Convene Features for Seamless Meetings

Make board meetings — from preparation to documentation — smart, simple, and secure with Convene.

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Trusted by Premier Organizations Globally

100+ companies have convened and experienced the difference in their board meetings. Be the next in empowering your board with Convene.

  • Tesco PLC and Bank
  • Institute of Corporate Directors
  • Fidelity International Ltd.
  • Emaar Hospitality Group
  • America First Credit Union
  • Sheffield Children's NHS Foundation Trust
  • Queen Mary University of London
  • ChemCert Group
  • CITB
  • Children and Family Court Advisory and Support Service
  • Buckinghamshire County Council

Board Portal Made for Directors', Executives', and Administrators' Needs

Convene helps boards exercise transparency, accountability, and security through managing the challenges in modern governance. Our board management software provides powerful tools to streamline the whole meeting process.

Directors and Executives

  • Annotations

  • Voting and Resolutions

  • E-Signature

Administrators and Secretaries

  • Agenda Builder

  • Live Meeting Minutes

  • Document Management

Annotations

Add private or shared annotations in documents online or offline with Annotation Tools.

Smart Annotation Options

Review documents using tools that capture the intended feedback. Convene’s Annotations offer four different tools that are customizable according to your preferred font color and size.

  • Pen Tool

  • Highlighter Tool

  • Text Box Tool

  • Sticky Notes

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Annotate and Collaborate

Convene allows users to use private or shared annotations — for individual note-taking or discussion of ideas. Annotations made offline can be applied on the documents once directors have access to the Internet. Shared annotations in live meetings are reflected in everyone’s devices, allowing efficient communication and decision-making.

Voting and Resolutions

Securely cast votes in and out of meetings with Convene’s in-meeting voting and Resolutions.

Accountable Voting in Live Meetings

Convene supports open voting by show-of-hands and anonymous voting during meetings. Meeting participants can include vote notes, allowing directors to clarify their stances. Results of the votes are instantly displayed — supporting transparency and accountability in meetings.

Resolve Subjects Outside Of Meetings

Voting items can go beyond the meeting room. Convene presents Resolutions, a feature that lets directors cast votes outside of meetings. Similar to in-meeting votes, Resolutions show the records right away through the summary of results.

E-Signatures

Affix signature on documents via Convene’s e-Signature function. With just a tap of a button, sign documents in and out of meetings.

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Transparent and Secure Signing

Securely sign documents by enabling identity authentication that prompts board members to enter their credentials before placing e-Signatures. Convene helps boards uphold transparency by disallowing the removal of signatures.

Agenda Builder

Create board packs easily with the Convene Smart Agenda Builder. Quickly list agenda items, attach files, and assign hosts — all in one smart tool.

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Develop Effective Board Packs

Making an agenda is not just listing plans for the meeting. Convene drives collaboration and productivity with substantial tools beneficial for meeting organizers.

  • Drag-and-drop files

  • Assign presenters

  • Integrate third-party repositories

  • Manage agenda duration

  • Add vote items

  • Publish in PDF

Simultaneously Build and Update Agendas

Communicating agendas throughout the team can consume extra time and effort. Assign contributors per agenda item by granting them access to view and edit the meeting pack. With Convene’s Smart Agenda Builder, automatically notify participants of the updates — no need to circulate the board pack all over again.

Live Meeting Minutes

Seamlessly record and export minutes of the meeting within the Convene App.

Take Minutes Efficiently

Taking and organizing minutes can be rigorous. With Convene’s live minute-taking feature, seamlessly record meeting minutes and notes on the Convene App. Consolidate shared participants’ notes, action items, and vote items in the predefined minutes template. With a side-by-side view with the meeting minutes, no need to switch between two applications during live meetings.

Export Minutes Draft with Few Clicks

Convene automatically generates draft meeting minutes in an editable MS Word format once the meeting is done. Minute takers can add, edit, and format the minutes before sending out the final version.

Document Library

Store and access important documents effortlessly in the Document Library.

User-Oriented Document Management

Manage files and folders easily in Convene’s Document Library. Authorized users permitted by the administrators only have access to the documents, ensuring that confidential data are safe from intrusion. Employing AES 256-bit encryption, Convene ensures that your confidential files are protected.