Board portal software for UK small businesses and charities

A board portal built for small UK boards and charity trustee boards: one secure place for agendas, board packs, minutes, decisions and actions.

What a board portal is

A board portal is the system a board uses instead of email and shared drives: it holds the meeting calendar, the agenda, the papers, the approved board pack, the minutes and the register of decisions and actions, with controlled access and a record of who saw and did what. Smart-Board.ai is a board portal aimed at boards that fall between a spreadsheet and a six-figure enterprise platform.

Why small boards choose it

• Seat-based plans from £100 per month, in GBP, with VAT handled at checkout.
• No implementation fee, no consultant and no training programme.
• Governance roles that match UK practice: chair, company secretary, executive director, non-executive director, adviser.
• Trustee packs and company packs carry the client organisation's own name, not the software vendor's.
• Support and correspondence from a UK company, in GBP.
• Sub-committee support for audit, remuneration and finance committees, with access enforced per committee.

What is in scope

• Meeting scheduling, agenda building from templates, and published agenda PDFs.
• Board pack assembly, approval, circulation, versioning and read receipts.
• Secure PDF reading with private notes and shared board questions.
• Upload-first minutes with revision history and approval states.
• Registers of decisions and actions arising, with email chasing.
• Role-based access control, two-factor authentication and an immutable audit trail.
• Optional AI board-readiness scoring of individual papers.

What is out of scope

If you are a listed company with a full company secretariat and a formal board evaluation programme, you need something heavier. Smart-Board.ai does not attempt to be that platform.

Getting started

Sign up with an email address and a password — no card, no sales call and no procurement form. Directors, non-executive directors and trustees are then invited by email and set their own password and optional two-factor authentication. Every invitation must be accepted by the person invited; nobody is added to a board without agreeing.