Migration
Switching to BoardSite? Bring your board’s memory with you.
We move your documents, members, and meeting records into BoardSite and get you ready for your next meeting. Migration is about moving your board’s memory intact. Onboarding is about standing it up fast.
Launch Essentials
$495C$695one-time launch service
Best for boards moving from email or a shared drive, or starting fresh.
Outcome: Your portal is configured and ready for your next meeting.
- Setup review call
- One recorded live training
- Agenda and template configuration
- Go-live check
Launch Guided
$1,495C$1,995one-time launch service
Best for boards with committees, past records, and members to onboard.
Outcome: Your board, committees, documents, and workflow are fully stood up.
- Everything in Launch Essentials
- Two additional live trainings
- Committee and permissions workshop
- Document library organization
- Admin and staff role design
- Evaluation setup
Launch Complete
$3,995C$5,295one-time launch service
Best for boards switching platforms or moving years of records.
Outcome: Your full board record is migrated and organized, with your team trained and ready.
- Everything in Launch Guided
- Approval workflow design
- Historical migration
- AI Board Secretary configuration
- Dedicated launch lead
- 90 days of check-ins
What’s not included (honest scope)
These packages cover platform setup, moving your data into BoardSite, and training on the platform. They do not include:
- Governance consulting
- Bylaw or policy review
- Legal review
If you want help with governance itself, we’re glad to point you to resources, but that isn’t what these packages are.
Skip onboarding if…
You’re a small board, you’re comfortable setting things up yourself, or you’re starting fresh with little to migrate. Plenty of boards get going on their own. Start free and add a package later only if you want help.
How to choose
Not sure which package fits? The Board Health Assessment recommends one based on where your records live today and how complex your board is.