# Page 2 | Diligent Boards Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Diligent Boards the right Board Management solution for you? Explore 339 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 (339) 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 # Page 2 - Reviews of Diligent Boards ## Showing most helpful reviews Showing 26-50 of 339 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TK Tatsiana K. Manager Computer Software Used the software for: 1-2 years ### "Our board still keeps us in line and organized" October 28, 2025 4.0 Gone are the days of wrangling a board pack comprised of multiple PDFs in an email thread. It provides me with an organized, up to date single location in which to store and share everything, So much more efficient for board prep and communication. It’s simplified our governance process and eliminated a great deal of manual work that we used to have to do before every meeting. Pros I use Diligent Boards to run our board meetings, designing and distributing materials to gathering approvals and signatures. The coolest thing is how easy it is to both tweak and share board books, even at the last moment. It saves a ton of time because I don’t have to repost entire packets when one document changes as everything is always up to date and organized for the board. Cons Sometimes the interface seems a bit dated and could do with some better navigation such as when I want to go back and forth between two sections or browse through past documents. 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. Review Source KO Kristina O. Corporate Governance Manager Non-Profit Organization Management Used the software for: 2+ years ### "Kristina Osborne review of Diligent Boards" January 8, 2025 5.0 As mentioned above, we are very satisfied with Diligent and often recommend to others in the same industry. Pros Very intuitive, easy to use and we receive great technical support from the team Cons Would like to have ability to keep notes if document is replaced after feature has been used. Happy to provide more information about this. Review Source AJ Andrea J. Sr. Executive Assistant Banking Used the software for: 2+ years ### "Diligent Boards has been a professional life-saver!" December 18, 2024 5.0 It has made our D&O Questionnaire process so much simpler and efficient. Truly a life-saver at year end! Pros It is incredibly user-friendly and comprehensible, so much so, that I rarely need to reach out for assistance regarding functionality. Further, the customer service is responsive with impressive follow-through. Cons Occasionally there will be an unexpected update to the system, but only once did this cause and issue and it was quickly remedied by the team. Review Source BC Bobbie C. Executive Assistant to CFO and Capital Markets Real Estate Used the software for: 2+ years ### "Diligent Board: Intelligent and User-Friendly Platform for Board Materials!" October 21, 2024 5.0 My overall experience with Diligent Boards is one of the best I have ever had! I have worked with corporate boards for over 25 years and this is by far the most "intelligent" platform I have ever used. Being able to construct a board book, make changes, control the access of not only the book but of individual documents and having multiple platforms to view materials (web, mobile, etc.) make Diligent a hands-down choice for me. Pros Easily customizable to accommodate individual boards User-friendly, even for those with limited technical skills Signature voting for \[sensitive content hidden\] to approve consents/resolutions and other documents Cons Replacing a document with annotations is a challenge - the system is designed to maintain the integrity of the document and keep the notes on each designation page. It would be helpful if there was a way for \[sensitive content hidden\] to make notes within a document and the notes would transfer as a "notes page" to accompany the document and allow for replacements or updates without losing the notes. 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 AW Anshul W. Audit Consultant Food Production Used the software for: 2+ years ### "Diligent Customer Satisfaction Feedback" December 19, 2024 5.0 Good and makes my everyday work effecient and effective. Also I am used to Diligent so much that it is part if daily office work Pros User friendly, easy accessibility and prompt customer service Cons Sometimes it becomes too slow in performance and there is lag in performance Review Source PT Paula T. Senior Executive Legal Assistant Transportation/Trucking/Railroad Used the software for: 2+ years ### "Highly Recommend Diligent Boards to any Corporation who cares!" December 18, 2024 5.0 User friendly, organized very well and always safe and secure! Pros All in one safe repository of all Board material, nicely organized and easy to maneuver through! Cons Only con is I am not able to template a message on distribution emails. 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 JT Julie T. Paralegal and Real Estate Manager Warehousing Used the software for: 2+ years ### "Review of Diligent" December 18, 2024 5.0 Overall it has been great. The help line is awesome! They have spent numerous hours on the phone with me. Very patient. Pros I love the help they provide whenever I have a question. Cons The cost. It is extremely expensive compared to the competitors. Alternatives considered [Wdesk](https://www.capterra.com/p/106817/Wdesk/) Reason for choosing Diligent Boards Because it was less confusing and more organized. Review Source CB Chip B. Board member Investment Management Used the software for: 2+ years ### "An Essential Tool" December 18, 2024 5.0 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 Pros the most efficient way to manage large volumes of Board material...an essential tool for Board productivity Cons that it used to be impossible to print selected pages...you've fixed that...so thank you 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 PR Paul R. Senior Vice President and Chief Accounting Officer Hospitality Used the software for: 2+ years ### "Diligent is a solid solution for a Board portal" December 18, 2024 5.0 Overall, Diligent has been and excellent tool that is easy to setup meetings and easy for participants to log into to review posted materials. Pros It is extremely easy to create an agenda and post files to Diligent. Also, you can copy prior meetings to create new ones, which is especially helpful if the agenda has few to no changes. Cons Diligent has sporadically been buggy. However, customer support is very responsive. Switched from [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Diligent was much easier to use and was used by board members that were on other company boards. Review Source NH Nubia H. Board Liaison Non-Profit Organization Management Used the software for: 1-2 years ### "Efficient Way to Create Board Books" December 18, 2024 5.0 It has saved me many many hours when it comes to compiling and distributing board books before each meeting. Especially love that you can replace/edit a document rather quickly and easily without disrupting the order/pagination of the book like it would have occurred when compiling a book using Word or Adobe. Pros Makes creating board books easy and efficient. Cons Would like a better graphic user interface (GUI). Alternatives considered [BoardPaq](https://www.capterra.com/p/151905/BoardPaq/) Reason for choosing Diligent Boards CEO had used Diligent on another board he serves on and liked the ease of it. 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 KK Kevin K. Project Manager Insurance Used the software for: 2+ years ### "Must have products for boards" October 18, 2024 5.0 Great product for supporting several boards Pros Ease of use. Secure place to keep board materials. Cons Price per user. Difference between app and web version. Switched from [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Before my time. I was not involved in the transition 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 CC Chris C. IT Audit Manager Banking Used the software for: 1-2 years ### "Good Application for Basic Viewing " December 18, 2024 4.0 Overall, very good. Navigation is easy once you access the menu screen. Pros The interface is fairly good. The documents can be scrolled back and forth easily and it does allow for notes and highlights. Cons The menu is often hidden and not intuitive when you are in full screen. Have had some login issues: this may be unique to our implementation but it seems to deactivate your login if you don't login for a while. 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 LY Lily Y. Sr. Paralegal Automotive Used the software for: 2+ years ### "Great system, easy to use and sleek" December 18, 2024 5.0 I've had a good experience using Diligent Boards as an administrator. The users I support have never expressed frustration using the system as it's very straightforward. The changes I make apply right away (I know some systems require an overnight update to display changes). Pros The portal is easy to use (e.g., creating books; adding or removing users). Cons Limited number of users (would cost more); downloaded presentation has extra borders I find annoying Alternatives considered [Google Drive](https://www.capterra.com/p/161425/Drive/) Reason for choosing Diligent Boards Diligent is easier to use - we were thinking of cost savings measures, but decided to renew Diligent Boards. Review Source VR Verified Reviewer Director Banking Used the software for: 2+ years ### "A very good product, one minor complaint" October 18, 2024 5.0 I have used for many years across numerous companies. all experience has been good except for navigation on a desktop Pros load on multiple devices; syncs; ease of marking up docs. fast load and sync Cons 1\. on desktop the navigation is quirky. sometimes pg up/down, sometimes the arrows, sometimes nothing works to move the pages qkly 2. sometimes auto sync dsnt work and I have to "update" 3. price Review Source JG John G. Executive Assistant Marketing and Advertising Used the software for: 2+ years ### "Diligent makes Board Books easy" October 18, 2024 5.0 Diligent has been an invaluable tool for our company and for our team. 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. Pros The ease of use from any location. The straightforward manner of loading documents. The outstanding technical support. Cons Adding QuickLinks - it's involves opening a folder, then another folder, then another, and finally finding the doc you'd like to link to. It becomes tedious. Review Source DG David G. IT Auditor Consumer Goods Used the software for: 2+ years ### "Great tool for documentation porpuses" October 21, 2024 5.0 So far so good. I have been using the tool for 3 years now Pros Easy to navigate and great for documentation porpuses Cons Requires a autosave feature, sometimes the session is disconnected and the changes are not saves Review Source LM Linda M. Executive Assistant Financial Services Used the software for: 1-2 years ### "Easy tool for Board packages" December 18, 2024 5.0 Pros The organization of the resources on the dashboard, being able to administer user profiles, and the ease of uploading documents for the Board package. Cons I don't have anything that I dislike about the platform. 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 VR Verified Reviewer VP Insurance Used the software for: 2+ years ### "Great product for board materials." December 18, 2024 5.0 Pros Great place to review board materials. Site works very well and allows for smooth process. Cons Login experience can be difficult at times Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.