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On the recordRead 8 Oct 202615 facts

OnBoard

OnBoard · Indianapolis, Indiana, USA · founded 2003

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What it is

OnBoard is board governance and meeting management software for preparing meetings, distributing documents, and keeping governance records. Its Agenda Builder creates agendas, while linked board-book source documents update when those files change. The AI Suite includes AI Agenda, AI Book, AI Minutes, AI Meeting Insights, and AI Assist Pro. OnBoard supports agenda templates, recurring meetings, decision tracking, action-item tracking, and outcome reporting. It runs on the web and offers iOS and Android apps with offline access to saved board materials and synchronized annotations. Listed integrations include Microsoft 365, Zoom, Microsoft Teams, DocuSign, and SAML-compatible identity providers for single sign-on. The service encrypts data in transit and at rest, runs on Microsoft Azure, and supports SSO, MFA, and remote device wipe. OnBoard has paid plans, pricing on request, no free plan, and a free trial.

For and against

For

  • Agenda and board-book builder
  • Offline iOS and Android access
  • AI tools for agendas and minutes
  • Decision and action-item tracking
  • Committees included at no extra cost

Against

  • No free plan
  • Pricing is available on request
  • Some support features depend on plan

The verdict

OnBoard combines agenda, board-book, meeting, and governance record tools with web and mobile access. Buyers should request pricing and compare plan-specific support and integrations against their organization’s needs.

Who it suits

OnBoard suits board-led organizations such as nonprofits, associations, government bodies, higher education, healthcare organizations, banks, and publicly listed corporations. It fits teams needing structured meeting preparation and governance records across web and mobile apps.

Plans and prices

Essentials

Priced on request

Agenda & Book Builder · Mobile Apps · Zoom & Teams Integration · Annotations

Read 8 Oct 2026 · onboardmeetings.com

Premium

Priced on request

Everything in Essentials · Minutes Builder · Approvals & eSignatures · Surveys

Read 8 Oct 2026 · onboardmeetings.com

Ultimate

Priced on request

Everything in Premium · SSO · Board Assessments · D&O Questionnaires

Read 8 Oct 2026 · onboardmeetings.com

Every plan, in full

On the record

Action-item tracking
Yesonboardmeetings.com · read 20 Sep 2026
Agendas and board books
The Agenda Builder creates agendas, and board books update when linked source documents change.onboardmeetings.com · read 8 Oct 2026
AI features
The AI Suite includes AI Agenda, AI Book, AI Minutes, AI Meeting Insights, and AI Assist Pro.onboardmeetings.com · read 8 Oct 2026
Committees
Committees are included at no extra cost across plans.onboardmeetings.com · read 8 Oct 2026
Compliance
The company says OnBoard is SOC 2 Type 2 certified, ISO 27001 certified, GDPR compliant, and HIPAA compliant.onboardmeetings.com · read 8 Oct 2026
Integrations
OnBoard lists Microsoft 365, Zoom, Microsoft Teams, DocuSign, and SAML-compatible identity providers for single sign-on integrations.onboardmeetings.com · read 8 Oct 2026
Mobile apps
OnBoard offers iOS and Android apps with offline access to saved board materials and synchronized annotations.onboardmeetings.com · read 8 Oct 2026
Purpose
OnBoard is board governance and meeting management software for board meeting preparation, document distribution, and governance record-keeping.onboardmeetings.com · read 8 Oct 2026
Security
OnBoard says it encrypts data in transit and at rest, runs on Microsoft Azure, and supports SSO, MFA, and remote device wipe.onboardmeetings.com · read 8 Oct 2026
Support
Premium and Ultimate include a dedicated Customer Success Manager and in-house technical support; Essentials includes self-guided training and 24/7 technical support access.onboardmeetings.com · read 8 Oct 2026
Trial
The company offers a free trial but does not state its duration on the trial page.onboardmeetings.com · read 8 Oct 2026
Who it serves
OnBoard identifies board-led organizations across sectors including nonprofits, associations, government, higher education, healthcare, banks, and publicly listed corporations as users.onboardmeetings.com · read 8 Oct 2026

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