Diligent Boards

Diligent Boards

Secure collaboration tool for board meetings

4.7/5 (88 reviews)

Diligent Boards Overview

Boards allows you to securely build, share, and collaborate on board meeting books and materials. Over 120,000 board members and executives at 3,600+ companies trust Boards to streamline board meetings and meeting preparation. At Diligent, our focus is on providing products that are secure, easy-to-use and we back it up with concierge level, white-glove support 24/7/365.

For Administrators:
When using Boards, administrators can:
- Quickly load board meeting materials with drag and drop and auto-tab functionality
- Set granular permissions for who can see what board materials and when
- Archive older board materials and board books and setup a resource center for your board
- Add or remove contacts, setup meetings on a group calendar
- Administer Director & Officer (D&O) questionnaires and board evaluation surveys

For Board Members and Executives:
- View board materials and appendices seamlessly online and offline
- Mark-up and annotate pages of the board book with highlighter, pen, and sticky notes
- Provide digital signatures and vote as part of your corporate governance duties
- Access a resource center for your organizations governance procedures and documents

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English, French, German, Polish, Portuguese, Spanish

Diligent Boards Reviews

Overall rating
4.7/5
94% positive reviews
70
Excellent
13
Very good
3
Average
2
Poor
0
Terrible
Sandra D.

We LOVE Diligent Boardbooks. Secure, user friendly, excellent features, excellent customer support.

Used Weekly for 2+ years
Reviewed on 2017/07/21
Review Source: Capterra

It saves me time in preparing for board meeting and committee meetings. Less printing of documents, so it saves time. It is more secure with no hard copies getting left around. Paperless meetings are the best way to go. The board members can view or access the material anywhere in the world and on any device. You are never out of reach so you can always attend important meetings while out of town, and with carrying no paper copies. You always have it at your fingertips. Documents can be loaded quickly, even in the middle of a meeting. The users never know new documents are being loaded, so no interruptions. I always know where to go back to find documents. it has been a real asset in this company.

Pros

It's secure, password protected, easy to use, very little training needed to use, has many features "built in" that I love, i.e. automatic save as you build the sites. Can view documents from any device. I love the "note taking" feature and the ability to do questionnaires, vote for board items option, and fingerprint sign-on. I also love the drag and drop method to load documents onto your sight, and the ability to drag your tabs into another position. I love how there is always a new feature being implemented or developed. They listen to the customer and create what "you" think is important. The program moves you through the pages quickly. It never gets bogged down. Our Board of Directors love Boardbooks and plan to continue using this product for a long time. We have all of our committees and our main board meetings on Diligent Boardbooks. We love the paperless feature and the security of our documents. We never have to worry about confidential information being in the wrong hands. We are fans!! We can't say enough good things about Diligent Boards and the great people at Diligent. Great Customer Service! Friendly! Professional. Always available to help you day or night. We have used Diligent Boards since 2010 and they have never let us down. They are well trained professionals. They help make your job easier! Thanks Diligent!

Cons

Many more Pros than cons. If I have an issue with the product/software, its because I am not using it correctly. The only thing I can think of is, that it may be nice to have an "undo" feature in case I accidentally choose the incorrect option and something gets deleted. It has not happened yet.

Response from Diligent

Thank you for your wonderful note, Sandra. We really appreciate you taking the time to share your experience. It was a delight to read your positive comment - thank you very much!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Patricia F.

Diligent Board Review

Used Daily for 2+ years
Reviewed on 2019/05/17
Review Source: Capterra

Diligent Boards is a great tool for assembling and housing board materials. It saves us hours of preparation time for our five boards and related committee meetings. It also functions well for directors to be able to access materials securely from anywhere in the world. We also use it to assemble other types of document packages rather than just board books.

Pros

It is easy to use and very intuitive for both administrators and directors. I like that there are several ways to accomplish certain tasks, depending on what works best for my company and directors.

Cons

There is no dedicated online training for directors or administrators. The help features are very good, but directors don't have the time or inclination to search how to handle basic functions.

In addition, the notification, table of contents and calendar features are the weak parts of the software. Administrators should be able to add other users to a notification, even if not listed as a member of the particular committee or board. The table of contents feature, while improved from a few years ago, still isn't editable or movable within the document. The new Agenda feature also should be more editable.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Mary R.

Eileen Roth's Review

Used Other for 2+ years
Reviewed on 2018/09/26
Review Source: Capterra

I like Diligent. I like uploading the books. I think the part of saving the book and having an easier time of choosing the correct people is rough. Also you can not change the email addresses or delete anyone on the email to notify the Board that the book has been released.

Pros

I like drag and drop of the documents for our Board of Directors committee meetings. I organized the documents in the correct order so when I put the book together it is a fast and easy process.

Cons

The four actions that I have experienced to create a problem.
1. When the difference sections of the book are uploaded, if you save the book and go back in, you have to save the whole book again or it will not be released.
2. When the book is completed, making sure the right people receive the book. Having to go out of the book to go back into the book to edit and chose who gets it.
3. Making sure that the Board Members have refreshed their iPads so they can see the books. We have had problems with the Board of Directors not being able to open their books. Sometimes it is IS settings that have to be updated. But NO One wants the Board yelling that they can not read their books.
4. We are going to have a test page the day before the Board Meetings to see if anyone is having a problem opening their book or documents.

Response from Diligent

Hi Eileen, thank you for taking the time to post this review. We have some suggestions that may help with some of the issues you are experiencing, including an auto sync feature that will automatically update your directors' books. Please feel free to reach out to your Customer Success Manager to discuss further.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Madeleyne M.

Messenger is a fabulous communication tool easy and safe.

Used Daily for 2+ years
Reviewed on 2018/06/08
Review Source: Capterra

Messenger is an amazing work tool very easy to use. It is reliable, it gives me security when sending messages or information to my team in various work meetings. It is a secure tool that allows me to access it through the login.

Pros

It allows me a safe and transparent communication, it automatically saves me important messages. I can create conversation groups, share documents and files in meetings in a secure way. It's excellent.

Cons

If I had any difficulty in working with this application it would surely be due to mishandling on my part. I really do not see any disadvantage in this software.

Response from Diligent

Thank you for the review, Madeleyne. We are so pleased to hear that Messenger has been adding so much value to your work!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Charles E.

Great way to keep in touch with individuals and grous

Used Daily for 2+ years
Reviewed on 2019/07/11
Review Source: Capterra

In a second business I work with, vendors are allowed to communicate needs and ask questions. I works great because frequently vendors have the same or similar questions.

Pros

This software allows me to contact individuals and groups at my leisure, and they can respond at their leisure. People can be added or deleted from the discussion as needed. It provides a record of everything that was discussed and allows the exchange of images. You can set notifications so that you know when a response is received.

Cons

The software meets all of my needs. I cannot think of any cons for the way I utilize the software.

Rating breakdown

Ease of Use

Likelihood to recommend

10.0/10

Diligent Boards Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Pricing is set annually per user based on the user features and functionality needed to collaborate on board meeting materials and packets.

Diligent Boards Features

  • Access Control
  • Collaborative Workspace
  • Customizable Branding
  • Document Storage
  • SSL Security
  • Search Functionality

  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Chat
  • Collaboration Tools
  • Commenting
  • Communication Management
  • Document Management
  • Drag & Drop Interface
  • File Management
  • Permission Management
  • Projections
  • Third Party Integration

Additional information for Diligent Boards

Key features of Diligent Boards

  • 24/7/365 support
  • Annotations, mark-ups, & notes
  • Dedicated account manager

Benefits

Boards helps users to:
- Efficiently create and distribute board meeting packets and materials to board members
- Review board meeting materials on and offline
- Securely share important board materials with anyone inside or outside the organization
- Keep documents safe inside Diligent Boards' end-to-end secure platform
- Administer surveys through built-in questionnaire functionality to drive actionable insights
- Free up board meeting time for making decisions, not reviewing and finding information

Diligent Boards FAQs

Below are some frequently asked questions for Diligent Boards.

Q. What type of pricing plans does Diligent Boards offer?

Diligent Boards offers the following pricing plans:

Pricing model: Subscription

Free Trial: Available

Pricing is set annually per user based on the user features and functionality needed to collaborate on board meeting materials and packets.

Q. What are the main features of Diligent Boards?

Diligent Boards offers the following features:

  • 24/7/365 support
  • Annotations, mark-ups, & notes
  • Dedicated account manager

Q. Who are the typical users of Diligent Boards?

Diligent Boards has the following typical customers:

Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Diligent Boards support?

Diligent Boards supports the following languages:

English, French, German, Polish, Portuguese, Spanish

Q. What type of pricing plans does Diligent Boards offer?

Diligent Boards has the following pricing plans:

Subscription

Q. Does Diligent Boards support mobile devices?

Diligent Boards supports the following devices:

Android, iPhone, iPad

Q. What other apps does Diligent Boards integrate with?

Diligent Boards integrates with the following applications:

Diligent Messenger

Q. What level of support does Diligent Boards offer?

Diligent Boards offers the following support options:

Phone Support