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SPECIFICTION
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OnBoard

onboardmeetings.com

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Spec score 7.8 #67 of 112 in Meeting Notes Software

What it is

OnBoard is board governance and meeting management software for preparing meetings, distributing documents, and keeping governance records. Its Agenda Builder creates agendas, and board books update when linked source documents change. The product runs on the web and offers iOS and Android apps, with offline access to saved board materials and synchronized annotations.

The plans build on one another. Essentials includes an agenda and board-book builder, mobile apps, Zoom integration, annotations, calendar integration, and a resource library. Premium adds a minutes builder, Microsoft 365 integration, task management, approvals, and surveys. Ultimate includes Premium features plus single sign-on integration, D&O questionnaires, skills tracking, board assessments, and Ultimate-tier customer support. The AI Suite includes AI Agenda, AI Book, AI Minutes, AI Meeting Insights, and AI Assist Pro. OnBoard lists Microsoft 365, Zoom, Microsoft Teams, DocuSign, and SAML-compatible identity providers as integrations. It says it encrypts data in transit and at rest, runs on Microsoft Azure, and supports SSO, MFA, and remote device wipe. Pricing is available on request; there is no free plan, but a free trial is offered.

Spec sheet

Purpose
OnBoard is board governance and meeting management software for board meeting preparation, document distribution, and governance record-keeping.Read 8 Oct 2026 · onboardmeetings.com
Free plan
NoRead 20 Sep 2026 · onboardmeetings.com
Trial
The company offers a free trial but does not state its duration on the trial page.Read 8 Oct 2026 · onboardmeetings.com
Integrations
OnBoard lists Microsoft 365, Zoom, Microsoft Teams, DocuSign, and SAML-compatible identity providers for single sign-on integrations.Read 8 Oct 2026 · onboardmeetings.com
Mobile apps
OnBoard offers iOS and Android apps with offline access to saved board materials and synchronized annotations.Read 8 Oct 2026 · onboardmeetings.com
Security
OnBoard says it encrypts data in transit and at rest, runs on Microsoft Azure, and supports SSO, MFA, and remote device wipe.Read 8 Oct 2026 · onboardmeetings.com
Compliance
The company says OnBoard is SOC 2 Type 2 certified, ISO 27001 certified, GDPR compliant, and HIPAA compliant.Read 8 Oct 2026 · onboardmeetings.com
Support
Premium and Ultimate include a dedicated Customer Success Manager and in-house technical support; Essentials includes self-guided training and 24/7 technical support access.Read 8 Oct 2026 · onboardmeetings.com
Headquarters
Indianapolis, Indiana, USARead 23 Sep 2026 · onboardmeetings.com
Founded
2003Read 23 Sep 2026 · onboardmeetings.com
Action-item tracking
YesRead 20 Sep 2026 · onboardmeetings.com
Agendas and board books
The Agenda Builder creates agendas, and board books update when linked source documents change.Read 8 Oct 2026 · onboardmeetings.com
AI features
The AI Suite includes AI Agenda, AI Book, AI Minutes, AI Meeting Insights, and AI Assist Pro.Read 8 Oct 2026 · onboardmeetings.com
Committees
Committees are included at no extra cost across plans.Read 8 Oct 2026 · onboardmeetings.com
Who it serves
OnBoard identifies board-led organizations across sectors including nonprofits, associations, government, higher education, healthcare, banks, and publicly listed corporations as users.Read 8 Oct 2026 · onboardmeetings.com

Plans and prices

Essentials Priced on request Pricing depends on organization needs, plan tier, and number of users; request a demo for a quote. Agenda & Book Builder · Mobile Apps · Zoom & Teams Integration · Annotations · Resource Library · User & Group Permissions Read 8 Oct 2026 · onboardmeetings.com
Premium Priced on request Pricing depends on organization needs, plan tier, and number of users; request a demo for a quote. Everything in Essentials · Minutes Builder · Approvals & eSignatures · Surveys · Task Management · Microsoft 365 Integration Read 8 Oct 2026 · onboardmeetings.com
Ultimate Priced on request Pricing depends on organization needs, plan tier, and number of users; request a demo for a quote. Everything in Premium · SSO · Board Assessments · D&O Questionnaires · Skills Tracking · Director & Executive Training Read 8 Oct 2026 · onboardmeetings.com

Every OnBoard plan and price →

Strong points and limits

Strong points

  • Board books update when linked documents change.
  • Offline mobile access to saved materials.
  • Includes AI tools for agendas, books, and minutes.
  • Committees are included at no extra cost.
  • Offers decision and action-item tracking.

Limits

  • No free plan.
  • Plan prices are available only on request.

Who it suits

OnBoard is aimed at board-led organizations, including nonprofits, associations, government bodies, universities, healthcare organizations, banks, and publicly listed corporations. Its meeting tools and mobile apps may suit boards that need to prepare materials and track decisions or action items.

Verdict

OnBoard covers meeting preparation, board materials, and governance follow-through across web and mobile apps. The tier details are specific, but buyers must request pricing and confirm trial length.

Where Specifiction places it

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