# Page 4 | Diligent Boards Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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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/)

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Last updated March 13th, 2026

# Page 4 - Reviews of Diligent Boards

## Showing most helpful reviews

Showing 76-100 of 338 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AW

Alex W.  
Associate  
Investment Management  
Used the software for: 1-2 years

### "Diligent Boards"

December 18, 2024

4.0

Very Satisfied with the product overall and happy to recommend

Pros

Interface is very intuitive, low wait times for call support

Cons

Limited ability to upload Microsoft produicts

Review Source

rS

ron S.  
AC CHAIR  
Construction  
Used the software for: 2+ years

### "Love Dilligent Boards"

October 18, 2024

5.0

I have used DB on four different boards it is by far the best application on the market

Pros

Ease of use, the application is simple to navigate…and the security of information

Cons

No recommendations for improvement this is just a terrific application

Review Source

JH

John H.  
Director, Corporate Governance  
Legal Services  
Used the software for: 2+ years

### "Diligent Board Portal"

August 26, 2024

5.0

It has been an incredible experience. The platform itself is second to none and the customer service support team is incredible.

Pros

How intuitive it is to use for new users.

Cons

The shift away from an always answered 24/7 customer service centre.

Alternatives considered

[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)

Reason for choosing Diligent Boards

Overall functionality and superior customer service.

Review Source

MK

Margaret K.  
Corporate Secretary  
Financial Services  
Used the software for: 2+ years

### "Recommend Diligent"

August 27, 2024

5.0

Long term user. Like the improvements rolled out over the years.

Pros

Intuitive and simple. Diligent Boards is very easy to use.

Cons

Nothing. Generally very pleased overall with the product.

Alternatives considered

[DiliTrust](https://www.capterra.com/p/205615/DiliTrust-Governance/)

Reason for choosing Diligent Boards

Current user of the product. Chose to remain.

Review Source

TT

Toby T.  
Lead governance and board affairs  
Banking  
Used the software for: 2+ years

### "Great platform for Governance professionals"

August 25, 2024

5.0

Pros

Easy to use, features to assist with good governance practices, always trying to innovate, great customer service support

Cons

Waiting for AI features to assist with both admins and users!

Review Source

MP

Melissa P.  
Corporate Secretary and Executive Assistant  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Diligent - best tool for governance "

August 26, 2024

5.0

From on-boarding to ongoing use, Diligent is a tool for any Boatd

Pros

Diligent Boards is a valuable tool to get your Board the information they required to make informed decisions in a user-friendly tool.

Cons

Could have a separate login for the Minutes module

Alternatives considered

[Boardable](https://www.capterra.com/p/221109/Boardable/)

Reason for choosing Diligent Boards

Offline access for Directors to read materials

Review Source

DR

Deanne R.  
Assistant Corporate Secretary  
Food Production  
Used the software for: 6-12 months

### "Diligent is great!"

August 26, 2024

5.0

I find Diligent comprehensive in tools to build board documents and easy to use. The resource center keeps things organized

Pros

Easy to navigate and plenty of options and tools to keep Boards and committees organized

Cons

Links to resource center disappear if you have to update the agenda

Review Source

SG

Stacey G.  
EVP, Deputy GC and Chief Governance and Risk Officer  
Financial Services  
Used the software for: 2+ years

### "Diligent review "

July 16, 2024

5.0

My and my board’s experience has been very positive.

Pros

The ease of posting Board and Committee materials

Cons

Not quick to make improvements based on customer feedback

Reason for choosing Diligent Boards

It was 15 years ago so I don’t remember other than ease of use.

Review Source

MB

Matthew B.  
Attorney  
Real Estate  
Used the software for: 1-2 years

### "Intuitive and Easy to Learn"

October 18, 2024

5.0

Overall quite positive and helps me get the job done.

Pros

Fairly intuitive and simple to learn and then use and has the key features I need.

Cons

The user administration management component and interface can be a bit confusing at times.

Review Source

JN

Jennie N.  
Corporate secretary  
Financial Services  
Used the software for: I used a free trial

### "Nice portal"

August 26, 2024

4.0

Great demo, staff acknowledged the complexity of our environment.

Pros

Lots of great tools, love the AI exec summary.

Cons

A little bit Overwhelming but worth it. Just need to take it as a journey to a new board portal.

Review Source

JS

Jeff S.  
Director of Sustainability  
Consumer Goods  
Used the software for: 1-2 years

### "Diligent is a great rescue"

October 18, 2024

5.0

Diligent Boards has provided useful trainings and papers that help me keep me informed.

Pros

Diligent provides timely and useful insights.

Cons

I have not had any negative experiences to report.

Review Source

MF

Margarita F.  
University Secretary  
Higher Education  
Used the software for: Less than 6 months

### "Great product and service"

August 28, 2024

5.0

Great customer service and product, Board is happy with the easy of navigation

Pros

Easy to browse for board members, easy administration

Cons

View of committees, sometimes there is too much to view

Switched from

[Vault](https://www.capterra.com/p/196236/Vault/)

The vault didnt have much flexibility and it was not user friendly. In addition, it was decided to decomission the vault for the whole organization

Review Source

PG

Patrick G.  
Director  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "This makes my board life easier "

August 26, 2024

4.0

Pros

Access for directors, historical documents availability

Cons

Challenges with downloading documents very good

Review Source

TH

Tammy H.  
Manager Governance and Assistant Corporate Secretary  
Mining & Metals  
Used the software for: 2+ years

### "Satisfied customer"

August 26, 2024

5.0

Great no complaints. Team red is great support. Customer success team is always helpful

Pros

I like the user friendliness of the platform.

Cons

I don’t like the cost and that each solution is a large added cost

Review Source

LG

Lena G.  
Chief of Staff  
Legal Services  
Used the software for: Less than 6 months

### "Diligent Review"

December 18, 2024

4.0

The customer service has been excellent and the portal is very user friendly.

Pros

The organization of having all the materials on one portal

Cons

I run into issues uploading files even with the max capacity.

Review Source

RE

Robert E.  
Director  
Government Administration  
Used the software for: 2+ years

### "Great product "

August 26, 2024

5.0

It has been great for our boards. We have found that both members and staff appreciate the product.

Pros

Security and ease of use. Staff and new members onboard quickly

Cons

Not applicable. We don’t have any major concerns about the product.

Review Source

DT

Daichi T.  
Corporate Governance Analyst  
Oil & Energy  
Used the software for: 2+ years

### "Good experience overall"

July 16, 2024

4.0

Pros

Continuous updates to improve functionality, great response to issues when there are issues. UI is intuitive and carefully designed.

Cons

Updates are good but we sometimes run into bugs. Recently experienced a situation where document links work in diligent but not in the pdf generated from diligent.

Review Source

MS

Michelle S.  
Administrative Assistant and Board Secretary  
Education Management  
Used the software for: 1-2 years

### "Resistant to Love It!"

September 18, 2020

5.0

I find the customer service people to be exceptionally knowledgable, friendly and helpful. Many times when I call and ask questions, they will go above and beyond in an explanation, send tip sheets or provide short cuts. I have even had them say to me, that is an excellent thought processes and way of doing "it", whatever I'm calling about, but then offer an easier solution or another thought or process that may be better or something to consider that I hadn't even thought of. I also appreciate the follow up and/or offer for additional training if needed or requested. My experience has been truly wonderful with everyone I talk to, even in a crunch, meeting deadlines and they almost always answer...I think I only waited one time out of 20 for a call back and it came relatively soon after I left my message. Thank you to the BoardDocs team!

Pros

What I like most about BoardDocs is the ease about using it. I feel its fairly intuitive, easy to pick up on as its similar to other software programs you might use, they have built a great platform for allowing multiple ways to use the product. We have been using the software for almost two years and I would not go back to doing scanned PDF packets on our website ever! I was resistant through several demonstrations or communications with sales people. The last time, I felt that I finally could envision myself using the product and having it be useful, time-saving and user-friendly. I was ready to jump on board!

Cons

The software does not allow for a lot of individualization or specialization, such as on the featured page which is similar to having a home page. I would like to be able to customize this page or other aspects of the software more to reflect our own district trends or social feel. I also do not like that once reports are submitted, especially if they have executive content, the person who wrote the report with the content, can no longer see the report they wrote when it comes to making revisions or changing anything if its been submitted and at the meeting can no longer see the executive content even if they were the one who wrote the report.

Reason for choosing Diligent Boards

Diligent was demonstrating at our State Convention and board members heard the proposal and suggested we, as a district, look into it. My Superintendent was amenable and the rest is history. The trainer who came out to us, and I was grateful for the one-on-one, in person training, even stayed for an evening training session with our Board of Education and patiently answered all of their questions!!

Review Source

LB

Linda B.  
Board Director  
Food & Beverages  
Used the software for: 2+ years

### "Food Banks Canada "

May 7, 2024

5.0

Love it! It’s an amazing interface to work in day by day.

Pros

Easy of use of utilizing the Diligent Boards platform.

Cons

Difficulty changing passwords within the Boards platform.

Review Source

SD

Sandra D.  
Executive Secretary  
Banking  
Used the software for: 2+ years

### "We LOVE Diligent Boardbooks. Secure, user friendly, excellent features, excellent customer support."

July 21, 2017

5.0

It saves me time in preparing for board meeting and committee meetings. Less printing of documents, so it saves time. It is more secure with no hard copies getting left around. Paperless meetings are the best way to go. The board members can view or access the material anywhere in the world and on any device. You are never out of reach so you can always attend important meetings while out of town, and with carrying no paper copies. You always have it at your fingertips. Documents can be loaded quickly, even in the middle of a meeting. The users never know new documents are being loaded, so no interruptions. I always know where to go back to find documents. it has been a real asset in this company.

Pros

It's secure, password protected, easy to use, very little training needed to use, has many features "built in" that I love, i.e. automatic save as you build the sites. Can view documents from any device. I love the "note taking" feature and the ability to do questionnaires, vote for board items option, and fingerprint sign-on. I also love the drag and drop method to load documents onto your sight, and the ability to drag your tabs into another position. I love how there is always a new feature being implemented or developed. They listen to the customer and create what "you" think is important. The program moves you through the pages quickly. It never gets bogged down. Our Board of Directors love Boardbooks and plan to continue using this product for a long time. We have all of our committees and our main board meetings on Diligent Boardbooks. We love the paperless feature and the security of our documents. We never have to worry about confidential information being in the wrong hands. We are fans!! We can't say enough good things about Diligent Boards and the great people at Diligent. Great Customer Service! Friendly! Professional. Always available to help you day or night. We have used Diligent Boards since 2010 and they have never let us down. They are well trained professionals. They help make your job easier! Thanks Diligent!

Cons

Many more Pros than cons. If I have an issue with the product/software, its because I am not using it correctly. The only thing I can think of is, that it may be nice to have an "undo" feature in case I accidentally choose the incorrect option and something gets deleted. It has not happened yet.

Review Source

Response from Diligent

November 2, 2018

Thank you for your wonderful note, Sandra. We really appreciate you taking the time to share your experience. It was a delight to read your positive comment - thank you very much!

Robert D.  
IT Manager  
Chemicals  
Used the software for: 1-2 years

### "Essential platform for board governance. "

September 13, 2022

4.0

It was quite positive. Before this software creating board packs was extremely manual and needed a lot of user intervention. Any updates that came in late were in risk of not making it in. there was always the possibioity of incorrect packs being used by members. Storing them was also a pain.

Pros

It allows you to signup for only the modules that you need. It is cloud based and can be used on any device with a browser as well as native iOS apps. It is very easy to create and update books and to keep them updated across all users to ensure the most recent pack is available.

Cons

Some of the user/committee setup needs to be done by customer service. While they are quite responsive it seems unneccessary and they are improving on this. If you have a small board/irregular meetings it may be costly for you.

Review Source

SC

Sarah C.  
Assistant Corporate Secretary  
Utilities  
Used the software for: 2+ years

### "Happy Diligent Customer"

November 7, 2020

5.0

Diligent can be used as a way to securely communicate with the Board across various access points - from uploaded materials to surveys to messages - and I love how widely-known it is. Our directors are familiar with it, and even if they aren't they can easily learn how to use it because it's so intuitive. Diligent provides hands-on, 24/7 help and support, and that can make all the difference in the world before a big board meeting. Overall, we are very satisfied and plan to stick with Diligent for years to come!

Pros

The three things that make Diligent stand out to me are: - 1) It is easy to use, both on the administrator side and the user side. The features are intuitive and easy-to-learn. - 2) Their customer service is amazing! We really appreciate \[SENSITIVE CONTENT HIDDEN\] for always being there for us, ready to answer a question or assist with an issue. - 3) It is highly secure and provides a sense of comfort in knowing our materials are safe and protected. We are very satisfied customers!

Cons

I can't think of any complaints. It's true that they're on the pricier side, but you're paying for a lot more than a board portal - you're paying for research, for ingenuity, for corporate governance guidance, for the latest technology, and for top-notch customer service - so it's worth the price tag!

Alternatives considered

[Nasdaq Boardvantage](https://www.capterra.com/p/154125/Nasdaq-Boardvantage/)[OnBoard](https://www.capterra.com/p/179015/OnBoard-Board-Portal/)

Reason for choosing Diligent Boards

We have a long-standing history with Diligent and wanted to keep that relationship intact. More importantly, our directors, management, and administrative staff were satisfied with Diligent, and we aim to keep them happy! As long as Diligent is providing for our needs, we'll be loyal customers!

Review Source

KF

Katherine F.  
Chair of the Board  
Hospital & Health Care  
Used the software for: 2+ years

### "Makes it easier to be a board chair"

October 19, 2020

5.0

Diligent is the go-to platform for the hospital system where I'm a board chair. Having a common platform across all hospitals makes it easy to go from meeting to meeting across facilities.

Pros

Having everything needed for a meeting in one place

Cons

Navigation across agenda tabs or within long documents is cumbersome.

Review Source

CC

Catherine C.  
EA  
Oil & Energy  
Used the software for: 2+ years

### "Using Diligent"

November 4, 2021

5.0

It is faster than depending on couriers, non-confidential emails or clunky two-authorization email systems for security. I can create a book, approve and publish it to Directors within minutes. We use it weekly for Executive meetings as well and the material stays confidential with no papers remaining behind after a meeting in the boardroom.

Pros

I don't have to email and courier binders to Directors who live in other countries. It really opens up opportunities to have members around the world.

Cons

I understand the need to protect confidential documents but I wish there were easier options to print and export PDF items for Corporate Libraries. You can export a PDF but it is not similar to the actual book and tabs you receive on-line.

Review Source

PF

Patricia F.  
Sr. Paralegal  
Financial Services  
Used the software for: 2+ years

### "Diligent Board Review"

May 17, 2019

4.0

Diligent Boards is a great tool for assembling and housing board materials. It saves us hours of preparation time for our five boards and related committee meetings. It also functions well for directors to be able to access materials securely from anywhere in the world. We also use it to assemble other types of document packages rather than just board books.

Pros

It is easy to use and very intuitive for both administrators and directors. I like that there are several ways to accomplish certain tasks, depending on what works best for my company and directors.

Cons

There is no dedicated online training for directors or administrators. The help features are very good, but directors don't have the time or inclination to search how to handle basic functions. In addition, the notification, table of contents and calendar features are the weak parts of the software. Administrators should be able to add other users to a notification, even if not listed as a member of the particular committee or board. The table of contents feature, while improved from a few years ago, still isn't editable or movable within the document. The new Agenda feature also should be more editable.

Review Source

Response from Diligent

June 26, 2020

Hi Patricia, it's great to hear that you find Diligent intuitive and easy to use! Thank you for taking time to provide feedback please know that we are always looking to make improvements to our platform, and have taken your feedback into account.

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