Capture
Start a Matter from an email thread, document, manager update, committee recommendation, or board issue.
How it works
From board inbox to certified governance record.
BoardConcur gives boards a practical workflow for turning scattered context into accountable direction, management follow-up, meeting votes, and preserved records.
The BoardConcur workflow
A clear path from capture to preservation without pretending informal concurrence is the same as a formal board vote.
Organize
Keep the core record, related documents, discussion, and decision context together.
Concur
Establish board or committee direction in BoardConcur or capture direction that happened by email.
Assign
Turn direction into management action with clear ownership, due dates, and status.
Promote to Vote
When formal action is required, move the Matter into meeting vote preparation.
Certify
After the meeting, record and certify the vote outcome back to the Matter.
Preserve
Maintain the complete Matter history as searchable institutional memory.
Important governance boundary
Direction can happen in BoardConcur or by email. Formal board votes happen at meetings. BoardConcur records and certifies the outcome afterward.
BoardConcur
Ready to run the board, not the inbox?
See how BoardConcur can turn scattered emails, attachments, and follow-ups into a structured board record.