Tool profile
OnBoard: cost, fit and limits
OnBoard is a board portal made by Passageways, Inc that builds agendas and board books, records minutes, collects approvals and eSignatures, and answers questions from past board material with AI Assist, for directors and corporate secretaries.
What to know first
OnBoard comes in three tiers, Essentials, Premium and Ultimate, none with a published price: the pricing page asks for a demo to get a quote, and a free trial link sits in the navigation. AI Assist is bundled in each tier in a different form, with AI Assist Pro as an add-on. The security page names SOC 2, ISO 27001, GDPR and HIPAA, and hosting runs on Microsoft Azure without a named region.
OnBoard at a glance
| Maker | Passageways, Inc, Not stated on the vendor pages |
|---|---|
| Free plan | Free trial only |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Board Management Software in 2026, rank 10 of 11 |
| Website | onboardmeetings.com/ |
Who OnBoard is best for
Corporate secretaries who build the board book
Agenda and Book Builder, annotations and the resource library are in Essentials, so the monthly packet is assembled in one place rather than from emailed PDFs.
Directors who revisit past decisions
AI Assist answers from board books, resources and minutes with citations, and AI Assist Pro extends the reach to 5 plus years of material.
Public or regulated boards
Ultimate adds board assessments, D&O questionnaires, skills tracking and director training, and SSO with linked subsidiary accounts, which suit organizations with formal governance cycles.
OnBoard plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Essentials | Quote only | Agenda and Book Builder, mobile apps, Zoom and Teams integration, annotations, resource library, user and group permissions. AI Assist included. |
| Premium | Quote only | Everything in Essentials plus Minutes Builder, approvals and eSignatures, surveys, task management and Microsoft 365 integration. AI Assist Pro included. |
| Ultimate | Talk to sales | Everything in Premium plus linked subsidiary accounts and SSO, board assessments, D&O questionnaires, skills tracking, director and executive training. AI Suite included. |
| AI Assist Pro add-on | Not published | Available on any plan or within AI Suite. Adds 5 plus years of board books, resources and minutes to what AI can search. |
Checked November 2026.
What OnBoard does
- Agenda Builder
- Drag-and-drop agenda building, part of the Agenda and Book Builder in Essentials. The agenda is the base on which board books and minutes are assembled.
- Minutes Builder
- Minutes are created inside the agenda rather than in a separate document. This feature starts at the Premium tier, together with approvals and eSignatures. Approved minutes then stay with the meeting record.
- Director and Officer Questionnaires
- Automated questionnaires for directors and officers. The pack places D&O questionnaires in the Ultimate plan alongside board assessments and skills tracking. They collect annual disclosures from directors without manual forms.
- Approvals and eSignatures
- Approvals and eSignatures work with a DocuSign integration, and sit in Premium, so resolutions can be signed from the same portal that holds the board book.
- AI Assist
- AI Assist brings board history into current decisions, answering from board books, Resources and minutes. Answers carry citations you can tap to open the source document.
How OnBoard handles your data
OnBoard's privacy policy says: "We do not use customer data to train AI models, and we contractually prohibit our AI service providers from doing so." Data is kept as long as needed for its purpose, the security page gives no timeframe, and activity logs align to retention and legal holds. Hosting runs on Microsoft Azure, with no region named. The security page names SOC 2, ISO 27001, GDPR and HIPAA, spelling HIPAA as HIPPA. The privacy policy lists an Indianapolis, IN address.
Where OnBoard falls short in practice
- Tier gating of features. Minutes, approvals and surveys start at Premium, while SSO, board assessments and D&O questionnaires need Ultimate. A board that wants only one of them may pay for the whole tier.
- AI history window. Without AI Assist Pro, AI covers board books from the last two years. Boards with a longer archive need the add-on, whose price is not published, to ask questions across it.
- No published prices. Essentials and Premium are quote only and Ultimate is talk to sales. Cost depends on tier and user count, so comparing against priced rivals needs a demo first.
- No public API found. The integrations page lists built-in connections only and mentions no developer access. Teams wanting custom data feeds should ask the vendor directly. Ask whether any export route exists.
Works with
Alternatives to OnBoard
OnBoard: common questions
What does OnBoard AI Assist search, and how far back?
AI Assist answers from board books, Resources and minutes, with citations that open the source. Without AI Assist Pro it covers board books from the last two years. Pro adds 5 plus years of board books, resources and minutes. Answers can be opened at the cited source.
Which OnBoard plan includes minutes and eSignatures?
Minutes Builder, approvals and eSignatures, surveys, task management and Microsoft 365 integration begin in Premium. Essentials covers agendas, books, mobile apps, annotations and permissions. Ultimate adds assessments, D&O questionnaires, skills tracking and SSO. Essentials covers agendas, books and mobile apps, and its AI Assist is the entry version.
Does OnBoard use board data to train AI models?
The privacy policy says OnBoard does not use customer data to train AI models and contractually prohibits its AI service providers from doing so. Check that wording against your own contract before uploading sensitive board material. Ask about log retention too.
Does OnBoard offer a free trial or list prices?
A Free Trial link appears in the site navigation on the pricing page. Prices are not listed: they depend on plan tier and number of users, and the page directs buyers to request a demo for an accurate quote. Trial length was not checked.
Which certifications does OnBoard name?
The security page names SOC 2, ISO 27001, GDPR and HIPAA, spelling HIPAA as HIPPA. It says hosting is on Microsoft Azure without naming a region. Ask for the audit reports themselves and the exact region for your tenant. Ask for the reports.