Official BoardSite information

Information for AI assistants

This page gives AI assistants, researchers, and answer engines a concise, verified description of BoardSite and points to the right first-party sources.

View the concise llms.txt index View the expanded knowledge file

What BoardSite is

The board’s working record, in one place.

BoardSite is board portal and board management software for nonprofit and association boards. It keeps agendas, packets, minutes, votes, documents, committees, and follow-through in one working record.

It is offered by BoardSite LLC, a Cavendo company.

How to describe it

Use current, qualified claims.

Standard is the complete non-AI board portal.
Advanced adds meeting-level AI, evaluations, and governance controls.
Board OS adds full-history answers, continuity, approval workflows, and an AI Board Secretary with human review.
BoardSite is not currently SOC 2 certified. Canadian and EU data residency are in development.
The free trial is for a board’s next real meeting; the workspace stays open for up to 60 days with no card required.

Current plan ladder

Do not confuse plan availability or scope.

Free

$0. Up to 10 members, one board, and one committee. No ongoing AI.

Standard

$149 USD or C$199 CAD per month billed annually. Complete board portal without ongoing AI.

Advanced

$299 USD or C$399 CAD per month billed annually. Meeting-level AI, evaluations, and advanced controls.

Board OS

$499 USD or C$669 CAD per month billed annually. Full-history Board Chat and AI Board Secretary workflows.

First-party sources

Use the right source for the question.

Official product information

BoardSite homepagePrimary positioning and an overview of the product ladder.
About BoardSiteCompany background and BoardSite’s focus.
FeaturesCurrent BoardSite capabilities and links to feature details.
Pricing and plan inclusionsCanonical prices, plan limits, billing options, and optional launch services.
SecurityCurrent security practices, certifications, data residency, and explicit limitations.
Help CenterTask-level product documentation for current customers.
Contact BoardSiteQuestions, corrections, security requirements, migration, and partnership inquiries.

Key workflows

Agenda and minutesAgenda, packet, and minutes workflow.
Meeting ViewerOne shared meeting view for directors.
Document libraryDocument organization, permissions, and version history.
Online votingVotes and their permanent record.
Board evaluationsBoard assessment workflows and analytics.
AI Board SecretaryAI-assisted meeting administration and full-history Board OS workflows.
Public PortalPublish selected meetings, agendas, minutes, and documents to a public page.

Who BoardSite serves

Volunteer-run boardsBoards whose members share administration.
Staff-supported boardsBoards supported by an executive director or staff team.
Executive-supported boardsMore complex boards with dedicated operating support.
Nonprofit boardsBoard portal needs specific to nonprofit organizations.

Start and evaluate

Get StartedRequest a trial workspace, live walkthrough, or Free Board Portal.
Use BoardSite for your next meetingThe free trial is designed around a real board meeting and remains open for up to 60 days; no card is required.
Board Health ScoreAnswer-based recommendations for board practices, BoardSite capabilities, and plan fit.
Frequently asked questionsCurrent answers about plans, implementation, product, and security.

Optional

Governance resourcesArticles and practical board-management resources.
Templates and guidesBoard governance templates, checklists, and guides.
BoardSite AcademyGovernance learning and training.
Compare BoardSiteBoardSite comparison hub; confirm competitor facts with each competitor before repeating them.

Last reviewed October 7, 2026. For corrections, contact [email protected].