What is a board portal for charities?

A secure application that centralises board packs, agendas, minutes, e‑signatures and decisions so trustees and Company Secretaries can run meetings efficiently.

How is this different from shared drives or email?

Convene provides structured agendas, version control, annotations, voting, and a full audit trail, whereas a shared drive or email leaves you open to security risks.

Can trustees use it on phones or tablets?

Yes. Convene is best used as an app! Trustees can get secure access with offline reading, MFA, SSO and more.

Does Convene support e‑signatures and approvals?

Yes. Approvals, acknowledgements, and signatures are captured in the portal with timestamps and included in your audit trail.

How does it help with governance reviews?

All papers, decisions, and actions live in one place, making it faster to evidence compliance and board effectiveness.

Is it hard to roll out to trustees?

No. Convene is designed for non‑technical users. We provide guided onboarding and clear, step‑by‑step help inside the app.

Why Charities Choose Convene

One of the main reasons charities cite in their choice of Convene is the ease-of-use. Our software has an intuitive interface that can be picked up by even the most technophobic trustees. Read more about the reasons charities have picked Convene here.

Do Convene offer discounted pricing for registered charities and nonprofits?

Yes, please contact us to find out more about our discounted rates.

The Board Portal Designed For UK CoSecs and Trustees

Run trustee meetings smoothly, save time on admin, and strengthen governance. Convene is the essential tool for Company Secretaries to build board packs, manage e‑signatures and approvals, and keep trustees focused on decisions, not documents.

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Why Company Secretaries choose Convene

Save hours on prep: Create agendas and board packs in minutes, not days.

Improve trustee engagement: Simple, secure access on web and mobile - no more email attachments.
Stay governance‑ready: Keep one auditable platform for papers, decisions, and actions.
Reduce risk: Granular permissions, the best encryption on the market, hosted in the cloud or on-premise and a complete audit trail.

What You Can Do With Convene?

Build and share board packs fast

Drag‑and‑drop agendas, pull in papers, set timings and presenters, and publish a polished pack to trustees in one click.

Secure reviews, notes, and approvals

Trustees can annotate documents, add private or shared notes, and sign or approve with e‑signatures – no printing required.

Run effective meetings: onsite or hybrid
Schedule, invite, present, and record decisions. Capture actions during the meeting so nothing is lost afterward.

Track decisions and actions
Log resolutions, assign owners and due dates, and follow through with reminders until tasks are complete.

Control access & reduce paper trails
Set role‑based permissions for committees, redact sensitive sections, and maintain a comprehensive audit history.

Purpose‑built for
 UK charity governance

Company Secretaries juggle trustees, committees, and reporting obligations. Convene centralises agendas, minutes, board packs and approvals so your board stays compliant and confident. Whether you support a national charity, a grant‑maker, or a local trust, Convene adapts to your governance model without adding complexity.

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Hear From Our Satisfied Customers

The overriding factor is that Convene is a great digitalised solution for meetings.

Convene is a standout product.

The trustees, particularly the new trustees, have taken to Convene really easily, and have not had an issue at all because it’s quite intuitive.

Security & data protection

Save hours on prep: Create agendas and board packs in minutes, not days.

Encryption in transit and at rest for documents and annotations.
Granular roles and Comprehensive audit trails covering document versions, views, comments, votes, and signatures.to limit who can view, download, or annotate.
Multi‑factor authentication and SSO options to strengthen access control.
Comprehensive audit trails covering document versions, views, comments, votes, and signatures.
Designed to support GDPR obligations, including access control and data minimisation practices.

Outcomes charities see with Convene

Shorter meeting prep and fewer last‑minute email chases.
Higher trustee participation thanks to simple, consistent access from any device.
Cleaner governance records with a single, auditable system for papers and decisions.
Lower printing and courier costs by moving to e‑packs and e‑signatures.

Built for everyone around the board table

For Company Secretaries (CoSecs)

Automate pack creation, approvals, and minute‑taking; track actions from meeting to meeting.

For Trustees

Open the latest pack, annotate, vote, and sign – whether you’re at home, in the office, or on the move.

For Executives

Streamline decision‑making, surface key papers, and maintain institutional memory.

How to Develop a Clear Vision for AI PDF

See Convene for your charity

Spend less time compiling board packs and more time delivering impact.

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FAQ: Board portal for UK charities

What is a board portal for charities?

A secure application that centralises board packs, agendas, minutes, e‑signatures and decisions so trustees and Company Secretaries can run meetings efficiently.
How is this different from shared drives or email?

Convene provides structured agendas, version control, annotations, voting, and a full audit trail, whereas a shared drive or email leaves you open to security risks.
Can trustees use it on phones or tablets?

Yes. Convene is best used as an app! Trustees can get secure access with offline reading, MFA, SSO and more.
Does Convene support e‑signatures and approvals?

Yes. Approvals, acknowledgements, and signatures are captured in the portal with timestamps and included in your audit trail.
How does it help with governance reviews?

All papers, decisions, and actions live in one place, making it faster to evidence compliance and board effectiveness.
Is it hard to roll out to trustees?

No. Convene is designed for non‑technical users. We provide guided onboarding and clear, step‑by‑step help inside the app.
Why Charities Choose Convene

One of the main reasons charities cite in their choice of Convene is the ease-of-use. Our software has an intuitive interface that can be picked up by even the most technophobic trustees. Read more about the reasons charities have picked Convene here.
Do Convene offer discounted pricing for registered charities and nonprofits?

Yes, please contact us to find out more about our discounted rates.

Get Started with Convene

See why organizations worldwide are making the switch to board portal for improved board governance. Convene has been rated the top board management software by several trusted sources of technology reviews.