BoardShape offers a lightweight, web-based implementation that can be completed in a few hours to a couple of days, depending on your setup and onboarding needs:
Start with a free or paid plan by registering on boardshape.com. As a cloud-based service, there’s no installation required—just browser access.
Once registered, invite board or committee participants via email. Multiple teams can be created if you oversee different groups.
Set up your organization’s profile, customize team names, and grant access permissions to match your governance structure.
Use the intuitive agenda builder to create your first meeting sequence. Add items, assign owners, link documents, and prepare discussion topics—all within minutes.
Launch your meeting using the synchronized real-time agenda view. Inline discussions, document sharing, and voting take place in context, streamlining teamwork and engagement.
Automatically or manually generate meeting minutes and assign actionable follow-ups. With premium plans, AI can expedite this step.
In paid tiers, finalize meeting minutes and use in-platform e-signatures to formalize approvals.
BoardShape provides in-app FAQs and documentation. Paid customers may receive additional onboarding support, such as guided setup or a demo (not publicly detailed, but common for SaaS tools).
Implementation Timeline
Because there’s no software to install, many teams launch their first BoardShape meeting within a single session—typically under 2–4 hours. Full adoption across teams can happen over 1–2 days, depending on document import and member acclimation.
BoardShape provides customization options tailored to enhance user workflows while maintaining simplicity:
Through Agenda Runner, users input a meeting theme or purpose, and AI delivers a structured agenda. Upcoming updates aim to introduce advanced customization, enabling users to modify tone, structure, or agenda depth before importing into BoardShape’s agenda builder.
Once an AI-generated agenda is imported, every item is fully editable within BoardShape. Users can add, reorder, assign responsibilities, or attach documents as needed.
The platform allows the creation of multiple teams. You can invite and manage user roles per team, tailoring access to specific committees or board groups.
Files and discussion threads attach directly to specific agenda items. This maintains clarity and ensures that boards can customize the context of each discussion point.
While not publicly documented, many board portal platforms support adding logos or customized headers, as well as defining user roles (e.g., admin vs. member). BoardShape’s simplicity suggests a minimal but structured permissions model.
Users choose feature sets that match their needs—from basic agendas to full meeting scheduling, minutes, and signature workflows. This plan-based customization allows organizations to scale governance tools deliberately.
The team has announced intentions to introduce multilingual support in AI agenda creation. This hints at broader customization for language preferences and potentially interface localization in the future.
BoardShape does not charge any setup fees or hidden maintenance or support charges—all costs are included in the monthly subscription plans. There’s a free plan for basic use, with paid tiers starting at $49/month and $99/month, billed monthly with no separate onboarding fee. Paid plans include full access to scheduling tools, document management, AI-generated minutes, e-sign functionality, and support. You can cancel at any time without penalty. There are no extra costs for software updates, backups, or basic customer support—they’re included within your chosen subscription.
BoardShape offers multiple onboarding and support options to ensure smooth adoption:
Premium Onboarding: Ideal for hands-off teams, this tier includes BoardShape handling the initial setup—such as importing documents and tag libraries—followed by coaching sessions. Users only bring agenda topics.
Optional Services: They can also provide a “recording secretary” during onboarding to assist with minute-taking and ensure adherence to governance best practices.
BoardShape employs several robust security and privacy practices:
Personal Data Controls: Collected data is kept minimal (names, emails, usage logs). Users can withdraw consent and request deletion.
These elements ensure transparency and compliance with international standards, while no additional fees or complex compliance burdens apply to customers.
BoardShape operates as a fully cloud-based web platform, meaning updates are released regularly and applied automatically without requiring downloads or user intervention. While the company doesn’t publish a public update schedule or changelog, feature updates—such as AI-assisted minutes and e‑signature functionality—have been gradually added over time, reflecting a frequent, iterative release strategy aligned with agile development practices. Users see new functionality upon logging in, and all improvements—whether in UI, security, or back-end performance—are included in the current subscription. There is no concept of version upgrades to install or additional roll-out fees.
BoardShape’s policy establishes that users retain full ownership of their content, including agendas, documents, comments, polls, minutes, and action items. The company’s privacy policy confirms:
BoardShape offers flexible monthly subscriptions with straightforward scaling:
This model supports predictable, no-risk adjustments as organizational needs evolve—whether expanding governance maturity or streamlining costs.
BoardShape uses a subscription-based model with flexible terms:
BoardShape aligns with GDPR for EU/UK users and follows Canadian and U.S. data protection laws. Key compliance points include:
