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Board documents

Learn how to share and manage board papers, minutes and resolutions securely with directors and company secretaries

A data room gives directors and company secretaries a simple, secure place to access board papers, minutes and resolutions.

The challenge

Board papers are often circulated by email, which makes it hard to know whether every director has the latest version. Finding papers from earlier meetings means searching through old emails.

How Legatics helps

Always the latest version

Upload a revised paper and directors see the new version, while earlier versions stay in the history.

Easy to find past papers

Numbered folders for each meeting or year make it simple to locate papers and minutes from previous meetings.

Controlled access

Share papers only with the directors and advisers who need them. Committee papers can be restricted to committee members.

Protect confidential papers

Watermarks show each viewer's details, discouraging papers from being forwarded.

How different practice areas use it

Corporate and governance

A company secretarial team can maintain board and committee papers for a client group in one place, organised by meeting.

Joint ventures

Board materials can be shared with each joint venture partner, with access set for each party.

Investment funds

Investment committee materials can be shared securely with committee members ahead of each decision.

Getting started

Explore the Data rooms collection on the knowledge base to create your first data room.

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

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