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Meeting Management

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Improve record-keeping, collaboration and team performance.

Meeting management plays a crucial role in documenting compliance.  Ensure that all discussions, decisions, and actions related to compliance are accurately recorded, traceable, and accessible for review by internal or external auditors, regulators, and other stakeholders.

See It In Action

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Meeting management features at a glance.

  • Meeting organization and standardization

  • Adaptability for different meeting types

  • Healthcare compliance focused

  • Task and communication management

Features of our meeting management software.

Empower your organization with comprehensive meeting management tools, offering efficient agenda creation, minutes capture, task integration, and communication effectiveness.

Meeting organization and standardization

Ensure efficiency with standardized agendas, templates, and refined processes for agenda creation, minutes taking, attendance tracking, and easy duplication of recurring meeting elements.

Adaptability for different meeting types

Healthcare compliance focused

Task and communication management

Why does my organization need meeting management tools?

Improved organization

Keep all meeting-related information, in one place, making it easier to manage and retrieve information.

Improved decision making

By organizing meeting content effectively and ensuring that discussions stay on point, decision-making processes can be improved.

Task accountability

Capture and assign action items during meetings, improving accountability and ensuring timely follow-through on decisions.

Compliance assurance

Generate comprehensive and accurate meeting minutes to document your organization’s commitment to compliance.

Make meeting management easy

Module integration

Create agenda items from other records, including policies, agreements, and incidents to capture decisions and action items.

Document management

Manage all meeting-related files with powerful document management features with versioning history.

eSignature available

Use our solution or bring your own esignature provider to leverage your existing investment.

Analytics and insights

Gain insights into meeting patterns and productivity, helping organizations optimize their meeting practices.

Frequently Asked Questions

  • Our meetings management module streamlines and optimizes the process of planning, organizing, and conducting meetings. It provides tools for centralizing record keeping, promoting collaboration, and ensuring action items are tracked to completion.

  • Properly managed and documented meetings serve as evidence that the organization is actively engaged in maintaining compliance. Discussions on compliance policies, training, agreements, audits, and assessments of risk with remediation plans prove that compliance is taken seriously and managed systematically.



  • Meeting cloning allows easy duplication of standing agenda items and regular attendees, streamlining the process for consistent and recurring meetings.

  • Yes, our tools include thread record-based conversation and email correspondence tracking, keeping a comprehensive record within the system for easy reference and compliance purposes.

  • Assign and track tasks directly from meeting discussions, promoting accountability and ensuring follow-through for efficient task management.

  • Meeting record types cater to diverse needs, from formal board meetings to informal department gatherings.