Agendas, minutes, votes, and action items — all in one place
Stop emailing Word documents back and forth. ClearSite gives your board a single place to view agendas before the meeting, record minutes during the meeting, track votes, and follow up on action items after. Public toggle for Open Meeting Act compliance.
Drag-and-drop agenda builder with templates. Add items, assign presenters, set time allocations. Your board members see the agenda in their portal before the meeting.
Take notes during the meeting and let AI draft formal minutes. Track every motion, second, and vote result. Approve minutes with one click at the next meeting.
Send the full meeting packet — agenda, attachments, and a custom message — directly to board member emails with one click. No more forwarding Word docs.
No signup required. Explore a live sandbox portal loaded with sample data and see exactly how Board & Meeting Management works for your organization.