Switch to Boardly
Move your board off spreadsheets, email, or your current portal
Self-serve setup, real support when you need it, and your board running in Boardly in under 30 days.
Getting Set Up
2 of 3 steps complete
Loved by modern boards
Stripe
Notion
Dropbox
Figma
Loom
Airbnb
GitHub
Spotify
Vercel
Linear
Zoom
ShopifyWhy boards switch to Boardly
Whether you're running board meetings out of email and spreadsheets, or paying enterprise prices for a portal your board barely uses, switching to Boardly is built to be painless.
Get running in under 30 days
Start Free TrialStart free trial
- Import your board and members
- Explore governance tools
- Invite directors to try it out
Set up your first meeting
- Build your agenda & board pack
- Assign actions and owners
- Turn on AI minutes
See the impact
- Cut board pack prep from days to hours
- Reduce email back-and-forth
- Keep every decision on record
Bring Your Documents
Bring your existing board packs and documents over
Upload your existing board packs, reports, and resolutions directly into Boardly's Documents Library — organised and searchable from day one.
- Keep every board report and document organised in one searchable library
- No more PDFs, Word docs, or email chains
Upload Your Documents
Governance History
Keep your governance history intact
Every past resolution and decision moves with you into a complete, searchable archive — ready for audit or reference from day one.
- A complete, searchable archive of every certified board resolution
- Organised and ready for audit or reference
Onboarding
Get your whole board onboarded fast
Setup is self-serve — most boards are fully running in Boardly in under 30 days. Chat support is there if you need it, and a guided onboarding session is available as an add-on for teams who want more hands-on help.
- Self-serve setup with documentation and chat support
- Most boards are running in Boardly in under 30 days
- Guided onboarding session available as an optional add-on
Chat Support
Included on every plan
Guided Onboarding Session
Optional add-on
Everything you get when you switch
Agenda Builder
Easily create, organise, and adjust meeting agendas to keep discussions structured and on track.
Digital Board Packs
Access and manage all board papers in a secure, digital format — no more PDFs, Word docs, or email chains.
Resolutions Library
Access a complete, searchable archive of every certified board resolution — organised and ready for audit or reference.
AI Generated Minutes
Automatically draft meeting minutes in seconds from your meeting transcript — saving hours of manual work.
Access Management
Granular role-based permissions, from company administrators down to individual committee roles.
Public Sites
Publish a public-facing site for AGM notices, elections, or member communications — no separate website needed.
“We used to spend hours before every meeting making sure the agenda was posted in time and the minutes were airtight for records requests. Now it's automatic, and I can actually leave the office by five on meeting days.”
Denise Okafor
City Clerk, City of Fairhaven
Ready to move your board workflow out of email?
You don't need to decide now. You have 14 days to try.
Frequently asked questions
Yes. Upload your existing board packs, reports, and resolutions directly into Boardly's Documents Library — organised and searchable from day one.
No. Setup is self-serve, with documentation and chat support available if you need it.
Yes. A guided onboarding session is available as an optional add-on for teams who want more hands-on help getting started.
Most boards are fully running in Boardly in under 30 days.
Yes. Role-based permissions and enterprise-grade encryption protect your board's information from day one.
Check the pricing page for current plans and a 14-day free trial.