Alternatives to Diligent Workflow
Compare Diligent Workflow alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Diligent Workflow in 2026. Compare features, ratings, user reviews, pricing, and more from Diligent Workflow competitors and alternatives in order to make an informed decision for your business.
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1
KYC Portal
Aqubix Ltd / Finopz
KYC Portal focuses on streamlining and automating the back-office of any due diligence process. It allows you to define and manage all your regulatory and policy requirements within the system and it then provides the operational capacity to automate and manage the entire process from on-boarding relationship management all throughout the automation of ongoing aspects of KYC such as risk-based approach, reporting, document requests, automated risk-based questionnaires etc. KYCP hooks up with any 3rd party provider/s that you might choose on the market, giving you a centralised, due diligence workflow solution. -
2
Kollate-it
Werkflo
Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate due diligence, compliance, risk management and audit activities and create reports at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs given the versatility. Kollate-it helps all regulated companies document their processes for review across the business. The software solves a number of problems, including: (1) data input dramatically reduces (2) work tasks speed up (3) activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) information silos collapse (7) reporting becomes faster and 24/7 and (8) document retrieval is immediate. Kollate-it allows users to meet continuous requirements in real time with tools to collaborate, collate information and report with ease.Starting Price: $300 AUD per month -
3
ContractZen
ContractZen
ContractZen is an AI-powered governance platform that keeps companies due-diligence ready every day. It brings board management, contracts, entity records, and secure data rooms into one centralized environment, replacing scattered emails, spreadsheets, and disconnected tools. Key features: • Board Portal – Schedule meetings, share materials securely, create minutes, and e-sign documents in one workflow. • Contract Management – Centralize contracts with AI-powered search and automated reminders for key dates. • Entity Management – Organize corporate records and visualize ownership structures. • SmartIndex & Virtual Data Rooms – Prepare due diligence and audits quickly with structured indexing and secure document sharing. • AI Assistant – Analyze documents, summarize contracts, and identify potential risks. • Integrated e-Signatures – Sign documents with Adobe Sign, DocuSign, Assently, SignHero, and VismaSign.Starting Price: $9.50/month/user -
4
IntelligenceBank
IntelligenceBank
IntelligenceBank is a marketing operations platform that helps enterprise teams streamline digital asset management, marketing workflows, brand governance, and compliance. With features like a secure DAM, customizable approvals, online brand guidelines, dynamic forms, and audit trails, IntelligenceBank enables faster time-to-market while ensuring brand consistency and regulatory compliance. Used by leading organizations in financial services, healthcare, franchising, and government, IntelligenceBank integrates with creative, CMS, and enterprise tools to centralize content, automate processes, and reduce risk across marketing operations.Starting Price: $567/month -
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Diligent Boards
Diligent
Trusted by over 145,000 executive leaders worldwide, Diligent Boards is the #1 software for boards. Diligent Boards solution enables more efficient and effective governance by providing a comprehensive range of tools for running more effective board meetings. Top features for directors include single sign-on, document annotation, real-time syncing across devices, and more. Administrators, meanwhile, can take advantage of tools such as drag-and-drop book building, questionnaires with analysis tools, consolidated management of contracts, calendars, and meeting logistics, and more. -
6
Azeus Convene
Azeus Systems Limited
Convene is an award-winning board management software that enhances the efficiency of meetings, from organizing and distributing board documents to conducting, documenting, and generating actions. Convene’s secure, intuitive, and easy-to-use features make it the choice for listed companies, SMEs, banks, governments, and non-profits in over 100 countries. Developed by Azeus, a Capability Maturity Model Integration (CMMI) level 5 company with more than 30 years of experience in IT development, Convene is a highly flexible product that can be customized to cater to each client’s needs. With SSAE 18- and ISO 27001-certified data centers around the world, Convene ensures that clients' data are protected—alongside multiple internal safeguards and random external penetration tests. Convene can be hosted on-cloud or on-premise, and is available for Windows, Mac OS X, iOS, and Android. -
7
OnBoard is an industry-leading board management software designed to streamline meetings, enhance governance, and improve director engagement. Trusted by over 6,000 organizations globally, OnBoard simplifies the board process with a user-friendly interface and enterprise-grade security. Key features include agenda building, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, skills tracking, automated minutes powered by OnBoard AI, minutes builder, and video conferencing integration. With OnBoard AI, meeting discussions are instantly transcribed, generating a comprehensive draft of minutes with ease. OnBoard ensures your board operates efficiently, stays compliant, and engages directors in a secure, collaborative environment. Upgrade your board meetings with OnBoard today!
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8
Admincontrol Board Portal
Admincontrol
Our board portal is a secure and efficient tool for interaction and document sharing among the board, executive management and other key stakeholders. We offer data rooms tailored to document sharing, process support and access control within due diligence and other business-critical processes. For Admincontrol, security and privacy are at the center of everything we do; in developing our solutions, as much as in day-to-day operations and activities. This is a place where employees genuinely care about each other, while focusing on building strong professional teams. Employee satisfaction is measured at 5.5. on a scale of 1-6. That says a lot! Visit our career center to see our vacancies and sign up for updates. 100.000+ users currently benefit from our solutions. Our solutions are tailored for board work and due diligence. Digital collaboration & document sharing. -
9
Boardwise
Boardwise
Boardwise is a board management platform designed to streamline the preparation, execution, and documentation of board meetings within organizations. It centralizes all processes involved in board governance, allowing board offices, corporate secretaries, and executive teams to organize meetings, distribute documents, track decisions, and manage follow-up tasks from a single environment. It automates many of the administrative activities associated with board meetings, including agenda creation, document distribution, meeting scheduling, and minute-taking, which significantly reduces the time required to prepare and manage meetings. It enables participants to submit agenda topics and supporting files in a structured workflow, while approval processes and real-time updates ensure that last-minute changes can be managed efficiently without disrupting the meeting structure. Boardwise also provides tools for tracking action items, assigning responsibilities, etc. -
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Brainloop BoardRoom
Brainloop
Brainloop is a leading board portal and secure collaboration provider. In a single platform, Brainloop solves the challenge of protecting an organization’s most sensitive data and delivers tailored business solutions for Board and Committee Communications, M&A and Due Diligence, Secure Collaboration, Real Estate Portfolio Management, and more. Our solutions are available from any location and across all devices, online and offline. Brainloop offers best-in-class security and the choice of hosting customer data in Germany, Austria, Switzerland and Luxemburg. Brainloop BoardRoom is a professional solution for secure and efficient communication in company boards. Its wide range of functions helps board offices and company secretaries prepare meeting folders and ensure they are always up to date, even when there are last-minute changes. Executives and board members can read highly confidential meeting documents on their desktop or mobile device. -
11
Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
12
Shield Docs Board
Shield Docs
Shield Docs ‘Board’ is a secure, cloud-based board portal management software solution. Securely compose and freely share confidential information among board members in a simple and intuitive way. If sensitive files end up in the wrong hands, a responsible board needs to be able to rescind document availability to certain users, and to be able to remotely terminate access to those files. Shield Docs 'Board' provides layered security with enhanced productivity and intelligence features to facilitate safer, smarter and more efficient business in the cloud. Its purpose-built calendar driven workflows can help streamline corporate governance processes when compiling and composing board packs by notifying users about when submissions are due. It can also ensure the information is ready and disseminated in a timely manner with the added ability to vote on, approve and eSign documents. -
13
BoardWorks
Computershare
In today's global business environment, managing your time and your board responsibilities is no easy task. BoardWorks helps you work more effectively and efficiently via an intuitive app that’s simple and easy to use. BoardWorks board portal software enables critical access to board materials, allowing directors to advise executives and make decisions faster on strategic business matters. Find out how a board portal solution can help transform the way you deliver materials to your board of directors. Directors can advance their workflow by reviewing, annotating and approving documents whether on- or off-line. Gain time efficiencies with single sign-on and consolidated views when serving on multiple boards. Rest assured that documents can be shared securely through SSAE16 and AT 101 audited data facilities in North America, the United Kingdom and Australia. -
14
OnBoard by MVSI
OnBoard by MVSI
OnBoard by MVSI is an end-to-end automated onboarding and compliance software platform that centralizes and streamlines the full customer lifecycle from initial offer generation through digital application, verification, approval, and ongoing due diligence with built-in regulatory controls. It helps companies design branded onboarding journeys with drag-and-drop smart forms, dynamic contract generation, and customizable workflows while embedding real-time risk, risk scoring, and compliance checks such as KYC, KYB, AML, and OCDD to ensure audit-ready regulatory adherence and reduce manual work, errors, and customer drop-offs. It provides cross-department visibility to sales, compliance, and risk teams, integrates continuous monitoring and alerts for compliance changes, orchestrates data consumption from external sources, and supports automated decisioning to improve conversion rates and accelerate time to revenue. -
15
Boardlogic
Praxonomy
Boardlogic by Praxonomy is a highly secure, cloud‑based collaboration platform purpose‑built for boards of directors to organise meetings, manage and share sensitive documents, communicate and make decisions at any time and on any device. It enables streamlined meeting administration by consolidating scheduling, task tracking, agenda creation, digital board‑pack compilation, annotation, minutes, and attendance tracking—all within one intuitive interface. The drag‑and‑drop agenda builder and board‑pack builder allow quick creation, file linking, version control, and instant distribution of board materials, with edits reflected in real time. Boardlogic’s best‑in‑class document reader supports PDFs, presentations, and spreadsheets with smooth rendering, navigation, annotations, and content‑specific discussion threads. Features include granular file permissions, in‑app and email notifications, spaces for committees, two‑factor authentication, and single sign‑on.Starting Price: Free -
16
Directors Desk
Nasdaq
Streamline your board meeting preparation with Directors Desk, used to compile board books, store documents and distribute them, as well as conduct votes, surveys and discussions. Centralized and efficient, Directors Desk software simplifies the sharing of critical information via the web or board meeting app, helping you make meetings held anywhere more productive. Designed to help corporate secretaries and administrators distribute board materials and information and manage meetings efficiently. The platform allows administrators to control what users can see, provides an audit trail, and serves as a central document repository. Using your PC, tablet or smartphone, you can log into your Directors Desk account to view and download the latest board materials, make annotations, respond to votes and surveys, and communicate with your fellow board members within the platform. -
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eBoard
Sibasi
eBoard is a cloud-based board management system designed to streamline governance processes by centralizing meeting coordination, document management, and decision-making activities in a single digital platform. It enables organizations to schedule and manage board meetings, organize agendas, and distribute board materials efficiently while providing real-time updates so members always have access to the latest information. It centralizes board packs, reports, and supporting documents in a secure repository where files can be uploaded, organized, version-controlled, and shared with granular access permissions. Users can annotate documents, track revisions, and restore previous versions while maintaining a full audit trail that records who changed what and when. It also includes tools for task and action item management, allowing administrators to assign responsibilities, set priorities and deadlines, and monitor progress directly from meeting discussions.Starting Price: $250 per year -
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eScribe
eScribe
eScribe is an end-to-end, cloud-based meeting and agenda management solution designed specifically for the public sector. It streamlines administrative tasks, simplifies meeting processes, enhances departmental collaboration, and fosters public participation through features like live streaming and closed captioning. Designed for local governments, school boards, and other public entities, eScribe integrates seamlessly with existing workflows, reducing the time spent on manual processes and paperwork. By providing tools for agenda creation, document collaboration, voting, real-time meeting participation, and more, eScribe empowers organizations to focus on serving their communities efficiently and effectively. Want to learn more? Schedule a demo today! -
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BoardEffect
Diligent
Boost efficiency and engagement among board directors, executives and administrators with BoardEffect. A trusted board portal software, BoardEffect is designed to manage board-related information online, while also supporting board directors to improve organizational performance. With BoardEffect, users can easily and securely communicate with board members, share announcements and documents, annonate meeting minutes and more, eliminating the need for using unreliable paper board books. -
20
BoardMax
StreamLink Software
BoardEffect is the preferred board management solution for nonprofit, community healthcare and higher education organizations delivering an easy-to-use platform equipped with tools to help board members collaborate and make informed decisions. Our board portal platform simplifies complex board management processes and empowers governance leaders to effectively plan and execute board management cycles through transparent and secure collaboration. Online Meeting Books deliver real-time access to agendas, board books, meeting minutes and more anywhere on any device. Schedule a meeting and instantly collect RSVPs to help optimize attendance for any upcoming board meeting or ad hoc event. Approve board meeting minutes, new members, and policies on the go, through a board portal. Board members can use the task tool to set reminders and mark them complete when finished. Easily access meeting documents and minutes through the Library at any time on any device. -
21
Nexis Diligence
LexisNexis
Nexis Diligence can help you mitigate business risk by making it easier to vet agents, partners, suppliers, investments, and other third parties in a quick and comprehensive manner. Global content and simple fill-in-the-blank search fields allow you to significantly reduce the time and expense of conducting thorough due diligence all while maintaining an auditable trail as you go. Nexis Diligence creates a new standard in conducting due diligence and helps ensure you don’t miss valuable information not found on the open web. You get access to thousands of sources that provide a 360-degree view of a person or company all in one place. Check out tips, checklists and other best practices based on regulator guidance and the expertise of other risk professionals. Explore the regulatory landscape to understand AML, ABC and Modern Slavery compliance requirements and how to address them effectively. -
22
BoardPAC
BoardPAC
BoardPAC is an award-winning board management solution that is ideal for board directors to review and approve board agendas on the go. Efficient and secure, BoardPAC is offered across devices such as iPads, Windows laptops and desktops, Android tablets and iPhone and Android phones. BoardPAC integrates fully with Zoom, Cisco Webex, Microsoft Teams, Lifesize and a host of other leading video conferencing platforms. BoardPAC features the strictest security and confidentiality standards such as ISO 27001 certification, 256-bit encryption, and secure transmission, and more. BoardPAC offers the benefits of collaboration, quicker decision making, and easy feedback on meeting documents. BoardPAC conforms to GDPR compliance. -
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eMeetings
MobiTrail
eMeetings is a Digital Board Meeting solution that makes the experience of organising, conducting and following up on Board Meetings, simple and convenient. Trusted by 100+ Companies across Asia, eMeetings has been the preferred choice for some of the biggest banks, NBFCs and Corporate Groups to redefine their Board Meeting experience. The solution offers comprehensive features beneficial for both, the Administrators as well as the Board Members - It helps in creating meetings and set agenda points, upload reports and annexures. - It facilitates consolidation of agenda in a single document, draft MOM approval and signed MOM repository. - The meeting documents can be shared securely to the Board members on their devices. - It offers safe and secure communication with zero leaks, fully paperless operation -
24
RIA in a Box
COMPLY
RIA in a Box is a comprehensive, all-in-one compliance management platform purpose-built for Registered Investment Advisers (RIAs) to streamline and oversee their regulatory obligations under both SEC and state regimes. It consolidates essential compliance workflows into a unified interface, offering a pre-populated, customizable compliance calendar and log with best-practice guidance; automated support for registration and regulatory filings, including preparation of Form ADVs and key documents like Codes of Ethics; comprehensive communications archiving across emails, social media, and websites with powerful filtering and review; guided annual review processes aligned with SEC Rule 206(4)-7; structured risk assessments tied to compliance policies; oversight tools for employee activities, including trading, outside business activity, and attestations; and a built-in cybersecurity compliance module based on the NIST framework that covers vendor due diligence. -
25
TeamEngine
TeamEngine
With TeamEngine Insider Manager you can create and manage your insider lists online. It automates and makes an otherwise difficult and time-consuming task smooth and easy. TeamEngine Board Portal helps you safely store and easily distribute the material to your board. Board members can access the documents, make annotations, and e-sign meeting minutes regardless of where they are in the world, using our app or web service. TeamEngine Survey Manager helps you manage your board evaluations and other surveys in a smooth and structured way. Create your own evaluations adapted to your board or use our ready-made templates. You can also easily compare the results from different surveys. TeamEngine Crisis Portal provides safe external storage for your emergency plans and other important documents. Manage the crisis group’s meetings and store all relevant persons’ contact information and roles. -
26
ZYNO Audit
Elite Mindz
ZYNO Audit is an AI-powered audit and compliance management platform designed to streamline expense auditing and regulatory oversight. It automates expense tracking, anomaly detection, and policy compliance checks to reduce manual effort and minimize risk. The system uses machine learning algorithms to detect fraud, flag irregular transactions, and generate detailed audit trails. With built-in compliance tools, organizations can access regulatory templates, automated reporting, and risk assessment modules from a centralized dashboard. ZYNO Audit also provides intelligent expense categorization, budget forecasting, and approval workflow automation to maintain cost transparency. Enterprise-grade security features such as encryption, role-based access control, and automated backups protect sensitive audit data. By combining automation with compliance intelligence, ZYNO Audit helps businesses improve efficiency, reduce operational costs, and strengthen governance frameworks.Starting Price: $7950/year -
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Responsive
Responsive
Responsive (formerly RFPIO) is the global leader in strategic response management software, transforming how organizations share and exchange critical information. Our commitment to product innovation and customer success empowers companies to accelerate growth, mitigate risk and improve the employee experience by leveraging intelligent technologies to quickly and accurately manage RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments and all other complex information requests (RFXs). With Responsive, frontline teams deliver superior responses by automating the completion of questionnaires, documents and spreadsheets while collaborating with stakeholders, improving processes with data insights, and quickly accessing approved content across popular business applications. -
28
Brainloop BoardSuite
Brainloop
Brainloop BoardSuite. The 100% compliance-compliant all-in-one solution with management cockpit (flow monitor) for all board and committee communication. Your challenge: As a board officer, you are the central point of contact and hub for confidential information, and provide supervisory and management boards with all relevant documents in good time. At the same time, you manage all submitted applications, create agendas, involve suppliers, prepare decisions in meetings and circular procedures and ensure a professional and reliable follow-up of the decisions. And last but not least, you should also keep an overview and control. Maximum confidentiality and compliance of the meeting documents over the entire life cycle of all supplied documents. Timely delivery of meeting documents through process support and automation. Support through "flows" in the creation of agendas and meeting minutes. Optimal overview and central control of all relevant processes through the management cockpit. -
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Fides
Fides
Whether you are managing multiple entities as a legal department or in another role, Fides is here to make your life easier by enabling a seamless and digital execution of all your legal duties, while also creating a secure audit trail. Fides is your single source of truth, storing and visualizing all relevant corporate documents. We store data like your bylaws, shareholder KYC info, register excerpts, and committees and make that data actionable via features like an interactive org chart, searchable entities list, cap table, and a timeline of relevant activities across entities. Fides knows everything about the entities’ committees, their members, and their procedural requirements. The software provides a compliant framework for executing and documenting governance-relevant decisions, including legal guidance through templates, next steps, and a catalog outlining decision requirements.Starting Price: Free -
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Expero
Safelink
Expero Virtual Data Rooms is a secure, user-friendly platform for storing, sharing and managing sensitive documents online. Designed for dealmakers, legal teams, and due diligence workflows, Expero helps organisations centralise information, enforce granular access controls, and collaborate with internal and external stakeholders with confidence.Starting Price: $90 per month -
31
Sherpany
Sherpany
Sherpany is the leading Swiss meeting management solution, designed to meet the unique needs of Board, Board Committee, and Executive meetings. Trusted by Europe’s top companies, Sherpany boosts meeting productivity by 45%, streamlining the entire process — from meeting preparation to the distribution of digitally signed meeting minutes and action items. We prioritise security and compliance, with a robust FINMA-approved and ISO270001-certified solution that centralises and ensures appropriate access controls for your sensitive information. In addition to the web-based Sherpany platform, which is accessible through a web browser, we offer native apps for iOS, Windows, and Android, providing convenient access to our meeting management solution across different devices. Our SaaS-based software, coupled with our meeting education and other complementary services, transforms your company's meeting culture and ensures excellent meetings.Starting Price: EUR €36.00 per month -
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Assure DeFi
Assure DeFi
The most simple way to provide your community with the trust that they want, while you stay anonymous. Recieve a custom approval KYC NFT with you project branding. Pre-written medium article for client announcement. Pre-written twitter post, with indepth detail about your KYC. Promo material that can be used on all your social playforms. Pre-written medium article for client announcement. Guide on how to maximize the impact of your KYC by Assure. Dedicated page on assuredefi domain for your project. A confidential, comprehensive audit for crypto start-ups evaluating everything except the code itself. Using our proprietary point-scoring system, the OPTIX audit assesses all critical aspects of a business’ go-to-market potential. Due diligence is the process of investigating and analyzing information in order to make informed decisions. Our DILIGENCE reports gives you a stylised central document with all your businesses most important information. -
33
RemoteComply
Specialized Data Systems
RemoteComply System is an intuitive, cloud-based software platform designed to store and maintain all the critical information and documentation necessary to support a company's Operational Risk Management requirements. Standard reports are included. RemoteComply consists of 6 integrated products. RemoteVendor is a vendor management system that assesses individual vendors on FFIEC regulations and due diligence criteria. RemotePlan is a business continuity planning system that stores all company data to build a comprehensive business impact analysis (BIA). RemoteNotify is an alert notification system that can send immediate or scheduled mass notifications to individuals via email, text, and audio alerts. RemotePolicy is a document management system designed to manage all aspects of maintaining policies and procedures including storing, tracking, distributing and approving documents. RemoteProfile is a risk management system that manages the risks of an organization’s assets.Starting Price: $500 per month -
34
Dossiere
Dossiere
Dossiere is a highly secure and feature rich electronic solution that provides access to board, executive and confidential papers. Using an unparalleled document security system you can easily view, annotate, share and collaborate on important documents seamlessly. Dossiere makes organising and distributing meeting agendas simple and efficient. Create meetings, agendas and upload documents for your meeting attendees to review and annotate before the meeting begins. Allow your teams to collaborate and share their comments securely with each other. Documents can be bundled and accessed securely for review pre meetings. Dossiere gives you the control over how to consume and collaborate around the documents, videos and audio files that are delivered to your device. View images, video and audio files at the same time that you are reviewing the relevant documents. Create document annotations or timeline annotations in your audio and video files. -
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OpenText Contract Center
OpenText
OpenText™ Contract Center accelerates contract cycle times and increases efficiency. Contract Center transforms contract management from siloed document workflows to intelligent and connected work processes. Automate contract processing from creation, negotiation and approval to management and renewal. Empower internal and external contributors to access all contracts and easily collaborate. Streamline contract creation, manage document workflows and improve adherence with intelligent automation. Create reports that include data from additional sources, such as ERP and CRM systems, to provide insight and value across the enterprise. Allows users to create contracts automatically populated with the appropriate terms for specific business situations and modifies contracts with approved clauses from a clause library. -
36
Regly
Regly
Regly is an AI-powered compliance management and financial crime prevention platform built to simplify and centralize regulatory compliance workflows, risk detection, and policy control across teams and processes by combining advanced automation with expert-designed tools rooted in real-world regulatory experience. It helps organizations manage compliance tasks with centralized workflows for policies, forms, approvals, and documentation so teams can collaborate, track version history, and maintain audit trails in one place rather than using manual spreadsheets or siloed tools. Regly’s automation flags risks proactively, supports vendor oversight, and identifies financial crime indicators by applying customizable rules and alerts, helping reduce repetitive manual work and accelerate investigative focus on real threats. -
37
BoardSpace
BoardSpace
BoardSpace is an online portal for community associations, HOAs, condos and non-profits to organize their documents, meetings, minutes, agendas, to-do lists and events. Instead of using multiple tools such as email, spreadsheets and share drive systems like Dropbox or Google Docs use software that is purpose-built for volunteer boards and specifically designed for their workflow. Always be super organized, and find everything from any device, from anywhere, 24/7. Minutes are faster to get done, documents are easily found, and events and items on to-do lists never get missed. Transitions to new directors and staff are a cinch. Collaborate using LiveDocs, our collaborative document editing tool, send a poll or survey to ask questions or get feedback on an important issue and sign your minutes using our e-signatures. Now integrated with TOPS Software, the leading provider of community association (CAM) software.Starting Price: $69 - $89 per month -
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Fortva
Fortva
Fortva is a cloud-based document management (DMS) and contract lifecycle management (CLM) platform that helps businesses organize, secure, and manage documents and contracts in one place. It supports the full lifecycle—from creation and collaboration to approval, e-signature, and storage. Features include workflow automation, version control, redlining, audit trails, and secure sharing. Fortva uses AI-powered OCR and data extraction to automate processes and generate insights. With zero-knowledge encryption, role-based access, and SSO, it ensures strong data security and compliance. Integrations with tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier connect documents to business workflows.Starting Price: $299/month -
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roXtra Document Workflow
Roxtra GmbH
roXtra Document Workflow for standard-compliant quality management Control and manage your documents with individual workflows for all standards and regulations. All-in-one qm documentation. Document workflow means continuous updating, evaluation and targeted distribution of documented information within a company. The purpose of a standard-compliant and audit-proof documentation, is the verification of compliance and fulfillment of specified requirements. In addition, diligent documentation contributes to more transparency and continuous improvement of processes within your company. Particularly certified companies – e.g. according to DIN EN ISO 9001 or other standards – have a large number of documents that need to be controlled and managed. This usually leads to a considerable administrative effort. With paper-based and manual methods, companies quickly reach their limits. This is where roXtra comes in! -
40
DocKosha
DocKosha
Dockosha Secure Document Sharing & Virtual Data Rooms is a secure document sharing and virtual data room platform for teams that need more control than generic file sharing, without the complexity of legacy enterprise VDRs. Businesses use Dockosha to organize and share sensitive documents through branded links and structured data rooms with password protection, email verification, allowlists and blocklists, NDA gates, download controls, dynamic watermarking, version history, comments, and audit visibility. The platform also includes privacy-first viewer analytics that help teams understand views, downloads, and engagement without relying on invasive tracking. Dockosha works across a range of secure external-sharing workflows, and is especially well suited to boutique advisory firms, diligence teams, legal workflows, and other client-facing teams that run repeat document-sharing or deal-room processes.Starting Price: $49/month -
41
BoardMaps
BoardMaps
BoardMaps is a cloud-based board meeting solution which helps corporations, government agencies, and non-profits manage processes related to board meetings by preparing agendas, raising issues, adding discussion topics, and sharing them across teams. BoardMaps lets users assign action items to team members to improve accountability within organizations. Key features of BoardMaps include approval process management, role-based permissions, a member directory, polls/voting, mobile access, and scheduling. Managers can organize and update meeting materials in the centralized portal to facilitate transparency across team members. BoardMaps allows businesses to send invitations and share action items with team members before meetings to increase productivity and streamline decision making. Users can conduct meetings in person or remotely using mobile devices. -
42
LEGALFLY
LEGALFLY
LEGALFLY is an AI-native legal operating system designed for enterprise in-house teams, enabling organizations to handle the full range of legal work through secure, automated workflows that span contract review, drafting, legal research, due diligence, and regulatory monitoring. It transforms incoming legal requests into structured, end-to-end workflows by capturing context, routing tasks to the appropriate AI agents, and orchestrating execution across multiple steps such as review, negotiation, and compliance checks. It applies company-specific playbooks and standards to ensure consistency, automatically surfacing risks, generating redlines, and producing negotiation-ready summaries while maintaining a clear audit trail of decisions. It supports document drafting by turning contracts into smart templates that generate compliant first drafts, auto-populate key details, and apply clause logic based on jurisdiction, deal context, and risk profile. -
43
Coverbase
Coverbase
Coverbase is an AI-native procurement and third-party risk management platform designed to automate and orchestrate the entire supplier lifecycle, from initial intake and vendor sourcing to due diligence, contract management, and continuous monitoring. It enables organizations to request suppliers, assess inherent risk, and gather required documentation through autonomous AI agents that collect data from emails, portals, and internal systems without manual intervention, eliminating repetitive back-and-forth communication. It includes workflow automation that synchronizes approvals, tasks, and data across systems, along with a unified supplier data fabric that consolidates information from multiple tools into a single, consistent record to power workflows, reporting, and AI-driven decisions. Coverbase embeds security, compliance, and risk evaluation directly into procurement processes, allowing teams to validate controls, detect gaps, and maintain audit-ready records. -
44
Shield Docs
Shield Docs
KPMG Shield Docs helps you achieve an equilibrium between security and freedom, providing a trusted online environment allowing you to share and collaborate on confidential information with confidence. KPMG Shield Docs is an innovative cloud-based solution that combines secure file sharing, collaboration, virtual data room functionality, document management and data protection in a single package. It offers an intuitive and customizable mix of functions to share, edit, store and utilize critical files and data sets with complete end-to-end visibility and efficiency, giving your business peace of mind that sensitive information will remain secure from unauthorized access. This module delivers the core security functionality of the KPMG Shield Docs platform. It includes features such as granular user access control, digital fingerprinting, remote document termination, information rights management and two-factor authentication amongst others.Starting Price: $49.95 per month -
45
Hyarchis
Hyarchis
Offer your customers an entirely digitized onboarding experience while ensuring peace of mind with a fully automated regulatory compliance solution. Use innovative technology based on Artificial Intelligence so that your customers can quickly start their customer journey. We would be happy to tell you about Document processing, Identity verification, Risk Profile Assessment, and KYC Workflow. Ensure your regulatory compliance throughout the lifecycle of your customers with a fully automated solution powered by artificial intelligence. By continuously monitoring, you effortlessly pass strict controls and contribute to a healthy financial ecosystem. In addition, our products, Risk Screening, and Customer Due Diligence make your life easier. A comprehensive, digital document management system designed for efficient onboarding, remediation, and customer file lifecycle management. The tool balances efficient, compliant, secure data management and a seamless user experience. -
46
Future Directors
Future Directors
A self-service, secure, cost effective and and no contract board management platform for small to medium business. Manage every aspect of your board meetings in our secure cloud platform. Store all your documents, prepare and share your agendas, compile board packs and digitize your minutes, plus much more. No more disconnected tools, documents buried in emails or disorganized SharePoint folders. Give your team access to the right information, when they need it. With Future Directors Board Portal, you can create, participate and facilitate all your governance needs in the one place. Some of the most severe cyber attacks happen at a board level, stop emailing sensitive information. Use our secure platform to control how you share information and who can see it. Don’t pay for overpriced tools, save money with our easy to use platform. Give company secretaries the tools to be effective. You control who can access company information and who can make changes.Starting Price: $30 per month -
47
Carizma QM
Axicos
Carizma QM is a web-based software that supports users in managing the entire lifecycle of regulated documents from authoring, review, approval and release to archiving. Creation and management of regulated documents, e.g. SOPs. Integrated workflows for review and approval. Automatic start of training workflow, read and understood upon approval. Electronic signature – 21 CRF part 11 compliant. Display of users who have read and understood. Validated and audit trail. Supports users to manage the entire lifecycle of regulated documents within Carizma-QM itself. The author defines key information e.g. document type (SOP, work instruction, form, checklist, etc.), title of document, process owner (department), groups of users to whom the document is applicable, review cycle. Users are defined in due time by e-mail when a document needs to be reviewed. Carizma creates the skeleton document. -
48
Steward
Steward
Steward is an end-to-end onboarding and Know Your Customer (KYC) platform built for an AI age that streamlines the entire verification process from identity capture through automated checks. The platform integrates a smooth digital workflow including document capture, face-match, liveness detection and identity verification, with AI-driven decisioning and risk-scoring that adapt in real time to changing regulations and threats. It supports multi-jurisdictional compliance, automates sanctions and watch-list screening, and triggers alerts and case management workflows when higher-risk scenarios emerge, helping firms scale due-diligence without manual-intensive review. The system features APIs and embeds easily into existing customer-facing journeys, reducing drop-off and improving conversion, while giving compliance teams a unified dashboard to monitor status, audit trails and risk metrics. -
49
Intapp Intake
Intapp
Quickly capture critical risk-related information about your new and recurring business with Intapp Intake. Conduct thorough due diligence with speed and accuracy, using modern business processes, including dynamic risk-based questionnaires, workflows, and scoring models that integrate with your other systems and trusted third-party data sources. Collect information and assess risk with greater speed and accuracy. Align your onboarding decisions with your firm’s strategy. Centralize the critical information and processes that protect your firm. Design better processes with dynamic workflows, forms, and approval routing. Enforce firm policies through the automated creation and collection of engagement letters. Streamline the collection of external information for internal risk assessment processes, such as lateral hires or AML. Align onboarding decisions with your firm’s risk appetite using defined risk-scoring metrics. -
50
eCIO
eCIO
We help nonprofits manage their boards and committees on a secure online platform allowing their members to meet virtually, share documents securely, and engage their organizations with discussions and polls. eCIO has a simple, flat-fee pricing model: $99 per month for unlimited users, groups, and document storage. No overage fees or contracts. Try it free for 90 days. eCIO also provides low-cost investment management services tailored for nonprofit organizations. From our Needs Assessment Survey, administered to your investment committee, to our personalized, video-based, quarterly portfolio reviews, we keep your organization engaged and up-to-date on the financial health of your investment program. Your dedicated advisor will create an investment strategy that meets the goals and expectations of your organization. Receive personalized portfolio reviews that can be shared with your team members.Starting Price: $99 per month
