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Diligent Boards Reviews & Insights

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167 Reviews and Ratings

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Community Insights for Diligent Boards

Synthesised from 42 verified reviews.


Synthesised from 42 reviews | Last Published May 27, 2026


Diligent Boards primarily assists organizations in streamlining the preparation and distribution of materials for board and committee meetings. In TrustRadius reviews, users value its ability to digitize board books, agendas, and minutes, consolidating information into a single, accessible, and secure source. Reviewers frequently highlight robust security features and an intuitive interface, which enhance efficiency for administrators and board members alike.

While AI features are in early adoption, some users report value in improving directors' understanding of materials. However, reviewers frequently point to areas for improvement in agenda functionality, particularly regarding the builder and custom templates, and difficulties with minutes and agenda formatting. Despite these calls for refinement in specific administrative functions, the platform is widely seen as a valuable tool for secure, efficient board governance.


  • Streamlining board meeting processes and material creation
  • Generating comprehensive meeting packs and organizing board papers
  • Intuitive and user-friendly interface for document sharing
  • Robust security features and permission controls for sensitive data
  • Significant cost savings from reduced printing and administration
  • Confusing or restrictive agenda builder functionality
  • Difficulties with minutes and agenda formatting
  • AI integration requires more guidance and is not yet widely adopted
  • Minutes functionality needs refinement, particularly for recording and attachments
  • User interface could be more intuitive for some functions
Has your organization used the AI features within Diligent Boards? If so, what value has it provided to you, your team, or your organization?

From 42 reviews | Last Published May 27, 2026

Analysis of 42 product reviews indicates that the adoption of AI features within Diligent Boards is still in its early stages for many organizations. A substantial portion of reviewers, 24%, reported not yet utilizing these features, though many expressed intentions to do so in the near future, often after learning more about the capabilities at recent events. This suggests a growing interest and planned integration rather than a lack of perceived value. Furthermore, 7% of reviewers are actively considering or beginning to explore the AI features, with some engaging IT teams to understand potential risks or leveraging educational resources provided by the vendor. For the smaller segment of organizations that have implemented AI features, 5% reported positive value, noting improvements in directors' understanding of materials and the ability to generate relevant questions for meetings. Conversely, 5% of reviewers indicated that the AI features were not a suitable fit for their organization, with one reviewer expressing a general aversion to AI technology. This distribution highlights that while early adopters are finding specific benefits, a larger segment is still in the evaluation or planning phase for AI integration.

AI Features Not Used Yet

We have not used AI features within Diligent Boards, however we have implement AI practices within our organization to ensure that pre-official information is not compromised and that the information that needs to be retained by the organization stays within the organization.

AI Features Provide Value

Yes we use the GovernAI features. It has allowed are directors to better understand the material and create questions that can be asked during the meetings.

AI Features Not a Fit

We tested it, and at the time we didn't think that it fit well within our organization

Diligent invests heavily into security to protect their users from data breaches and reduce risk. Please describe the impact that Diligent's security has had on your organization.

From 42 reviews | Last Published May 27, 2026

Reviewers largely report a positive impact from Diligent's security measures, primarily citing a significant reduction in the risk of data breaches. This is the most frequently mentioned benefit, highlighted by 33% of reviewers who noted feeling secure and experiencing no breaches on the platform. The robust security protocols foster increased confidence and trust among users, with 19% of reviewers expressing peace of mind and reliance on Diligent for handling sensitive information. This confidence extends to the secure sharing of information, as 10% of reviewers appreciate the ability to distribute confidential documents without concern for compromise. While the prevailing sentiment is positive, a small segment, representing 7% of reviewers, indicated a lack of direct experience with Diligent's security impact, suggesting that for some, the security measures operate effectively in the background without requiring active engagement or awareness of specific incidents. Overall, the evidence suggests Diligent's security contributes to a secure environment for sensitive data, enabling organizations to operate with greater assurance.

Reduced risk of data breaches

It is challenging to eliminate risk, however it is important to implement risk mitigators to reduce the risk of data breaches.

Increased confidence and trust

It creates trust between our company and Diligent.

Confidence in data security

Confidence in the security of confidential information that is stored in Diligent Boards.

What are Diligent Boards's most important features for you or your organization?

From 42 reviews | Last Published May 27, 2026

Reviewers frequently highlight Diligent Boards' capabilities in managing and distributing board materials as a key strength. The platform's functionality for handling board books and agendas is particularly valued, with 24% of reviewers specifically mentioning its importance for publishing, storing, and creating these essential documents. Another significant aspect appreciated by users is the product's ease of use, cited by 21% of reviewers, which contributes to its accessibility for a wide range of users, including those less familiar with technology. The robust security features and permission controls are also a critical factor for organizations, with 17% of reviewers emphasizing data security and controlled access. Beyond core document management, the platform supports enhanced collaboration and communication among board members, noted by 10% of the feedback, facilitating efficient sharing and annotation. Similarly, its ability to organize meetings and documents effectively is important to 10% of users, ensuring that governance materials are managed distinctly from daily operations.

Board Books and Agendas

Publish board books

Ease of Use

Ease of use

Security and Permissions

Safe and secure.

What positive or negative impact (i.e. Return on Investment or ROI) has Diligent Boards had on your overall business objectives?

From 42 reviews | Last Published May 27, 2026

Diligent Boards has positively impacted overall business objectives for many organizations, primarily through enhanced operational efficiencies and cost reductions. Reviewers frequently highlight the platform's ability to improve security for sensitive board materials, cited by 17% of users, and its ease of use, also noted by 17% of reviewers. These factors contribute to streamlined processes for board operations. Significant cost savings are reported by 14% of reviewers, often stemming from reduced printing and administrative expenses. Additionally, the platform facilitates more efficient information sharing and time savings in preparing board materials, each mentioned by 14% of the user base. While the positive impacts are clear, a minority of reviewers, 7%, expressed uncertainty in quantifying the exact return on investment, particularly for long-term users or those without direct oversight of financial metrics. Overall, the evidence suggests a strong positive influence on various business objectives, particularly in areas related to security, efficiency, and cost management.

Security

Increased security for keeping documents in data room

Ease of Use

Easy onboarding for new Directors.

Cost Savings

Cost savings of over $50k for bringing questionnaires in-house

Besides Diligent Boards, what other software do you regularly use? How likely would you be to recommend it to a friend or colleague?

From 42 reviews | Last Published May 27, 2026

An analysis of 42 product reviews indicates that users of Diligent Boards frequently leverage a standard suite of enterprise software for various operational needs. These mentions primarily signify the integration of these tools into daily workflows rather than specific performance feedback, as sentiment across all cited applications was mixed. Microsoft 365 emerged as the most frequently cited external application, noted by 10% of reviewers. Following this, Microsoft SharePoint was mentioned by 7% of reviewers, indicating its common use for collaborative functions. Other essential business tools, including various ERP systems and specific Adobe products, were each cited by 5% of reviewers, highlighting the diverse software ecosystem in which Diligent Boards operates.

Microsoft 365

Microsoft 365

Microsoft SharePoint

Microsoft SharePoint

ERP Systems

Oracle PeopleSoft ERP

Describe how you use Diligent Boards in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 42 reviews | Last Published May 27, 2026

Diligent Boards is primarily utilized by organizations to streamline the preparation and distribution of materials for board and committee meetings, a use case cited by 71% of reviewers. The platform addresses the business problem of managing complex meeting documentation by digitizing board books, agendas, and minutes, thereby reducing the time and effort traditionally associated with manual circulation and disparate document storage. Reviewers frequently highlight the product's ability to consolidate information into a single, accessible source. Beyond material management, the product is valued for its robust security features, which 17% of reviewers emphasize for maintaining confidentiality and controlling access to sensitive information. Its user-friendly interface, noted by 14% of reviewers, further enhances efficiency for both administrators and board members. Additionally, the platform provides critical organizational benefits, helping to keep board-related processes structured and secure, and offers offline access, which is particularly beneficial for global operations where internet reliability can be a concern.

Board and Committee Meeting Materials

Diligent Boards allows us to share books ahead of time and also review that information offline.

Security and Confidentiality

also very safe for confidential data.

Ease of Use and User Friendliness

the platform has proven to be user friendly for both administrators and directors.

Please provide some detailed examples of areas where Diligent Boards has room for improvement.

From 42 reviews | Last Published May 27, 2026

Reviewers of Diligent Boards indicate several areas for potential enhancement, primarily concerning core functionalities related to meeting preparation and management. A significant proportion of feedback, representing 17% of reviewers, points to aspects of agenda functionality that could be improved, with some finding the builder confusing or restrictive regarding custom templates. Closely related, 10% of reviewers specifically highlighted difficulties with minutes and agenda formatting, suggesting a need for greater user-friendliness and versatility in presentation. Additionally, the platform's AI integration is an emerging area, mentioned by 10% of reviewers, with both interest in its potential and a desire for more guidance on its use. Minutes functionality, also cited by 10% of reviewers, presents opportunities for refinement, particularly concerning the recording process and attachment handling. Finally, user interface and overall usability were noted by 7% of reviewers, who suggested improvements for a more intuitive experience, despite acknowledging ease of navigation once familiar with the system.

Agenda functionality

Agenda builder is a bit confusing

Minutes and Agenda Formatting

Minutes have all agenda items on so feel redundant

AI integration

Diligent should use AI to predict agenda items based on existing precedents.

Please provide some detailed examples of things that Diligent Boards does particularly well.

From 42 reviews | Last Published May 27, 2026

Reviewers consistently highlight Diligent Boards' effectiveness in streamlining board meeting processes, particularly in the creation and organization of meeting materials. The platform is frequently praised for its capabilities in generating comprehensive meeting packs, a feature noted by 14% of reviewers. Similarly, its tools for agenda and minute creation are well-regarded, with 14% of reviewers appreciating the structured approach it provides. Users also value the platform's ease of use, with 12% of reviews describing it as intuitive and user-friendly, which contributes to efficient document sharing among board members, a point made by 12% of the sample. Furthermore, the system's ability to organize board papers into easily navigable books is a significant advantage, cited by 10% of reviewers. These core functionalities collectively contribute to a more organized and efficient workflow for board administration.

Meeting Pack Creation

Creation of Board meeting packs.

Agenda and Minute Creation

Agenda builder is a wonderful feature

Ease of Use

Easy to know where am

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