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BoardEffect

diligent.com

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Spec score 8.7 #4 of 32 in Nonprofit Board Management Software

What it is

BoardEffect is secure, AI-powered board management software for nonprofit and volunteer boards. It is designed for mission-driven organizations such as foundations, healthcare systems, higher education institutions and credit unions. A centralized hub holds agendas, minutes, documents and board books for access from any device. Users can build and distribute agendas, share updates, vote digitally, collaborate in real time, and comment on or annotate documents. AI Smart Meeting Minutes turns notes and transcripts into polished minutes while capturing decisions and action items. Role-based permissions control access to sensitive information. Workflow tools include task tracking, calendar sync, version control, electronic signatures, surveys and reporting. Mobile apps offer offline access. Integrations include SSO, web services and APIs, pre-packaged integrations, Diligent governance tools, and Google, iCal and Outlook calendars. Diligent lists security and compliance resources for its Boards product, including SOC 2, SOC 1, ISO/IEC 27001, ISO/IEC 27017, ISO/IEC 27018, TX-RAMP, IRAP, HIPAA, CCPA, GDPR and VPAT. The product page states it is backed by 24/7 expert support and onboarding. Pricing is on request.

Spec sheet

What it does
BoardEffect is cloud software for organizing board books, meetings, schedules, approvals, surveys, tasks and archives for mission-driven organizations.Read 15 Oct 2026 · getapp.com
Purpose
BoardEffect is secure, AI-powered board management software for nonprofit and volunteer boards.Read 1 Oct 2026 · diligent.com
Integrations
GetApp users mention Microsoft 365, Microsoft Word, SharePoint, Google Drive, Zoom, Okta, GoTo Meeting, PowerPoint, Salesforce.org Nonprofit Cloud and Tableau as integrations.Read 15 Oct 2026 · getapp.com
Support
The product page states that BoardEffect is backed by 24/7 expert support and onboarding.Read 1 Oct 2026 · diligent.com
Headquarters
New York, United StatesRead 28 Sep 2026 · diligent.com
Agenda and packet preparation
Users can build and distribute agendas, update packets and collaborate in real time.Read 15 Oct 2026 · diligent.com
AI meeting minutes
Diligent says Smart Meeting Minutes turns notes and transcripts into minutes with decisions and action items.Read 15 Oct 2026 · diligent.com
AI minutes
AI Smart Meeting Minutes transforms notes and transcripts into polished minutes and captures decisions and action items.Read 1 Oct 2026 · diligent.com
AI summaries
The product page lists AI-powered summaries as a preparation feature.Read 15 Oct 2026 · diligent.com
API and integration framework
The UK Government Digital Marketplace listing says BoardEffect includes an Integration Panel, documented web services and APIs, and SSO connections.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk
Authentication
Users sign in with email and password or through an organization custom domain using SSO.Read 15 Oct 2026 · help.diligentoneplatform.com
Availability commitment
The same listing states a minimum quarterly availability commitment of 99.5%, with another service-level section specifying 99.7% and service credits.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk
Board materials
The product provides a secure centralized hub for agendas, minutes, documents and board books accessible from any device.Read 1 Oct 2026 · diligent.com
Board materials hub
The product centralizes agendas, minutes, documents and board books for access from any device.Read 15 Oct 2026 · diligent.com
Calendar sync
BoardEffect can synchronize meetings with users’ personal calendars.Read 15 Oct 2026 · diligent.com
Collaboration
BoardEffect supports document comments and annotations in the platform.Read 15 Oct 2026 · diligent.com
Company founding
Diligent Corporation is listed as founded in 1994 as Manhattan Creative Partners.Read 15 Oct 2026 · en.wikipedia.org
Company headquarters and size
LinkedIn lists Diligent headquarters in New York, New York and company size of 1,001–5,000 employees.Read 15 Oct 2026 · linkedin.com
Company legal name
Crunchbase lists the legal name as Diligent Corporation and describes the company as active and for-profit.Read 15 Oct 2026 · crunchbase.com
Data limitation
Clients may not provide protected health information unless they purchase Diligent’s HIPAA-compliant offering in the order form.Read 1 Oct 2026 · diligent.com
Developer documentation
Diligent publishes a developer portal with API terms, Entities GraphQL schema types and GraphQL consumption guidelines.Read 15 Oct 2026 · developer.diligent.com
Documentation and support
The help center provides setup prerequisites, sign-in guidance, home-page navigation and links to support resources.Read 15 Oct 2026 · help.diligentoneplatform.com
E-signatures
The product includes electronic signatures for document approvals.Read 15 Oct 2026 · diligent.com
Hosting model
The Digital Marketplace listing describes BoardEffect as a private-cloud service.Read 15 Oct 2026 · applytosupply.digitalmarketplace.service.gov.uk
Limit: collaboration and formatting
TrustRadius reviewers cite inconsistent document formatting, limited real-time collaboration and weak in-platform communication.Read 15 Oct 2026 · trustradius.com
Limit: interface and navigation
App Store reviewers report too many clicks, slow opening or downloading, and difficult navigation.Read 15 Oct 2026 · apps.apple.com
Limit: pricing
A recent G2 reviewer says BoardEffect pricing is high compared with similar products.Read 15 Oct 2026 · g2.com
Limit: support responsiveness
TrustRadius and GetApp summaries include complaints about slow responses or delayed issue resolution from support.Read 15 Oct 2026 · trustradius.com
Meeting workflows
Users can build and distribute agendas, share updates, enable digital voting and collaborate in real time.Read 1 Oct 2026 · diligent.com
Mobile access
Diligent says users can review and sign materials from mobile devices.Read 15 Oct 2026 · diligent.com
Notable product change
BoardEffect announced an updated homepage and integration into the Diligent One Platform, with administrators notified at least six weeks before updates.Read 15 Oct 2026 · boardeffect.com
Ownership and funding
Crunchbase lists Diligent as acquired by Insight Partners and identifies Clearlake Capital Group and Blackstone Tactical Opportunities among its investors.Read 15 Oct 2026 · crunchbase.com
Permissions
Role-based permissions control who can view and edit sensitive material.Read 15 Oct 2026 · diligent.com
Praise: organization and usability
Independent reviewers repeatedly praise centralized board records, easy meeting-book creation, secure access and generally intuitive administration.Read 15 Oct 2026 · trustradius.com
Praise: support
G2 reviewers frequently describe customer support as responsive, timely and helpful.Read 15 Oct 2026 · g2.com
Rating on Apple App Store
3.5 out of 5 from 48 ratingsRead 15 Oct 2026 · apps.apple.com
Rating on Capterra
4.4 out of 5 from 127 reviewsRead 15 Oct 2026 · capterra.com
Rating on G2
4.5 out of 5 from 330 reviewsRead 15 Oct 2026 · g2.com
Rating on GetApp
4.4 out of 5 from 127 reviewsRead 15 Oct 2026 · getapp.com
Rating on Google Play
4.1 out of 5 from 26 reviewsRead 15 Oct 2026 · play.google.com
Rating on TrustRadius
8.6 out of 10 from 13 reviewsRead 15 Oct 2026 · trustradius.com
Security compliance
Diligent lists SOC 2, SOC 1, ISO/IEC 27001, ISO/IEC 27017, ISO/IEC 27018, TX-RAMP, IRAP, HIPAA, CCPA, GDPR and VPAT compliance resources for its Boards product.Read 1 Oct 2026 · trust.diligent.com
Security standards
BoardEffect states compliance with ISO 27001, ISO 27017, ISO 27018, SOC 1, SOC 2, HIPAA and HITECH.Read 15 Oct 2026 · boardeffect.com
System requirements
The help center says iOS access requires version 14 or later and Android access requires version 10 or later.Read 15 Oct 2026 · help.diligentoneplatform.com
Target organizations
Diligent positions BoardEffect for nonprofits, social enterprises, foundations, healthcare systems, higher education and credit unions.Read 15 Oct 2026 · diligent.com
Task tracking
The software assigns and monitors board-related action items.Read 15 Oct 2026 · diligent.com
Workflow features
BoardEffect includes task tracking, calendar sync, version control, electronic signatures, surveys and reporting.Read 1 Oct 2026 · diligent.com

Plans and prices

BoardEffect Priced on request Request a demo · Request pricing Read 1 Oct 2026 · diligent.com
Plus Priced on request Unlimited boards · Minutes · Messenger Read 15 Oct 2026 · getapp.com
Pro Priced on request 1 board · AI Board Book Summarization · Audit Log · Microsoft integration · Survey templates · SSO/MFA · Unlimited certifications Read 15 Oct 2026 · getapp.com

Every BoardEffect plan and price →

Strong points and limits

Strong points

  • Board materials are accessible from any device.
  • AI minutes capture decisions and action items.
  • Mobile apps provide offline access.
  • Includes voting, signatures, surveys and reporting.

Limits

  • Pricing is available on request.
  • Protected health information requires the HIPAA-compliant offering in the order form.

Who it suits

BoardEffect suits nonprofit and volunteer boards, as well as foundations, healthcare systems, higher education institutions and credit unions. It is relevant to boards needing shared materials, meeting workflows and mobile access.

Verdict

BoardEffect combines board materials, meeting workflows and administrative tools in one platform. Organizations handling protected health information should confirm the required HIPAA-compliant offering before providing it.

Where Specifiction places it

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