# Board Intelligence Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Board Intelligence the right Board Management solution for you? Explore 12 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/159635/Board-Intelligence/reviews

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Board Intelligence

4.8 (12)

[View alternatives](https://www.capterra.com/p/159635/Board-Intelligence/alternatives/)

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

# Reviews of Board Intelligence

Ease of use

4.8

Customer Service

4.8

## Showing most helpful reviews

Showing 1-12 of 12 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

LO

Laura O.  
Company Secretary  
Hospital & Health Care  
Used the software for: 2+ years

### "Large NHS Trust highly recommends"

July 4, 2022

5.0

“The Board Intelligence application has proved an extremely efficient and practical tool for the management of our board level and other committee meeting’s governance. Providing an easy to use platform for the Company Secretariat and other administrators across our large NHS trust. The application includes ease of collation, management and sharing through a secure electronic link/app providing assurance when distributing large, complex and sometimes highly sensitive papers. The standard templates, drag and drop function and adaptability are valuable facets of the application at the admin level, where as the ease of use and annotation function is widely appreciated by users which supports effective meeting outcomes. The 24/7 technical support is highly responsive and effective and the customer service is friendly, informative and engaging. As one of the largest NHS trusts geographically we would highly recommend Board Intelligence as an aid to any corporate function”.

Pros

The application includes ease of collation, management and sharing through a secure electronic link/app providing assurance when distributing large, complex and sometimes highly sensitive papers. The standard templates, drag and drop function and adaptability are valuable facets of the application at the admin level, where as the ease of use and annotation function is widely appreciated by users which supports effective meeting outcomes. The 24/7 technical support is highly responsive and effective and the customer service is friendly, informative and engaging.

Cons

There is nothing about this application that we have come across that we not like.

Alternatives considered

[BoardPro](https://www.capterra.com/p/164493/boardPro/)[Asana](https://www.capterra.com/p/184581/Asana-PM/)

Reason for choosing Board Intelligence

We had an existing contract and experience of the product and were happy to continue this arrangement.

Review Source

Response from Board Intelligence

September 22, 2022

Hi Laura, Thank you so much for taking the time to write this review, we really appreciate it. I'm delighted to hear such lovely words about the product and our team. Over 60% of our business comes from referrals so it's really important to us to have advocates such as yourself. Thank you. Best wishes, Suzi Executive Director, Board Intelligence

SB

Simon B.  
Deputy Company Secretary  
Retail  
Used the software for: 2+ years

### "Board & Board Committee document portal."

July 8, 2022

5.0

This is a secure and reliable means for sharing sensitive information with users who do not have accounts within our IT domain and therefore can access our cloud drives, etc.

Pros

Very easy to use and coordinates well with our IT environment. Good support to get it set up and whitelisted, etc - very cooperative and able to understand and work with the IT team. Day to day support is good but not really needed - it just consistently works well in the background. Support is usually prompt to reply and efficient to solve issues.

Cons

Main things which need development are item by item permissions, and in-app agreement to documents/resolutions. But these are not critical.

Review Source

Response from Board Intelligence

September 22, 2022

Hi Simon, Thank you so much for the review - we really appreciate it. We're always looking for client ideas and I'm pleased to share that our team are working on 'paper by paper' permissions which will be launched with clients soon. Regarding your other suggestion, our platform already enables 'Simple Electronic Signatures' through the App's annotation tools, and we'll be releasing enhancements which allows for Advanced Electronic Signatures in the future. I've shared your feedback with our Product Team and Account Manager, who will be able to share more information on these with you. In the meantime, thank you again for your support, Best wishes, Suzi Beese Executive Director, Board Intelligence

LB

Lauren B.  
Project Team Lead and Trustee Executive  
Financial Services  
Used the software for: Less than 6 months

### "Good but expensive"

November 28, 2024

4.0

Generally a good platform, easy to navigate - although felt a bit dated in some aspects and search function could be improved.

Pros

Easy to navigate, straight forward sign in for clients, excellent security features.

Cons

The 'bookshelf' layout - felt like a CD-rom add on from the 90s.

Switched from

[Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)

Client request - moving from WTW's dated OnePlace system to new governance platform.

Review Source

JP

Jennifer P.  
Board Support Officer  
Financial Services  
Used the software for: 6-12 months

### "Effective and easy to use"

July 14, 2022

4.0

The BI team are constantly seeking to evolve the product. Our Account Manager and helpdesk staff are very helpful and quick to respond.

Pros

Intuitive system to use and administer. Responsive 24 hour helpdesk staff. Proactive in adding value via tutorials, networking events and seminars.

Cons

Does not upload directly from Sharepoint sites except via File Explorer. There have been some spooling /outages when building packs, and times when directors have needed to reload the app to get access.

Review Source

Response from Board Intelligence

September 22, 2022

Hi Jennifer, Thank you so much for your review and we're delighted you're enjoying our programme of client tutorials and events. We're sorry you've experienced some problems with our pack builder and app - improving the performance and stability of our platform has been a priority for the team over the last few months, so I hope you've had a smoother experience. If you have any questions, please get in touch with your Account Manager and know that our BI24 Support Team are always available to help. Best wishes, Suzi Beese Executive Director, Board Intelligence

DP

Diane P.  
Deputy Company Secretary  
Maritime  
Used the software for: 2+ years

### "Board Intelligence "

July 5, 2022

5.0

Excellent experience and would recommend the software. We use it daily and never have any complaints from users/the Board.

Pros

It is easy to upload documents, move them around and publish packs. Packs can also easily be replicated and moved to other shelves. The system is very reliable and the support team are really helpful and resolve issues quickly (in the very rare cases there are any issues).

Cons

The agenda is not flexible and we cannot customise to add our own fields so we have to produce our own separate agenda.

Review Source

Response from Board Intelligence

September 22, 2022

Hi Diane, Thank you so much for your review - we're so pleased you're finding the system easy to use and reliable. We're always keen to capture ideas from clients, so we've shared your comment about more flexible agendas with our Product Team and also your Account Manager, who will be able to explore this with you further. Thank you again and best wishes, Suzi Beese Executive Director, Board Intelligence

BH

Bryan H.  
Head of Operations  
Financial Services  
Used the software for: 2+ years

### "Board Intelligence - general review"

July 18, 2022

5.0

Very pleased indeed at the relationship I have made with the BI team. the product is great and the customer service (as I have said elsewhere) is superb

Pros

Ease of set-up, ease of use, great value and superb customer support/service

Cons

No issues to raise. I gather feedback from my team on usability, ease of service and customer service and the responses are always positive.

Review Source

Response from Board Intelligence

September 22, 2022

Hi Bryan, Thank you for taking the time to review Board Intelligence and to get feedback from your team. We're delighted to hear it's positive across the board and hope that very much continues! In meantime, if you - or any of your team - have ideas for how we can further develop the platform to meet your needs, please don't hesitate to get in touch with your Account Manager. Best wishes, Suzi Beese Executive Director, Board Intelligence

RA

Richard A.  
Clerk to the Corporation  
Education Management  
Used the software for: 1-2 years

### "Great Product, Easy to Use - First Class Customer Support"

March 7, 2017

5.0

Be using Board Intelligence software (Board IQ / Read) for about 15 months and it has been great. Easy to set up, great functionality and if you do get a problem, support is on hand 24/7 to help you solve the problem. Our Governors have taken to it really easily, and this has changed the way our governance model works. We have since rolled it out to other areas of the business including the Senior Leadership Team with huge success, all of which has resulted in pay and non pay savings whilst having all the key information at your fingertips in a secure environment. Have recommended it to colleagues and will continue to do so.

Pros

Easy to use. Customer Service. Great functionality.

Review Source

LF

Lesley F.  
PA  
Education Management  
Used the software for: 6-12 months

### "A PA's Prospective "

March 3, 2017

5.0

I cannot rate this software high enough. It was easy to learn and is user friendly, it has made my life so much easier, no longer reams of papers to collate and bind. It is particularly useful that you can update papers if there are late changes and it is so easy to do so. Suffice to say that we have been extremely impressed with both the system and service that we have received from Board IQ. I am the main administrator and find it so easy to use as do our 18 Governors who receive regular papers from me via the portal. I really can't say anything detrimental about the system. I love the library effect and all of our Governors find it so easy to find what they are looking for.

Pros

The time it has saved me

Cons

Not sure there is anything

Review Source

Response from Board Intelligence

March 3, 2017

Thank you Lesley!

PB

Paulo B.  
Project Manager  
Financial Services  
Used the software for: 1-2 years

### "Great user-friendly application"

July 13, 2022

5.0

Pros

Board Intelligence is very intuitive and easy to navigate. Its collaboration tools are extremely useful.

Cons

Drag -and-drop functions would facilitate migration of files across the different shelves/bookcases.

Review Source

Response from Board Intelligence

September 22, 2022

Hi Paulo, Thank you for taking the time to review Board Intelligence, we really appreciate it. We're delighted that you and your colleagues are enjoying the collaboration tools. We're always keen to capture ideas from clients, so we've shared your comment about being able to 'drag and drop' packs across different shelves/bookcases with our Product Team and your Account Manager, who will be able to explore this further with you. Thank you again and best wishes, Suzi Beese Exec Director, Board Intelligence

FS

Fay S.  
PA to Chief Executive  
Publishing  
Used the software for: Less than 6 months

### "Review of Board Intelligence"

July 26, 2022

5.0

The overall experience has been really good. Very impressed with the product and what it can do (although I only use a small part of it at the moment). I am especially impressed with the customer service and response times with any queries or questions - always super helpful. That makes such a difference when using a product not familiar with or just not used for a while.

Pros

I like the software but a little too early for me to say why as it is all very new to me at the moment.

Cons

Same as above, not really so familiar with it that I can give a fair comment at this stage.

Reason for choosing Board Intelligence

Our London office was already using Board Intelligence so we then just asked to use it in the Bristol office.

Review Source

Response from Board Intelligence

September 22, 2022

Hi Fay, Thank you so much for your review, we really appreciate you taking the time to do it. As you get more familiar with Board Intelligence, please feel free to share any thoughts or ideas for how the platform can better meet your needs - we'd love to hear your ideas! Many thanks again and best wishes, Suzi Beese Executive Director, Board Intelligence

CE

Claire E.  
Corporate Business Officer  
  
Used the software for:

### "Coastal West Sussex CCG"

March 8, 2017

5.0

Our overall experience has been very good, with only a few issues. The issues were addressed fairly quickly.

Pros

Its easy to use

Cons

You are unable to move things easily around the shelves..... the packs are only in published order.

Review Source

Response from Board Intelligence

August 16, 2017

Thank you very much for your feedback Claire, we¿ve actually updated the platform and you can move your packs around the shelves as you see fit. Let us know if you have any further suggestions!

SG

Stella G.  
  
  
Used the software for:

### "Review of Board IQ"

March 3, 2017

5.0

We chose Board IQ following a tender process and have not been disappointed by our choice. The software is extremely easy to use and has all the functionality that you could need from an admin and user perspective. They provide a first class service and are extremely responsive to answering questions and resolving any issues.

Review Source

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