where to start: Compare the Lite backlog workflow with the Full board cycle workspace and choose the first evaluation step.
Contents
Lite gives a pressured team the minutes workflow first: source material, draft minutes, review, regeneration, and export. Full grows that record into the live board cycle: agendas, report requests, compliance calendars, board packs, actions, approvals, and future meeting context.
The same ideas run through both products: named source material, private reviewer access, chair decisions, DOCX-first output, action continuity, compliance status, and audit history.
Clear historic minutes backlogs with Lite.
Carry approved minutes, actions, report requests, compliance dates, and board pack history into Full Boardmate.
See how backlog clearance feeds the recurring fund board cycle.
What to check
Governance cycle
Source material becomes draft minutes, review history, chair decisions, exports, actions, and useful memory for the next meeting.
CSV, board packs, transcripts or recordings, support notes, separate reports, and reviewer details.
A formal house-style draft generated from the available source material.
Reviewer submissions, selected passages, uploads, and no-comment confirmations.
Accepted feedback and chair instructions shape the regenerated version.
Actions, audit history, approved wording, and continuity for future meetings.
Common questions
No. Reviewer comments are review input. The chair or delegated board support user decides which feedback shapes the next draft.
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.
Lite is the backlog-clearing workbench. Full is the broader board cycle workspace for agendas, report requests, board packs, annual compliance tasks, actions, approvals, reminders, and governance memory.