board portal

Board Portal

Digital document sharing and interaction for the board and management. All on one platform.



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What is a Board Portal?

A Board Portal is a solution for running seamless meetings in the digital age. Convene’s management software allows your leadership team to communicate effectively and get the results you deserve. From planning the meeting to creating results, every feature of Convene is conceived with user-experience in mind.

An effective Board Portal will improve security, streamline collaboration, simplify communication, and increase overall meeting efficiency. 





Pre Board meeting

  • Admin Portal

    Our web-based admin portal makes it quick and easy for admins to set-up meetings.

  • Agenda Builder

    Drag and drop documents into the agenda, set restrictions on who can see what, and update board packs instantly.






During your Board meeting

  • Presentation Features

    Control participant's screens so that everyone is on the same page and use the laser pointer to identify important information.

  • Annotation Features

    Assign tasks, make notes, or just highlight information either privately or shared with other attendees.

Post Board meeting

  • Meeting Minutes

    Attendance and votes are automatically added to the minutes along with any notes made by the secretary. Minutes are sent to a review room for attendees to accept or amend.

  • Document Sign-off

    Sign-off important documents virtually and securely, in parallel, or one-by-one based on who needs to sign.



Benefits of using a Board Portal

  • Simple Meeting Management

    The main goal of a board portal is to make meetings easier for everyone involved. With an all-in-one tool, you can streamline the entire process from start to finish. Easily schedule meetings, create the agenda and send out papers within a single application.

    Then, during the meeting you can take advantage of a wide range of tools. An effective board portal like Convene will enhance communication on any device. The range of useful features like shared annotations, laser pointer and live voting will improve the flow of your meetings.

    Even after the meeting, you can continue to benefit from a Board Portal. Automatic reports and meeting minutes can reduce the workload for your team. You can even clone past meeting templates to create a regular schedule in the future.

  • Seamless Collaboration

    Whether you are a Company Secretary, Director, or Chairman of the Board, a board portal will ensure everything you need is in one place.

    The best board portals come equipped with videoconferencing, voting, and presenting. This means attendees only need one app and one device for the entire meeting. They can focus on the important parts of the discussion and not waste time with technical difficulties.

    At Convene, we have a strong track record of bringing organisations together. Read about some of the amazing success stories from places like Tesco, Sheffield Children’s Hospital, or The University of Warwick.

  • Secure Documents System

    A Board portal is a purpose-built solution for business, and so is far more secure than software which can be accessed via the web. Safeguard your data with the highest levels of data protection. Convene’s document library is protected by 256-AES bit encryption, which is the safest technology available.

    Our Board portal also allows administrators to manage access rights during the meeting. This means attendees can only look at specific documents if they have the correct security clearance. A permission-based system has a concrete advantage over a paper-based system, where anyone who finds a document can read it.

    Here at Azeus, we are a Level 5 CMMI accredited company which shows our commitment to security. We are already trusted by hundreds of organisations around the world which require the highest standard of security. This includes financial services, governmental bodies and academic institutions.

    For more information on how Convene protects your data, please take a look at our full range of security features.

  • Smart Governance Processes

    A Board Portal promotes a culture of transparency and accountability across your business. As every action is monitored and tracked, you can make sure that nothing goes unnoticed or forgotten. In the 21st century, there is no reason your administrators should be scrambling to create an audit trail.

    Whichever sector you are working in, good governance practices will increase your professionalism. It will also have a practical impact on the ability of your board to make decisions and have dynamic discussions. Through a single, centralised meeting platform, you can maximise the potential of your organisation.

  • Ease of Use

    As one of the leading accessible board portals, Convene is designed to be easy-to-use for everyone. We recognise how important it is for your team to stay on the same page - no matter how confident they are with technology. Our software has an intuitive interface with all the features you need for effective meetings. We provide 24/7 support and full training, but many of our clients do not even need the training. Convene is so simple that it will convert even the most technophobic board members!

Board Portal Features & Capabilities


Offline Access


Any Device


Access Control


Real-Time Collaboration


Multi-File Compatibility


Unlimited Document Storage


Meeting Calendar


Email Notifications


Third-Party Integrations


Multi-Factor Authentication


Unlimited Training


Multiple Languages

Why Convene Board Portal?

Over 30 years in business, we’ve refined our expertise to create an all-in-one solution to your business needs. Whatever hurdles your organisation faces, our software can help you overcome them. With state-of-the-art features like an agenda builder, video conferencing, and live voting, your organisation can save time and resources with Convene.

Don’t take risks with your valuable information. A Board Portal is the professional solution to protecting your documents, as it’s designed for the highest level of data security. The permission-based settings and encrypted document library are trusted solutions to storing and accessing your information.

Software should simplify your meetings, not complicate them. Join hundreds of organisations around the world in embracing a smart, simple and secure future with Convene.



Board Portal Blogs

2 min read

Demystifying ESG in the EU -  Webinar

On the 16th April 2024,...

7 min read

Governance Issues affecting Charities in Financial Year 2025

With an uncertain year ahead,...

4 min read

Convene at the Housing Finance Conference and Exhibition 2024

On the 13th and 14th March,...

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