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Board portal: what it is and what to require

A board portal is a single permission-controlled workspace for the board's work: notices, materials, meetings, decisions, minutes and archive in one place instead of scattered across email, shared folders and private laptops. This page covers what these tools do, what actually matters in the choice, and where rollouts tend to fail.

For limited companiesWhat a Swedish AB needs from a board portal: quorum, conflicts of interest, numbered minutes, approval by the right roles and a defensible archive.Read moreFor private companiesWhat privately held Swedish companies with outside investors need: ownership records, general meetings, share issues and a history that survives due diligence.Read moreFor public companiesWhat sets public limited companies apart: mandatory rules of procedure and CEO instructions, separate notice periods, and what that means for choosing a board portal.Read more

The problem a board portal solves

Most boards in small and mid-sized companies work without a dedicated tool. The notice goes out by email, materials are attached to a thread, minutes are written in a word processor and saved to a folder — often the chair's. It works until one of four things happens.

  • The chair is replaced. The history was in an inbox nobody has access to any more.
  • The auditor asks for the material behind a decision from last year. Nobody remembers which version it rested on.
  • A buyer runs due diligence. The series of minutes has gaps, and decisions can't be tied to their supporting documents.
  • A decision is challenged. The question becomes whether the board had a quorum and whether everyone received the material in time — and the answer isn't documented.

What all four have in common is that the problem is invisible until it's urgent. A board portal solves it by making traceability a by-product of ordinary work rather than something someone has to remember.

What a board portal contains

CapabilityWhat it should do
Meetings and agendaNotice, agenda and materials attached to the right item, with visibility into who has read what
MinutesMinutes written from the agenda during the meeting, numbered in sequence and approved by the right roles
Digital signingSigning and approval via BankID, with timestamps and tamper evidence
Document archiveVersion-controlled archive with role-based access — not a shared folder
Decisions and tasksActions linked to decisions, with an owner and a deadline, followed up at the next meeting
DiscussionStructured threads between meetings instead of email chains without history
Ownership recordsShare register, articles of association and shareholders' agreement kept at the company, not at the adviser

What actually matters in the choice

Feature lists are hard to tell apart — most vendors do roughly the same things. Four other factors separate the tools in practice.

1. Whether Swedish company law is built in

The Swedish Companies Act sets concrete requirements: the board has a quorum when more than half of the total number of directors are present, directors with a conflict of interest don't count towards it, and minutes must be kept in numbered sequence and approved by the chair plus one more director. A tool that tracks this for you is a different product from one that merely stores files.

2. How the cost grows

Many portals price per user or in feature tiers. That looks cheap at entry level and gets expensive once the auditor, the deputies and the co-opted attendees need access. Calculate for the whole circle across a year, not for the entry price. Our model is one plan at a fixed price — see pricing.

3. Where the data sits and who can reach it

Board material is among the most sensitive information a company holds: acquisition plans, personnel matters, financials before release. Ask where data is stored, which sub-processors are used, how access is controlled per role and what happens to the material when the contract ends. See data protection and compliance.

4. Whether the directors will actually use it

The most common failure isn't technical. It's that half the board keeps emailing, and the material ends up in two places. A tool that needs training to open a document will be worked around.

Do you actually need one?

Not always. A single-owner company with two sets of minutes a year manages fine with a folder and a routine. The value appears when one of the following is true:

  • The board has external directors who don't work in the business.
  • You hold four or more meetings a year.
  • You have owners beyond the founders and hold real general meetings.
  • You're facing fundraising or a sale, where the history will be examined.
  • You have an auditor who regularly asks for supporting material.
  • The chair or the CEO is going to change.

How to roll out a board portal

Rollouts that stall almost always stall for the same reason: the old material never moves across, and the board is left with two sources of truth.

  1. 1

    Decide the portal is the only channel

    Write into the board's rules of procedure that notices, materials and minutes go through the portal. Without that decision the email trail survives.

  2. 2

    Move the history in

    Load the last few years of minutes in numbered order. This is the work that makes the archive useful — and the step most often skipped.

  3. 3

    Set roles before the first meeting

    Chair, directors, deputies, CEO, auditor. Role-based access is the whole point of an archive rather than a folder.

  4. 4

    Run a real meeting straight away

    Not a test meeting. Directors learn the tool when it matters, not in a demo environment.

  5. 5

    Follow up after a quarter

    Check that nothing is still going by email, and that the series of minutes is unbroken.

Vanliga frågor

What's the difference between a board portal and a shared folder?

Access control, traceability and the link between a decision and the material behind it. A folder stores files but knows nothing about who decided what, on what basis, and who approved the minutes.

What does a board portal cost?

The market runs from a few hundred kronor a month to quote-based enterprise contracts. Strictboard is 599 SEK per month for full platform access.

Is BankID required?

With us, BankID is used for secure sign-in and for digitally signing minutes, and provides strong authentication for general meeting voting as well.

Are digital board meetings allowed under Swedish law?

Yes. Board meetings may be held by phone or video as long as participants can communicate with one another and the requirements on notice, quorum and minutes are met. State the format in the minutes.

Do we own our data?

Yes. You can export everything at any time, and on cancellation your data is securely deleted within 30 days. All data is stored and processed within the EU.

See it against your own board year

Twenty minutes walking through a real meeting, its minutes and the archive as they'd look for you — not a demo environment.

Book a walkthrough

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