One login for every board you support.

Built for the attorney, paralegal or corporate secretary who keeps the minutes, packets and records for more than one entity. Switch between boards in a click; each board sees only its own workspace.

Start free, no cardTalk to us

Who it's for

  • Law firms and paralegals supporting client boards
  • Accountants and fractional CFOs
  • Holding companies with subsidiaries
  • Foundations with affiliated entities
  • Nonprofits with a separate fund or 501(c)(4)

How it fits the way firms work

Entity switcher

Every entity you support in one list. Pick one and you are in its workspace with its own documents, meetings and people.

Portfolio view

Group a holding company and its subsidiaries, see each entity's status, archive one when an engagement ends.

Shared references

Put a policy or template in once and reference it from each entity, instead of copying files around.

Each board stays separate

Directors and staff are invited per entity; privileged documents for counsel and executive session; directors of one client never see another client.

Easy for the client board

Directors join from their invitation email, everyone on the board is included, and there is nothing to install.

Pricing

Organization plan $299/month covers up to five entities, everyone included. More than five: email us for sizing. 14 days free, no card.

Start free, no card

Frequently asked questions

Can our firm hold the account and invite client boards?
Yes. The account owner adds each entity; client directors are invited to their own entity only.
Can a client see another client's data?
No. Access is per entity; a member of one entity cannot see another entity's workspace.
Can we group a parent company and its subsidiaries?
Yes, in the portfolio view.
What happens when an engagement ends?
Archive the entity; its record is kept and it stops counting toward your plan.
Do client directors need training?
Most start from the sign-in link in their invite.