--- title: "Diligent Boards Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Diligent Boards the right Board Management solution for you? Explore 341 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/149069/Diligent-Boards/reviews/" page_type: "reviews" language: "en" --- Diligent Boards 4.7 (341) 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 July 31st, 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 AK Andrei K Chief Executive Officer and Co-FounderInformation Technology and Services, 201 - 500 employeesUsed the software for: More than 2 years. “Even though the platform is extremely feature rich, in my opinion the UI looks a bit excessive when you are trying to find a setting or document for the first time.“ June 24, 2026 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 AK Andrei K Chief Executive Officer and Co-FounderInformation Technology and Services, 201 - 500 employeesUsed the software for: More than 2 years. “Also, there has been a lot of lag while uploading large financial PDF's or when I need to update the board book in quick succession before the meeting.“ June 24, 2026 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 HK Huda K Rebel and Founder Co-CEO Huda BeautyMarketing and Advertising, 201 - 500 employeesUsed the software for: More than 2 years. “The user interface is very understated and rigid, contrasting sharply with the creative and colorful world of cosmetics.“ July 20, 2026 AK Andrei K Chief Executive Officer and Co-FounderInformation Technology and Services, 201 - 500 employeesUsed the software for: More than 2 years. “This has made it much simpler for the board members to be able to access what they need prior to discussing.“ June 24, 2026 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 ## Showing most helpful reviews Showing 1-25 of 341 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 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 AK Andrei K. Chief Executive Officer and Co-Founder Information Technology and Services Used the software for: 2+ years ### "Using Diligent Board Makes Preparing Monthly Meeting Packs Much Easier" June 24, 2026 5.0 The platform solves the problem of maintaining accurate versions of our board materials including but limited to our voting history, meeting schedule and minutes. By reducing my administrative time spent on manually coordinating tasks, this platform has greatly reduced the time spent on these functions. The platform allows all of us to remain on the same page, because we are never viewing outdated information. Pros I primarily use Diligent Boards to prepare the monthly board meeting packages (which include confidential financial data) to send to the senior leadership team. With using multiple email attachments for each document; I like the fact that I am able to create an entire board meeting package in one central location and then simply drag and drop documents as needed. This has made it much simpler for the board members to be able to access what they need prior to discussing. Cons Even though the platform is extremely feature rich, in my opinion the UI looks a bit excessive when you are trying to find a setting or document for the first time. Also, there has been a lot of lag while uploading large financial PDF's or when I need to update the board book in quick succession before the meeting. 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 HK Huda K. Rebel and Founder Co-CEO Huda Beauty Marketing and Advertising Used the software for: 2+ years ### "Diligent Boards, for presenting our strategic marketing plans" July 20, 2026 5.0 Pros Diligent Boards provides a highly secure framework for centralizing these confidential strategic presentations. Offline document viewing on tablets, private annotation capabilities, and granular access control simplify executive meeting preparation. Cons The user interface is very understated and rigid, contrasting sharply with the creative and colorful world of cosmetics. For marketing professionals accustomed to modern collaborative tools, navigation can feel austere. 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 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 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 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 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 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 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 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 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 CS Cheryl S. Corporate Law Clerk Real Estate Used the software for: 2+ years ### "A great tool for easy board meeting material assembly!" December 18, 2024 5.0 Diligent Boards has been a great tool for our board meetings. We look forward to continuing to evolve our use of the platform! Pros The ease of creating a board book and making changes as needed. Cons 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. 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 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 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 KM Karl M. EVP Banking Used the software for: 2+ years ### "Diligent Boardbooks Review" December 18, 2024 4.0 Pros The product's features work as described and meet our board members' needs. Cons Their support is slow to respond to our requests, even simple requests such as adding a user. 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 AD Angie D. Exec Asst Building Materials Used the software for: 1-2 years ### "Good system to use for meeting materials" December 19, 2024 5.0 Pros It is useful for gathering and distributing board materials. It is easy to find previous meeting materials. The sections are easy to access and the system overall is user friendly. Cons Access the new account took a short while to figure out Review Source KJ Karen J. Board Liaison Non-Profit Organization Management Used the software for: 2+ years ### "Easy, Intuitive, Solid Aesthetic" October 18, 2024 4.0 Easy, Intuitive, solid aesthetic; I'm happy with the product and call myself a fan. Pros What I like the absolute most about Diligent is how much my Board likes it. They are all on multiple Boards and portals, and every one of them says how easy and intuitive Diligent is. Personally, I find it so easy to use; to create my books, make changes, etc. Cons There's been a shift in their support approach that I find frustrating, but if I persist - and I am persistent - I get the end result I need. I'm just not always up to what it takes to get there. Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Reason for choosing Diligent Boards Ease of use, aesthetic, and it's intuitive Review Source GA Gareth A. Chairman Retail Used the software for: 2+ years ### "Review of the app " October 18, 2024 5.0 Huge time saver and convenient when traveling. Saves printing Pros All board papers in one place and easy to read. Cons Can’t copy or email selected pages. Not all features on writing mode are enabled to scan to the nest page but keeping writing Review Source BW Bobbie W. Executive Assistant Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Great tool" October 18, 2024 5.0 I find Diligent Boards easy to use with great customer service. Pros Pretty easy to use, intuitive. Great resources/FAQs when needed. Customer service is responsive. Cons Housekeeping items like it might be nice to be able to set up something that would auto archive books based on a set schedule... every 6 months, etc. 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. 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