A broad email circulation can leave reviewers unsure whether to check wording, facts, approvals or legal sensitivity.
Private review links can ask for a focused response: comment, upload support or confirm no comments.
Review Control
Shared minutes. Clear feedback. A controlled next draft.
Invite directors and service providers to review a draft through a private link or their collaborator workspace. Keep responses beside the record and decisions with the meeting team.
01 Reviewer job
Read the draft, comment on the relevant passage, upload support when needed, or confirm no comments.
02 Board support job
Triage factual corrections, judgement calls, conflicts, and outstanding responses.
03 Chair job
Accept, reject, or hold feedback before regeneration.
Reviewer feedback at a glance
-
Reviewer job: Read the draft, comment on the relevant passage, upload support when needed, or confirm no comments.
-
Board support job: Triage factual corrections, judgement calls, conflicts, and outstanding responses.
-
Chair job: Accept, reject, or hold feedback before regeneration.
-
Audit trail: Access, activity, comments, uploads, confirmations, decisions, and exports stay with the meeting.
A shared workspace for returning reviewers
For recurring work, invited collaborators sign in to see the meetings shared with them, read the published draft and return feedback. Private review links remain available for a focused review of one draft.
Shared workspace
Return to your shared meetings, requests and feedback in one place.
Private review link
Follow a limited link to the draft you have been asked to review.
Chair decision
Feedback is considered before it is incorporated into a revised draft.
Focused review without workspace administration
A reviewer can read a draft and make a controlled submission through a focused private link. The experience is built for people who need to check minutes, not manage the Boardmate workspace.
Director
Read the minutes, comment on the passage, or confirm no comments.
Administrator
Check attendance, quorum, NAV, report references, and operational details where relevant.
Investment manager
Check performance, NAV, and report references in the minutes through a focused review link.
Legal reviewer
Review resolutions, defined terms, conflicts, sensitive wording, and legal-review points.
Service provider
Upload or confirm supporting information tied to the relevant review request.
Comments are review input
Boardmate records comments, uploads, link opens, and no-comment confirmations so the review has a history. The next draft should come from accepted feedback, not from whichever email was easiest to copy into Word.
- Selected-passage comments keep context close to the wording being discussed.
- Uploads can explain or support a correction without being separated from the review.
- No-comment confirmations make silence and agreement easier to distinguish.
Reviewers stay separated
The intended model is recipient-specific review, with each reviewer using their own access link. Board support can see who has responded, who still needs attention, and what should be put to the chair or delegated owner.
Outstanding
The review is still waiting for a response.
Commented
The reviewer has left one or more points for consideration.
Uploaded
The reviewer supplied supporting material or a replacement document.
No comments
The reviewer has confirmed the draft needs no change from them.
Reviewer workspace
Selected passages, reviewer comments, and chair decisions stay attached to the draft.
2. Prior minutes
The minutes of the meeting of the Board held on 17 June 2026 were tabled and reviewed. UPON MOTION DULY MADE, IT WAS RESOLVED that the minutes be approved subject to the agreed amendment.
The Board noted the continuing action on service provider reporting and requested that the updated timetable be circulated before the next meeting.
Process comparison
Where Boardmate removes manual handling.
The difference is easiest to see beside the current workflow: source material, review, regeneration, export, and the record that carries forward.
Area
Boardmate
Ad hoc process
Boardmate
Record
Source material is named, matched, and visible before drafting.
Records live in folders, inboxes, and local document versions.
Review
Comments stay attached to passages and reviewers are tracked.
Feedback is reconciled from emails, markups, and meeting notes.
Regeneration
Accepted comments become controlled source material for the next draft.
The drafter manually decides which edits made it into the file.
Audit
Exports, actions, reviewer activity, and audit history travel together.
The final minutes and the review record can drift apart.
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.