Your Must-Have Board Portal Features

Empower your board with seamless collaboration and enhanced productivity using Convene. Our board portal software boasts advanced features, providing your administrators and directors with the ultimate meeting experience.

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Smart Functionalities Designed Around Your Needs

Maximise your board portal software use with features tailored to your needs and go above and beyond. Supercharge meetings and streamline workflows with pre-built tools for more impactful results.

  • Agenda Builder

    Build your meeting agenda in a snap using the drag-and-drop feature for documents and agenda items.

  • Meeting Scheduler

    With a simple click, send invitations and schedule meetings, whether it’s a one-time or multi-day meeting. Keep attendance on track with RSVP responses.

  • Video Conferencing and Integrations

    Experience seamless remote meetings with built-in video conferencing right in the Convene app. Say goodbye to app-switching!

  • Live Meeting Tools

    Elevate meeting presentations with tools like Page Synchronisation, Laser Pointer, and Live Annotations for document collaboration.

  • Minutes Taker

    Capture meeting minutes effortlessly during the live meeting. Keep action items, votes, and meeting notes in sync in real-time.

  • Annotations

    Review documents anytime, anywhere, online or offline, with annotation tools. Share ideas in real-time or keep private annotations for personal use.

  • Voting & Resolutions

    Cast votes at your convenience, inside and outside of meetings, and monitor all decisions in a dashboard.

  • Digital Signature

    Instantly add your signature and initials to documents or digitally encrypt and sign via third-party signature providers integrated within Convene.

  • Document Library

    Centralise management of your data within the board portal. Define who can access each file and folder with custom permissions.

  • Task Management

    Assign tasks and continuously monitor action item progress throughout the meeting cycle.

  • Dashboard

    Get a clear snapshot of your board responsibilities at a glance, guaranteeing no more missed deadlines or meetings.

  • Audit Trail

    Drive transparency and strengthen accountability with in-depth audit reports, providing key insights on meeting activities and data access.

What’s New with Convene?

Stay in the loop on the latest enhancements of our mobile electronic boardpack solution, designed to enhance productivity, boost collaboration, and enable informed decision-making.

Convene Dashboard

Equip your directors for informed decision-making with comprehensive and customisable dashboards. Keep all critical matters in one view, enabling timely action ahead of deadlines.

Convene Authority

Convene Authority

Enable secure signing workflows with Convene Authority. Integrate seamlessly with your preferred local signature providers. Incorporate your initials and signature placeholders for guaranteed compliance.

Convene RSVP

Confirm meeting attendance with just a click. With Convene RSVP, organisers can customise responses, automate follow-ups, and view participant responses, all for seamless coordination.

Agenda Planner

Effortlessly plan and manage your annual board agenda in one dashboard with Convene’s Agenda Planner. Plot topics for multiple meetings and easily track allocated time for streamlined discussions.

Convene Publisher

Share meeting documents, minutes, and recordings publicly using Convene Publisher. Seamlessly post meetings on your website directly from the portal software.

The Toolkit Tailored for Leaders

With Convene, transform meetings into engaging experiences for directors, and optimise workflows for administrators. Achieve results by getting work done whenever and wherever needed.

Your Data, Our Priority

Work with confidence, knowing your data is in safe hands. Convene’s advanced security features deliver control and confidence — providing peace of mind you can count on.

  • Role-Based Access Control

    Customise system settings, manage user accounts, and fine-tune access rights on meetings and documents.

  • Document Access

    Restrict access to agenda items and files for participants and organisers. Assign roles to control viewing, downloading, forwarding, and exporting of meeting items.

  • Scheduled Archival and Disposal

    Automatically archive or dispose of documents in specific Meetings, Review Rooms, or Resolutions to prevent unauthorised access.

  • Multi-Level Encryption

    Your data in Convene is protected with multi-level encryption whether at rest (AES 256-bit encryption) or in transit (RSA 2048-bit Transport Layer Security / TLS).

  • Multi-Factor Authentication & SSO

    Enable secure user authentication using verifications, such as SMS One-Time Pin, Device Registration, Time-Based One-Time Password, and Single Sing-On.

  • Enterprise-Grade Cloud Hosting

    Convene partners with Amazon Web Services (AWS), the industry-leading cloud services provider, to ensure comprehensive client data protection.

  • Backup and Recovery

    Daily automated backups maintain data integrity, and we securely purge obsolete or unused archives to prevent unauthorised access.

  • Data Processing

    Convene complies with GDPR regulations and is supervised by a Data Protection Officer.

  • CMMI Level 5 Certification

    Our certification indicates our stable and mature processes, ensuring consistent quality and fostering innovation and flexibility.

Get Started with Convene

See why organisations worldwide are making the switch to board portal for improved board governance. Convene has been rated the top board management software by several trusted sources of technology reviews.


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  • G2 Leader - Fall 2024 - Convene
  • Software Advice: Front Runners 2023
  • Capterra Best Value 2024
  • Software Reviews Gold Medal 2024
  • Software Reviews Champion 2024
  • GetApp Category Leaders 2024