Features
Everything your board or committee needs to run great meetings and prove good governance — in one easy-to-use Australian platform. Prepare the agenda, take the minutes as you meet, track every motion and action, store your documents securely, and keep your registers up to date. All for one simple price, with unlimited members.
4.2/5 from 63 reviews on Capterra
No credit card required · For associations, clubs and not-for-profits
Download the features overview to share with your board (PDF)
Governance made genuinely easy
Every feature is here to solve a real problem for volunteer boards and busy secretaries.
Minutes in every inbox before you leave the room
Type your notes as the meeting runs and Process PA builds professional, letterhead-ready minutes for you. No more losing a weekend to writing them up — distribute to the whole committee with one click when the meeting ends.
Always audit-ready records
Your members, motions and action registers stay up to date automatically, so you can prove good governance and meet your record-keeping obligations without a shoebox of paper or a scramble before the AGM.
Nothing falls through the cracks
Assign actions with an owner and due date, and let automatic reminders chase them up between meetings. Everyone knows what they own — and it all carries forward as business arising next time.
A new secretary can pick it up in minutes
Volunteer office bearers change every year. With every agenda, minute, document and register kept in the one place, handovers take minutes instead of a filing cabinet — so continuity never depends on one person's memory.
Governance on any device
Works in any browser on a phone, tablet or laptop — nothing to install. Directors who would rather not log in can receive everything by email, and Lite mode gives them a one-tap view of the next meeting and their actions.
Enterprise-grade security, association-friendly price
Your data is encrypted in transit and at rest on Microsoft Azure, with optional two-factor authentication on every account. Bank-level protection, without the enterprise price tag.
See Process PA in action
Watch how a meeting comes together — from agenda to signed minutes — in a few minutes.
It is a massive time saver and simplifies everything.
An agenda built in minutes, not hours
The agenda is the backbone of a well-run meeting — and the hardest bit to keep tidy in Word.
Start from your saved template and drag-and-drop to reorder, add or remove items. Allot time to each item to keep the meeting on schedule, attach the supporting papers to the item they belong to, and reuse the structure for every meeting that follows. No more wrestling with numbering and formatting.
How agendas workSigned, compliant minutes — automatically
Minutes should be clear, complete and easy to read, with everything you need to stay compliant.
Capture notes against each agenda item as you go and Process PA generates the minutes for you — your logo and letterhead, attendance, resolutions, motions, action items and attachments, all in the right place. Send them to everyone (or just those who attended) with one click, then sign online to lock the record.
Running a meeting
Board papers bundled and delivered securely
Stop chasing attachments and emailing 20 MB board packs the night before.
Attach papers to their agenda items and Process PA collates them into a single board pack. Distribute the agenda with its PDF, a calendar invite and a zip of attachments — or send a secure link instead of bulky files. Everyone opens the same up-to-date pack, on any device.
Board packs & distributionVote and decide between meetings
Some decisions can't wait for the next meeting — and shouldn't be made in a messy email thread.
Run a circular motion (flying minute): members vote For, Against or Abstain by email and Process PA records the confidential result straight into your motions register. Every motion — in a meeting or out of session — is captured with its mover, seconder and outcome, giving you a clean decision history.
Circular motions
Actions that actually get done
Good governance lives between the meetings, not just in them.
Assign an action to one or more members, or to a whole sub-committee, with a due date. Automatic reminders keep it front of mind, assignees can mark it complete straight from the email, and anything outstanding carries forward as business arising — so the same item never quietly disappears.
Tracking actionsYour members register, always current
Know exactly who is on your committee, in what role, and for how long.
Keep members, their roles, terms, contact details and history in one place, with security access levels — Admin, Normal, Email-only or No-access — so people see only what they should. Update from any device, and export your members, motions and actions to CSV anytime for your auditor or reporting. Your records are always yours.
Managing members
Know you have a quorum before you start
Nothing derails a meeting like realising you can't reach quorum.
Request attendance by email and members flag whether they'll be there, so you can see quorum ahead of time — no attendance book required. On the night, mark attendance and apologies in a click and it flows straight into the minutes.
Requesting attendanceSet the year up once, then relax
Predictable meetings make for a well-run organisation.
Schedule your meetings in advance and Process PA handles the rest — notice-period reminders, agenda distribution with attachments, and action follow-ups all go out automatically. Set it up once and the admin runs itself.
Scheduling meetings
And plenty more under the hood
The details that make Process PA a complete board portal, not just a minutes tool.
Sub-committees
Run finance, risk or working groups under one organisation — each with its own members, meetings and documents — and give the parent committee view access.
Learn more →Two-factor authentication
Add a second layer of login security with a one-time code by SMS or email. Available to everyone, and ready for enterprise and government requirements.
Learn more →Lite mode for directors
A streamlined, mobile-friendly view of upcoming meetings, board papers, agendas and assigned actions — perfect for busy board members on the go.
Learn more →Discussion & private notes
Collaborate around agenda items, minutes and attachments with shared discussion, and keep private notes only you can see.
Learn more →Secure document storage
Keep every governance document in a tidy folder structure, encrypted in the cloud and available to whoever needs it, wherever they are.
Learn more →Custom letterhead & branding
Control how your agendas and minutes look — logo, page header, summary or inline tables, attendance order and custom action and motion numbering.
Learn more →Export your data
Download members, motions and action items as CSV for Excel or Google Sheets. Handy for reporting and your auditor — and your records are always yours.
Learn more →Switch between organisations
Belong to more than one board? Move between organisations in a click, with each one's data kept fully separate and secure.
Learn more →The complete board portal for your organisation
Core governance tools built for the way your committee actually works — and priced for associations, clubs and not-for-profits, not listed companies.
Start Free 30-Day TrialSee the full pricing · No credit card required
Free Concierge Service
Don't have time to set it up? We'll do it for you. We enter your members and your last meeting's minutes, build your template agendas and add your letterhead — so your next meeting is scheduled and ready to go for instant minutes.
Book NowAlso included with your 30-day free trial.
Always improving
Process PA is cloud software that's updated constantly with new features and functionality. We have big plans on the roadmap — and we'd love to hear from you.