# Diligent Boards Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Diligent Boards the right Board Management solution for you? Explore 338 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/149069/Diligent-Boards/reviews --- Diligent Boards 4.7 (338) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Diligent Boards Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews EO Erick O Director, TechnologyInsurance, 201 - 500 employeesUsed the software for: More than 2 years. “To date DB has proven to be reliable and secure solution for board management, streamlining corporate document sharing, meeting preparation, and governance processes. While there is a learning curve for new users, the platform’s efficiency, strong security protocols, it is like using MS OneNote.“ December 20, 2024 TK Tatsiana K ManagerComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “Some of our less tech savvy directors still have to be reminded about how to access or sign materials but that can slow you down.“ October 28, 2025 JG John G Executive AssistantMarketing and Advertising, 10,001+ employeesUsed the software for: More than 2 years. “It makes it possible for us to construct and distribute documents for our Board in a quick and efficient manner, from wherever we may be working.“ October 18, 2024 CS Cheryl S Corporate Law ClerkReal Estate, 1,001 - 5,000 employeesUsed the software for: More than 2 years. “If I am replacing a file that has a different number of pages, it will not allow me to do so and still keep notes that have been written by board members.“ December 18, 2024 JG JOHN G Board MemberInsurance, 51 - 200 employeesUsed the software for: More than 2 years. “It helps organize my board service in one location including archive material, current material and other resources.“ December 23, 2024 KC Kathy C Assistant Vice President and Assistant Corporate SecretaryFinancial Services, 5,001 - 10,000 employeesUsed the software for: Less than 6 months. “Does not have the capabilities that were confirmed in pre-contract discussions/demos; unable to edit or rename documents directly in Diligent Boards portal; admin module is not user friendly.“ December 19, 2024 CB Chip B Board memberInvestment Management, 201 - 500 employeesUsed the software for: More than 2 years. “has become the essential tool in Board books...in the mutual fund industry, we used to get books that ran to 2000 pages for a Board meeting...now all the information is on an ipad..and one has the capability to manage the information quickly and easily...resulted in a huge difference in productivity“ December 18, 2024 SS Sasha S Co-Founder, Chief Executive Officer and PresidentInformation Technology and Services, 1,001 - 5,000 employeesUsed the software for: 1-2 years. “Getting this to communicate with all of our other applications is a nightmare.“ February 22, 2026 ## Showing most helpful reviews Showing 1-25 of 338 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Susan O. Independent Director Retail Used the software for: 2+ years ### "Easy & secure" December 18, 2024 5.0 Overall, a secure place to keep all of our Board data in one place. Easy gif new Board members to review old materials for onboarding. Pros It’s a safe pls e yo organize our documents. Cons If not configured correctly with the right “books” it can be hard to find materials. I hate that our administrator has it looked down to not print. Hard for 10ks and 10Qs Review Source RN Rafael N. Legal Specialist Internet Used the software for: 6-12 months ### "Diligent Review - RNC" December 18, 2024 5.0 Pros Most important is the fact that Diligent Boards is a secured platform that shares the information between the whole board avoiding diferences on the amount of information to each member of the board. Cons During the implementation phase, some members of the board were already had their e-mails registered in the platform. So, to link the same e-mail in different organisations, Diligent required the user approval and that the user informed the organisations which he/she had the e-mail registered. As this information is pointless for the person that is implementing the platform (me) and for confidentiality matters this same person should never had the information, I understand Diligent should check this information by itself or exclude this requirement, keeping only the user's formal approval for linking the e-mails. Alternatives considered [Atlas Governance](https://www.capterra.com/p/216117/Atlas-Governance/) Reason for choosing Diligent Boards Company's shareholders already used Diligent. Review Source SS Sasha S. Co-Founder, Chief Executive Officer and President Information Technology and Services Used the software for: 1-2 years ### "Diligent has really made our meeting process easier" February 22, 2026 5.0 We save money on printing and postage, and I think that is fine. At least I am not worried about the data leaking during those times we discuss confidential topics, because the security is very secure. Pros The AI for taking minutes is actually working, which is odd because most software like this doesn’t do much of anything. I like being able to take a whole agenda from last months’ meeting and simply change the date. I’ve been worried my iPhone would crash during a vote, so far, no problem. When I need help, I’ve had good luck getting someone to answer the phone at support. Cons Getting this to communicate with all of our other applications is a nightmare. It’s frustrating that the auto-numbering feature still does not work for agendas. I also hate dealing with the board member who won’t enable two factor authentication (2FA), it creates so much hassle in trying to resolve their issues. Review Source TZ Tamra Z. Paralegal Pharmaceuticals Used the software for: 6-12 months ### "Dashboards are good" December 20, 2024 2.0 Not very user friendly, should be easier to navagate. Pros Dashboards are customized, everything is right there. Cons Customizing the dashboard is extremely difficult. Alternatives considered [Board Matters Board Management](https://www.capterra.com/p/151902/Board-Management/) Reason for choosing Diligent Boards My \[sensitive content hidden\] felt it was more in line with what larger companies use. Review Source PG Pooja G. Manager Computer Software Used the software for: 1-2 years ### "I maintain consistency by continuing to carry out board duties and keeping things moving" December 27, 2025 4.0 As I've started “not flipping through the organized piles of board materials” in preparation for my meetings, using Diligent Board but one secure repository to manage everything has been a game changer for me. Diligent Boards certainly helped make my board process more consistent and therefore predictable and easier to administer. Pros I use Diligent Boards is for preparing and disseminating the Board Books, structuring the agenda and aggregating all the documentation pertinent to a meeting into a single location. As part of my new regular routine, I upload documents and update the board books close to the time of the meeting so that directors can find the information they need both prior to and during each meeting. Cons Although certain aspects of the interface are somewhat antiquated and some of the features such as Search etc, take a bit of time to get used to. And there is an occasional lag during peak times of the day when I’m trying to push through rapid fire updates. Switched from [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Nasdaq Boardvantage is more costly than Diligent Boards. Review Source LB Lauren B. Project Team Lead and Trustee Executive Financial Services Used the software for: 2+ years ### "A Safe Old School Platform" November 28, 2024 4.0 Generally good - it's certainly up there as one of the preferred platforms used by our clients and our internal team. However I do feel they need to seriously compare their offering to others now available on the market to make sure they don't fall behind. Pros A few years ago, Diligent was certainly the preferred provider. Although since the move of all historic Diligent-owned platforms (Board Effect etc) it feels as though there hasn't been a lot of investment in developing the platform to make sure it keeps up with peers. Cons Compared to other current platforms, it's quite clunky, especially building packs and navigating through them in meetings. The pricing structure also doesn't work for a number of our clients who are now looking to other platforms who provide different fee formats. Switched from [BoardEffect](https://www.capterra.com/p/151082/BoardEffect/) A number of our clients hold both direct contracts with Diligent Boards whilst a number of them were automatically moved from historic platforms such as Board Effect. Review Source SB Steve B. Director, Corporate Development Mining & Metals Used the software for: 2+ years ### "Diligent Boards is great for creating and sharing content with Board of Directors" December 18, 2024 5.0 Overall it has been a very good product that our board members are happy with. There are other features we have yet to take advantage of. Pros Well recognized and familiar platform for hosting board materials for review by directors, with multiple product offerings and 24/7 support. Also, it is a secure, MFA protected way to share content securely rather than sharing it by email. Cons Support is sometimes not timely enough when emailing the day-to-day account reps or teams allocated. Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/) Reason for choosing Diligent Boards Most familiar and popular amongst our directors. Review Source SS Sara S. Manager, Board Affairs Non-Profit Organization Management Used the software for: 2+ years ### "Love Diligent Boards!" December 18, 2024 5.0 Pros Using it as a repository of information for our trustees. Cons The fact that OneClick will be disabled at some point. I also do not like that you cannot add placeholder names to the files that are uploaded online. Alternatives considered [OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/) Reason for choosing Diligent Boards Loyalty of service and length of use with Diligent Review Source EO Erick O. Director, Technology Insurance Used the software for: 2+ years ### "Diligent: Enterprise Board Document Management" December 20, 2024 4.0 To date DB has proven to be reliable and secure solution for board management, streamlining corporate document sharing, meeting preparation, and governance processes. While there is a learning curve for new users, the platform’s efficiency, strong security protocols, it is like using MS OneNote. Pros User friendly interface with intuitive navigation, making it easy to access and manage board confidential documents. Its security is robust. Cons Some of our users may find the initial setup and onboarding process time consuming. Additionally, occasional system updates can temporarily affect usability, viewing videos or quality of graphics in word documents at times might be problematic. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) We needed something that provided the require security, separation of duties and flexibility from any platform Review Source SW Syed W. VP, Counsel Entertainment Used the software for: 1-2 years ### "Good system " December 18, 2024 4.0 Overall would recommend to any legal professional. Pros Different functionalities that are available. Cons Sometimes more technical issues than expected. Switched from [CSC Entity Management](https://www.capterra.com/p/196542/CSC-Entity-Management/) More features in diligent that allow for better experience. Review Source YS Yazmin S. EA and Board Coordinator Mining & Metals Used the software for: 2+ years ### "Diligent Boards just want you need" October 18, 2024 5.0 Overall my experience with Diligent has been great Pros Diligent is easy to navigate and it has all the functionality we need, no more no less Cons There is nothing I dislike, pobably the only think that can be improve is the calendar. I would prefer to set up a meeting and on that window having the options to select a specific committee instead of jumping from one committee to the other when setting up meetings. Review Source JP Jennifer P. Sr. Auditor Insurance Used the software for: I used a free trial ### "Sr. Auditor" December 18, 2024 5.0 I have not been able to use the product in my current organization, but I have taken many courses, and it is something I would want to approach my department head to review in the future. Pros The learning modules have demonstrated the ease and confidence of safeguarding the organization's sensitive documents from evolving threats such as cyberattacks. It also provides steps for evaluation in improvements and adopting strategies to increase productivity. Cons I do not have any complaints or concerns at the moment, and it seems that there are many transformative action items that the software can bring. I would be interested in how the process for adoption and quick access to customer service. Review Source SB Stacey B. Senior Corporate Governance Manager Oil & Energy Used the software for: 2+ years ### "Excellent product for Board books" January 13, 2025 5.0 Have been extremely happy as a client of Diligent for over 15 years. Pros User friendly admin experience and love the search feature. Cons Losing user notes when having to replace a document. Review Source MF Michael F. Director Financial Services Used the software for: 2+ years ### "Happy Customer!" December 19, 2024 5.0 My overall experience has been very positive. The product is great and the service is always quick and reliable. Pros It is very efficient as it is structured and designed for usage by board directors. Cons It would be helpful to have more parameters when searching for prior documents or files. If they could add date range, or other parameters to narrow down what comes up would be helpful. Review Source mS mike S. VP Banking Used the software for: 2+ years ### "Diligent - solid system" December 18, 2024 4.0 Good system that's relatively easy to use. Support is usually quite helpful as well. Pros fairly intuitive system, clean interface. Cons replacing, updating and re-linking docs can be confusing. Would be great to have a certain amount of free read only logins. Review Source NC Nathiely C. Governance Specialist Food Production Used the software for: 1-2 years ### "Simple and enought." October 18, 2024 5.0 Pros I like the ease of use (uploading documents, downloading, high speed of the system in general). Cons I believe the system has opportunities for improvement, such as implementing a tool for transcribing meeting minutes. Review Source RH Rita H. Sr. Paralegal Computer Software Used the software for: 2+ years ### "Sr. Corporate Paralegal" December 18, 2024 5.0 Purchased Diligent several years ago when a platform was needed for our Board. We upload very sensitive documents to the platform with comfort. Pros I can be confident about the security that Diligent offers. Cons Downloading documents for our official company records. Review Source SV Suzanne V. Director of Corporate Governance and Assistant Corporate Secretary Health, Wellness and Fitness Used the software for: 2+ years ### "How to make my directors' lives easier" August 26, 2024 5.0 I have nothing but good things to say about my experience with Diligent Boards. Pros That physical board "books" are a thing of the past! Cons These, with lots of change within the Diligent organization, when I need to reach out to Diligent for support, I don't always know who to contact. Also, response times aren't always quick. Review Source IC Iris C. SVP Education Management Used the software for: 2+ years ### "Good platform for board materials" December 18, 2024 4.0 Overall experience with Diligent is positive Pros Comprehensiveness of Board Materials is the best aspect of Diligent Boards Cons Site Navigation can sometimes be confusing Review Source JB John B. Director Financial Services Used the software for: 2+ years ### "Short Review" December 18, 2024 5.0 Several year’s satisfaction. Even older members accepted use Pros Convenience. Replace reams if paper So much easier to review prior to meetings Cons All good. I really don’t see a downside. Good service in rare issues Review Source NJ Nicole J. Supervisory Committee Chair Financial Services Used the software for: 2+ years ### "Good application to consider for your board content" December 18, 2024 4.0 It generally meets my needs and I appreciate some of the education content and events hosted by Diligent Pros Secure, desktop and mobile friendly, easy to set-up file structure and navigate Cons Difficult to see small fonts. I wish I could zoom to use my large monitor and keep that zoom as I change pages Review Source TS Tara S. Board Liaison Utilities Used the software for: 6-12 months ### "Great product for our Board!" December 18, 2024 5.0 We have had a great experience with Diligent so far and look forward to taking advantage of product enhancements and upgrades in the future! Pros I like all of the functionality and how easy it is to use and learn. Cons I think they are a bit slow/behind on upgrades that are promised. Review Source TB Tracey B. Assistant Corporate Secretary Utilities Used the software for: 2+ years ### "Highly recommend " August 26, 2024 5.0 Fantastic! I highly recommend the product. Pros The ease of use for directors and administrators. Plus it is so widely used that most directors are familiar with it. Cons The web app needs the ability to lock material down by full tab. Review Source JB Jim B. manager Insurance Used the software for: 1-2 years ### "Great Product" December 18, 2024 4.0 very easy to use, all users are happier with the product Pros Easy to use and implement across multiple internal and external users Cons There are no cons as of now. We have had a good experience. Review Source EM ERIC M. Senior Counsel Food & Beverages Used the software for: 2+ years ### "Diligent makes posting materials easy and efficient " October 18, 2024 5.0 Very positive, have been using without issue for years. Pros Diligent makes it extremely efficient to post materials to our Board of \[sensitive content hidden\]. Uploading documents is easy as well as reviewing the posting before making it live. Cons Sometimes navigating within and between books can require a lot of clicks. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.