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Help & FAQ

Answers that match how Prepared Board actually works

Prep Score, voting, Unanimous Written Consent, pack magic links, offboarding, export, board types, and consent agenda — written for directors, chairs, and secretaries.

Sample boards

Five sample boards and their board packs

Sample boards run on local demo instances only. This site does not offer shared sign-ins during the invite-only beta; the public sample decision record is at /sample-decision. Acme Robotics, Inc.: , pack /sample-decision (Q4 Board Meeting). Piscataqua Harbor Trust: , pack /sample-decision (Fall Board — Badgers Island overlook). Northlight Robotics: , pack /sample-decision (Q4 Board — Series B term sheet). Seacoast Chamber of Commerce: , pack /sample-decision (Fall Board — Harbor Lights Festival). Kittery Public Library: , pack /sample-decision (Fall Trustees — meeting-room policy). Passkey sign-in (WebAuthn) is not live on preparedboard.com. It is built but switched off until it has been tested end to end. Enterprise single sign-on (SAML and OIDC) is built but not live on preparedboard.com. It turns on for an organization only once its identity provider is connected and its email domain is mapped. It signs people in to the board seats they already hold, never grants admin rights, and every sign-in is logged. SCIM directory sync is not live on preparedboard.com. It is built but switched off, so members are added by invitation. Stripe billing is built but not live. Checkout, the customer portal, signed webhooks, and plan gating turn on only once production Stripe credentials are connected; until then billing pages say Billing not live yet — contact sales, plans are not enforced, and nothing is charged. Seat meters are not built. ASPA is not implemented. Quorum is a seat count from board settings plus Present or Remote attendance. It is not a statutory opinion, and there is no ASPA written-consent engine. Prepared does not quote, bind, or broker D&O insurance and is not carrier-connected. /app/do-insurance is a board-declared binder/policy-date tracker with an in-app board-review attestation only — not an insurance application, not coverage advice, and not a verified coverage amount. An annual director questionnaire tracker at /app/questionnaires can record board-declared checklist attestations in-app. No bank, treasury, or payment account is connected. Prepared does not move money or show a live balance. There is no live filing feed to the IRS, a Secretary of State, county registry, or town clerk, and no Form 990 or state-charity e-file. /app/filings-window is a board-declared board-review window with an in-app attestation that the board reviewed a board copy — not IRS or state acceptance. Calendar filing rows remain reminders. Documents in a pack are board copies, not proof a filing was accepted. Outbound email is not live in the demo. Delivery is reported only after a configured provider (Resend or Postmark) returns HTTP 2xx. Without those credentials, no send is claimed. There is no Clear evaluation response action. A director can Retract a response. Clearing is not a product path. The onboarding checklist row labeled portal access verified (MFA) is a checkbox the board marks; it does not inspect accounts. Two-factor sign-in itself is live (authenticator app, optional per member, can be required per board by the chair). Customer-managed encryption keys (BYOK) are not live. No independent security audit or certification yet. Prepared does not auto-delete or auto-purge documents. /app/document-retention is a board-declared category schedule with an in-app Adopted / board-reviewed attestation only — template aid, not legal counsel, and not a compliance determination. A paid recruiter tier (higher contact limits / commercial shortlists) is planned, not live. Billing checkout is built but not live until production credentials are connected. Newsletter confirmation and issue send are not live — no email provider is connected. Signups stay PENDING; Approved issues are not emailed. Uploaded files are not antivirus-scanned. PDFs pass strict structural validation (no encryption, JavaScript, embedded files, launch or form-submit actions) before storage; that is not a malware scan. Upload only files from sources you trust. Database point-in-time restore covers the last 6 hours only; there is no longer-term or off-provider database backup yet, and uploaded files have no point-in-time restore. Same claims, in sentences: /facts. Machine-readable: /agent-facts.json.

Governance guides

Fiduciary duties, consent agendas, minutes, and more.

Browse guides →

Trust Center

Security practices, AI no-train, and record export on every tier (documents listed as metadata).

Open Trust Center →

Signed in? Open in-app Help · Source: content/help/FAQ.md