Keep board approvals on track

Create a better experience for clients

Client portals

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Provide each of your clients with their own account access to collaborate with you, initiate board consents, and track the status of their board approvals.

Filtered inbox

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Centralize the communication of board consent documents across emails, comments, questions, and status updates in a single, consolidated view.

Board resolution summaries

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Summaries showing pertinent information are available for certain common board consents. Additional custom board consent types can be added as needed.

A comprehensive workflow

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The system allows you to create or upload board consent documents, prep them for e-signatures, send them to board members, and store executed documents.

Automated tracking and reminders

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For each client with active board resolutions, easily track the status of any drafted or outstanding board consent document.

Secure permissions

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Provide access to other team members in the firm to collaborate with you and work with companies as external collaborators.

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