Meeting
Management

Meeting
Management

Run productive, compliant, and action-oriented meetings from start to finish.

Critical business decisions are made in meetings, yet the process of managing them is often inefficient, insecure, and disconnected. Preparing meeting packets is a manual scramble, tracking decisions is unreliable, and crucial action items get lost in emails and are forgotten after the meeting ends. For high stakes gatherings like board meetings or project reviews, this lack of structure introduces significant risk.

Our Meeting Management solution transforms this chaotic process into a seamless, secure, and fully accountable lifecycle. We provide a dedicated digital environment to manage everything from agenda creation and secure document distribution to meeting minute taking and post-meeting action item tracking, ensuring your most important meetings drive tangible results.

What We Deliver

Intelligent Agenda and Digital Packet Creation

Our platform helps you build dynamic agendas using structured templates. You can attach all relevant supporting documents from our central repository directly to each agenda item, creating a single, secure, and easy to navigate digital meeting packet that is distributed with a single click.

Real Time Minute Taking and Decision Logging

We empower your meeting secretaries with a dedicated interface to capture minutes, motions, votes, and decisions in real time, directly alongside the relevant agenda item. This structured approach ensures accuracy, context, and completeness for your official record.

Integrated Action Item and Task Management

Our solution ensures no follow up task is ever lost. You can capture action items during the meeting and instantly convert them into assigned tasks within our Task Management solution, complete with owners, due dates, and a direct link back to the meeting for full context.

Automated and Secure Minutes Approval

We instantly generate a formal, formatted draft of the meeting minutes based on the captured data. You can then route the minutes for review and formal sign off using automated workflows and our integrated Digital Signature solution.

A Secure and Permanently Searchable Meeting Archive

Our system automatically archives every component of the meeting, including the agenda, packet, signed minutes, and decision log, in a secure, central repository. This creates a fully auditable and instantly searchable system of records for all your key decisions.

    The Difference It Makes

    01

    Reduce Your Meeting Preparation Time.

    You can automate the tedious, manual process of compiling and distributing meeting materials, saving hours of administrative work and reducing the risk of errors or version control issues.

    03

    Drive More Focused and Productive Meetings.

    By providing all participants with easy access to a structured agenda and materials beforehand, you ensure they come prepared and that the meeting stays on track, leading to better and faster decisions.

    01

    Guarantee Flawless Follow Through and Accountability.

    By integrating directly with Task Management, you create a culture of accountability where every action item is captured, assigned, tracked, and driven through to completion.

    03

    Strengthen Your Governance and Security.

    You can provide a fully auditable trail of all meeting activities and decisions. Our platform helps you securely manage sensitive information for board and executive meetings, ensuring confidentiality and compliance.

    The User Journey

    • Prepare the Meeting: A committee secretary uses a template to create the agenda for the upcoming quarterly board meeting. They attach the relevant financial reports and proposals to each agenda item directly from the document repository.
    • Distribute the Packet: With one click, the secure digital meeting packet is distributed to all board members, who receive a notification to review the materials in the secure portal.
    • Conduct the Meeting: During the meeting, the secretary follows the agenda in the system. As a motion is passed, they record the decision and assign two action items to different executives directly within the interface.
    • Generate and Approve Minutes: Immediately after the meeting, the secretary generates the draft minutes. The system automatically routes the document to the board chair for review and digital signature.
    • Track Actions: The two executives who were assigned action items automatically receive a new task in their personal task list, complete with the meeting context and a clear due date, ensuring the decisions made in the meeting are put into action.