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What is Surfboard?

Every quarter, there comes a week when workloads surge, stress escalates, and teams race against the clock to get ready for crucial meetings. As a result, board meetings have shifted from being valuable opportunities for insight to mere hurdles to overcome. Surfboard tackles these challenges by simplifying complex processes, enhancing workflows, and optimizing your efficiency to help you sidestep the frantic last-minute preparations. With automated workflows and integrated communication features, tedious tasks are significantly reduced, enabling you to concentrate on important business decisions rather than repetitive duties. Relying on outdated reports from past months during quarterly meetings not only hampers productivity but also fails to deliver real value. Our platform takes the initiative by automatically compiling relevant updates throughout the quarter, allowing your meeting time to be used for more significant discussions and strategic planning sessions. This shift empowers you to direct your focus and resources toward initiatives that genuinely propel your business forward, fostering a culture of proactive engagement rather than reactive scrambling. Ultimately, by embracing this transformation, you can elevate both the quality of your meetings and the effectiveness of your overall organizational strategy.

What is DiliTrust Governance?

Introducing the DiliTrust Governance Suite, the latest release from DiliTrust, now offered in a SaaS format. This comprehensive and secure suite streamlines the processes of legal departments through automation. It encompasses a diverse range of modules tailored for various needs. As a cloud-based platform, the DiliTrust Governance Suite features an innovative and dynamic interface that enhances user adoption. This all-in-one solution not only emphasizes ease of use but also provides outstanding customer support. Users can access real-time data that is continuously refreshed, adhering to established confidentiality protocols and access permissions. In-house legal counsel can easily adjust data or company information as needed, leading to significant productivity improvements and enhanced transparency throughout the organization. Ultimately, this suite revolutionizes the operational efficiency of legal teams, ensuring they are well-equipped to meet modern challenges.

Media

Media

Integrations Supported

Docusign

Integrations Supported

Docusign

API Availability

Has API

API Availability

Has API

Pricing Information

$149 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Surfboard

Company Location

United States

Company Website

www.surfboard.team/

Company Facts

Organization Name

DiliTrust

Date Founded

1995

Company Location

Canada

Company Website

www.dilitrust.com

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Categories and Features

Board Management

Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Enterprise Legal Management (ELM)

Contract Lifecycle Management
Document Management
Legal Automation
Legal Spend Management
Legal e-Billing
Matter Management
Reporting / Analytics
eDiscovery

Entity Management

Access Control
Compliance Management
Contract Management
Corporate Structure Management
Document Assembly
Due Date Tracking
Electronic Filing
Electronic Signature
Multi-Jurisdictional
Ownership Tracking
Records Tracking
Registered Agent Services Integration
Subsidiary Governance
Task Management

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

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