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Board pack

Learn how to compile board papers into a consistent, indexed pack for every meeting

A board pack brings together the papers and supporting documents for a meeting in a single, indexed set.

The challenge

Board papers often arrive from different people at different times, and revised versions come in right up to the meeting. Putting them together in the right order, with an index, every time there's a meeting is repetitive work.

How Legatics helps

Quick to assemble

Upload the papers, arrange them in agenda order using sections and generate the pack.

Consistent presentation

Apply your firm's or the client's template so every pack looks the same.

Easy to update before the meeting

Swap in revised papers and regenerate. The index updates automatically.

Reuse the structure

Duplicate a previous board pack to keep the same structure for the next meeting, then replace the papers.

How different practice areas use it

Corporate and governance

A company secretarial team can prepare board and committee packs for a client group, in the same format for every meeting.

Investment funds

Investment committee papers can be compiled and shared ahead of each decision.

Mergers and acquisitions

Board approval packs for a transaction can be put together quickly as the deal approaches signing.

Getting started

Explore the Binders collection on the knowledge base to create your first board pack.

💬 If you need any further assistance, reach out to customer.success@legatics.com.

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