Minutes Builder: create meeting records fast
Capture minutes, assign tasks and approve motions while the meeting is underway. Instantly save and share minutes when it’s over. It’s never been easier to focus on the meeting and record it — fast.
“More productive meetings and better attendance.”
“The biggest win with Aprio is how much we’ve improved pre-meeting engagement. We’ve also won back time and gained flexibility with our meeting prep. Our last packet took less than one hour to prepare.”
Amy Nelson
Point West Credit Union
Save big without sacrificing features, security, or support.
With Aprio board package software no one is stuck with the “lite” edition, we give you…
- Affordable per-user pricing with premium features for all
- Unlimited committees at no extra cost
- Unlimited ongoing training
- Uncompromising security you can rely on
Aprio's board management software makes it easy to streamline board meeting…
Board management software for effortless board meeting preparation
Jumpstart your minutes draft with your agenda
It’s meeting day — get instantly ready for note-taking with the automated Minutes Builder that pulls in your agenda or a template of your choice.
With the Minutes Builder, you can:
- Start a draft of minutes using your meeting agenda
- Use the formatting tools to highlight specific items
- Add a co-author so someone else can help complete minutes
Annotate board materials with ease
Aprio gives you all the tools you need to effectively review your board materials and make notes for yourself or share with colleagues to spark engaging discussions.
Features that make it possible:
- Over 10 different markup tools to choose from
- Keep annotations private or share them as you like
- Annotations are kept in sync across all your devices
Board management software to run more productive board meetings
Streamline your meeting minutes workflow
No need to switch between different software, you can do it all in Aprio. Record your minutes as the meeting unfolds, track motions and action items, assign an approver or a coauthor, our Minutes builder helps you get your job done faster than ever.
Features that make it possible:
- Use your agenda to get started, add new sections
- Add a coauthor to assist with completing the minutes
- Export minutes as a PDF to be uploaded anytime
Join virtual board meetings with ease
Remote board meetings are the new norm and Aprio ensures your board meetings will remain productive and engaging despite the distance. No need to fumble to find the meeting details or switch to a specific videoconferencing solution; we support them all.
Features that make it possible:
- One-click access to remote meetings from the dashboard
- Support for all main solutions (Zoom, Teams, Webex, etc.)
- Presenter mode ensures all attendees are following along the same agenda
Board management software to simplify board activity beyond the boardroom
Collect feedback securely
Whether you are looking to encourage accountability and improve performance through board evaluations or aim to conduct a simple vote before making an important decision, setting up a Survey in Aprio is as simple as you can imagine.
Features that make it possible:
- Keep surveys anonymous or define who can review/respond
- Track progress in real-time and send reminders when needed
- Analyze responses in aggregate or on an individual level
Engage with your boards at will
Whether you want to review the agendas for your upcoming meetings, annotate documents, or sign a resolution, you can do it all from the device in your pocket and Aprio allows you to get one unified view across all the boards you are part of.
Features that make it possible:
- Discuss with one or multiple colleagues using the Comments feature
- Notifications keeps you informed whenever your action is required
- Offline access ensures you can work in any situations
Board management software to track & report key board information
Stay on top of your action items
The work before and after a board meeting is often as important as the meeting itself. That’s why we built our Task Manager feature to ensure nothing falls through the cracks.
Features that make it possible:
- Tasks created using the Minutes Builder are automatically assigned to the meeting
- Set priority level and track completion from your dashboard
- One-click shortcut to import tasks into your calendar
Make data-informed decisions
When paired with qualitative feedback from surveys, quantitative data can often help you uncover patterns leading to improved board performance. Our Reporting tools give you access to the right information, whenever you need it.
Features that make it possible:
- Track attendance and activity at the group or contact level
- Review access logs to monitor unusual activity
- Generate expense reports and assign reviewers
Board management software to keep everything secure
Choose where your data is stored
Your data security is fundamental to our business. Choose to securely store your data anywhere in the world. All of our servers adhere to independent, third-party requirements for security certifications.
Features that make this possible:
- The strongest encryption for complete network and data security
- System redundancies and automatic backup procedures
- And every security practice you need for total peace of mind
Mitigate the risks of breach or loss
Protect information with total control over access. Admins can grant temporary access to auditors or legal counsel, as well as enforcing which documents cannot be downloaded or printed. Aprio board portal software also equips you to remotely wipe board data from any lost or stolen devices.
Features that make this possible:
- Admin-controlled privacy permission settings
- Login authentication
- Remote purge for lost or stolen devices
No other support team works harder to keep things simple.
Aprio’s committed to helping you get the most out of your new board portal software.
Done-for-You Set Up
We take care of configurations, boardroom creation, and data migration from any existing portal.
Practical Training
Free one-on-one, group, and ongoing training available for admins and directors.
24/7/365 Support
When you need a hand, you’ll get support from real people who care, any time, any day.
More productive meetings. Faster board meeting prep.
See how easy good governance can be.
Get a customized tour of Aprio's board management software and preview
all the features that will make your next board meeting stress-free.
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