In this digital age, remote and online meetings are becoming more commonplace than in-person ones. Due to this, there has been an increase in meeting software that is designed to help you run your online meetings as smoothly as possible.

Microsoft Teams is at the forefront of this, and offers a comprehensive service to organisations in helping them run seamless remote meetings from all over the globe.

Teams is a powerful tool to improve remote collaboration and productivity. However, the software is not built for board management. 

This is where Convene in Teams comes in. Convene’s own Award Winning Board portal software is now integrated with Microsoft Teams, so you can have both the benefits of Teams and a Board portal in the same space.

By using the integrated Convene app, secretaries and directors alike can compile meeting packs and engage with documents in a secure, efficient manner.

Here’s how Convene in Teams improves your meeting process:

Pre Meeting

Before a Board meeting there are many important things that need to be done like managing schedules and preparing the required documents and information. While Teams provides meeting schedulers and calendars, as well as a place to edit documents, Convene in Teams has even more added bonuses to help you prepare.

We feature an agenda builder, so with Convene building the agenda and meeting pack is as easy as filling in a form. The simple drag and drop interface allows the meeting organiser to drag files from the desktop onto the agenda. Meeting organisers can freely rearrange agenda items and documents on the agenda once they have been added. 

Once you have created your meeting template once you can re-use it as many times as you need for future meetings, saving the meeting organiser time before the meeting has begun.

During Meeting

With an application like Teams, audio and video conferencing is a necessary feature in order to run Board meetings. 

With Convene in Teams, there is more than just video conferencing to help your remote meeting process comparable to in-person. We feature live meeting tools like in-app voting and approval, so your Board of directors can vote on agendas in real time during the meeting. 

We also have an exclusive laser-pointer feature, allowing you to highlight important aspects of your meeting and keep your Boards focus all while remaining online.

Additionally, there are also our annotation features that allow you to assign tasks, make notes, or just highlight information either privately or shared with other attendees. This will help encourage discussion during your meeting, as well as attendees to be engaged with the meeting, increasing the quality of your meeting.

Our collaborative tools make it easy to make meetings more accessible, so your whole team can contribute to meetings.

Post Meeting

While Teams is helpful in running meetings in the moment, there are many aspects both before and after meetings that it cannot assist with.

Convene in Teams features instant meeting minutes, where attendance and votes are automatically added to the minutes along with any notes made by the secretary. Minutes are then sent to a review room for attendees to accept or amend.

There are also document sign off features, where important documents can be signed with e-signatures securely and efficiently after the meeting.

Due to our extensive document library, documents used before and during the meeting can all remain in the same place, and continue to be edited even after the meeting is over.

Convene in Teams helps manage your meetings on Teams, so you can run your remote meetings through one application rather than several, simplifying the meeting process.


Not only does Convene in Teams simplify your meeting process in Teams, by keeping all the necessary tools and applications all on one software for your ease, it also helps with your organisation’s security.

Convene in Teams is designed to respond to evolving cybersecurity threats, with AES 256-bit encryption and CMMI Level 5 accreditation.

With Convene in Teams, you don’t have to compromise on usability, security or compliance, you can rest assured that your security needs are taken care of and you’re not at risk of security or compliance breaches.

Convene in Teams has the security of a Board portal with the efficiency of Teams, making it the ultimate companion for Microsoft Teams.

To learn more about Convene’s state-of-the-art data protection system, take a look at our range of security features.



With Convene in Teams, you can make sure every action is tracked and recorded, with a comprehensive timeline. This enables your organisation to be transparent and accountable for its actions.

Audits are an essential part of compliance. They also allow you to ensure transparency and accountability within the organisation, as well as being a legal requirement. Convene in Teams makes this process simple with the possibility of consistent auto-generated audit trails.

So, Why Should You Switch To Convene In Teams?

Convene in Teams can help improve efficiency at every stage of the admin process. This, in itself, is crucial for good governance. If the system you use is outdated and inefficient, you will find it difficult to keep on top of your organisation’s needs in the long term.

Before, during and after meetings, Convene in Teams will streamline your practices. Microsoft Teams users can take full advantage of Convene’s management features while keeping Teams collaboration tools.

Convene in Teams is the only Board Portal fully integrated with Microsoft Teams available on the market right now. Other products are only offered as an extension, whereas Convene in Teams is an integration, serving not as an accessory but as a new feature for Teams.

This means that you can seamlessly switch between the features offered by Microsoft Teams and those provided by Convene. 

If you would like to discover more about Convene in Teams, visit our dedicated Teams page where you can book a free trial today and start the process of revitalising your Board meetings. 

Lottie Wright

Written by Lottie Wright

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