LiveHelm review
A lightweight board portal with AI meeting tools and compliance records.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
LiveHelm is a web-based board portal for disability-focused nonprofits and other mission-driven organizations. It combines AI agenda generation and minutes drafting with board books, document storage, action-item tracking, conflict-of-interest disclosures, board term notifications, compliance records, and audit-ready exports. The free plan is aimed at small boards, while paid tiers add progressively more governance and administration features.
Pricing is structured as Free, Starter, Pro, and Enterprise. Free supports up to seven board directors, two AI-powered meetings per month, AI agenda generation, AI minutes drafting, basic document storage, and a WCAG 2.1 AA accessible portal. Starter adds personalized board books, action reminders, conflict disclosure tracking, audit-ready document export, and email support. Pro adds CARF-aligned board recordkeeping, board term tracking, a compliance dashboard, and priority support with a four-hour SLA. Enterprise adds unlimited directors, multi-board management, SSO/SAML, a dedicated customer success manager, custom onboarding and training, and custom data retention policies.
LiveHelm fits organizations that want board records and recurring governance tasks in one web portal, particularly when compliance documentation is a priority. Its integrations include Google Drive, SharePoint, Word, and Google Docs, supporting common document workflows. The product is less suitable for boards that require verified voting, committee management, or mobile apps. Organizations needing those capabilities should consider alternatives with a broader meeting and board-governance feature set. Small boards focused on agendas, minutes, actions, disclosures, terms, and compliance records are the clearest match.
LiveHelm pros and cons
- Where it wins
- Free plan supports up to 7 directors with AI meeting tools
- Tracks actions, conflicts, terms, documents, and compliance records
- Enterprise adds multi-board management and SSO/SAML integration
- Where it doesn't
- No verified voting or committee management
- No mobile apps are listed
- Paid-tier cost clarity is limited
LiveHelm fact sheet, pricing and score →
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