# Diligent Boards Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 # 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 339 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 MY Maria Y. Learning Coordinator E-Learning Used the software for: 2+ years ### "Diligent Board review." March 28, 2026 4.0 This platform has helped me create meetings improving collaboration with board members and export documents. Pros Document exportation. Communication and meeting management among board members is secure. Agenda sharing between board .Easy to get used to it. Cons I have nothing much to dislike about this platform apart from that AI does not predict agenda, everything else is good. Review Source AS Amber S. CEO Management Consulting Used the software for: 2+ years ### "Diligent Board" April 4, 2026 4.0 Overall it's a good product. Have been using for almost 4 years, would like to see a more modernized application and additional AI features. Pros Was easy to learn without any prior training. Simple format makes it easy to maneuver around in the product. Cons Slight nuances in creating links within an agenda package and the questionnaire feature has limited functionality. Review Source TB Thomas B. Board member Financial Services Used the software for: 2+ years ### "Diligent Service" December 21, 2024 5.0 I am very happy with Diligent -- I have no complaints with it Pros Easy sign on, intuitive to navigate and good customer support when needed Cons I don't have any issues with Diligent -- nothing problematic comes to mind Review Source AA Abigail A. Auditor Information Services Used the software for: 1-2 years ### "I love this tool" December 18, 2024 5.0 Good I love using Diligent is a great tool Pros Easy to navigate and no regrets at all!!! Cons Easy to navigate and it’s a great tool for our company Switched from [Wdesk](https://www.capterra.com/p/106817/Wdesk/) My company wanted to try something else. Review Source DT Dave T. Board member Insurance Used the software for: 2+ years ### "A satisfied user" December 21, 2024 5.0 Very satisfied. It’s a great tool and has significantly improved my board meeting prep efficiency. Pros Easy access and easy to navigate. Easy to use in board meetings and easy to move from one agenda item to the next with different views. Cons I can’t think of anything I’m not satisfied with 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 NG Nicole G. Sr. Manager Farming Used the software for: 2+ years ### "Great Platform" December 31, 2024 5.0 Very happy, no complaints - would recommend. Pros Easy to use, very helpful customer service and a dedicated team to ensure our company has what it needs Cons The price is a bit steep if you're a limited user of the platform, but there are many training opportunities to see everything Diligent has to offer to make the most of your subscription. Alternatives considered [Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/) Reason for choosing Diligent Boards Diligent matched the pricing of Boardvantage 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 TW Ted W. Independent director Financial Services Used the software for: 2+ years ### "Very useful but needs some improvement " October 18, 2024 4.0 Have been using since inception. Overall it’s very useful. One feature that I have been suggesting is automatic accessing pages. In other words, a leader could be looking at a page and all other attendees would see the same page automatically. Pros Organization , ease of access.Previously we used printed board books so this is a vast improvement. Cons Page numbers are not tied to headers so jumping from section to another is challenging. Review Source CZ Caroline Z. Credentialing Coordinator Insurance Used the software for: 1-2 years ### "10/10 Would Recommend!" December 18, 2024 5.0 I have had nothing short of a great experience with Diligent and would highly recommend. Pros I like how easy it is to use and how there are rarely any technical issues. Cons I wish there was a quicker linking process. 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 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 JK Jason K. EVP Banking Used the software for: 2+ years ### "Board Books" October 18, 2024 4.0 Overall good. Be sure to download material when you have WiFi Pros Nice having all meeting materials in one place to access Cons Getting locked out and difficulty getting back in 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 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 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 MD Marcela D. SVP of Operations and Customer Service Financial Services Used the software for: 2+ years ### "Really like Diligent!" October 19, 2024 5.0 We really like Diligent and my organization has been using it for years with no plans of switching. Pros It s easy to use and they have a good mobile version Cons There is nothing I dislike about the tool. It's easy to edit and access content. 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.