Boardable: Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items. Upheal: Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes. The right pick comes down to team size, budget, and the workflows you want to automate.
How Hosiqo compares and tests toolsFinal recommendation
Shortlist Boardable when drafting compliant minutes for nonprofit board meetings from transcripts matters most, and Upheal when group practices standardizing documentation and compliance across multiple clinicians matters most. Run both through a week of actual calls to see which suits your workflow.
Board meeting platform for nonprofits with AI-generated minutes, an in-meeting assistant, and AI insights that turn discussion into action items.
Upheal is an AI-native EHR for mental health therapists that records and transcribes sessions to auto-generate clinical progress notes.
Boardable is a board management platform designed primarily for nonprofit, public-sector, and mission-driven organizations to handle the full board meeting lifecycle, from agenda building and document management to voting and task tracking. Its governance features center on making board meetings more effective and the resulting records more transparent. Boardable's AI tools, which are opt-in, focus on the meeting itself: AI-Generated Minutes lets users upload a VTT transcript from an external meeting on Zoom, Google Meet, or Teams and produces a draft set of minutes, eliminating much of the manual documentation work. An In-Meeting Assistant provides on-the-spot answers and recaps to fill knowledge gaps without interrupting the discussion, while AI Insights turns raw discussion into concise, actionable outputs and next steps. The platform also offers Boardable Consultant, an AI chatbot trained on nonprofit governance and board best practices that provides guidance on strategy and compliance. Boardable states its AI tools use Claude by Anthropic with a zero-retention configuration for privacy. The product is aimed at small to mid-size boards that want structured meeting preparation, documentation, and follow-up in a single secure governance system. Pricing varies by plan. Check the official website for current pricing.
Best suited for
Upheal is an AI-native electronic health record (EHR) platform built specifically for mental health therapists and behavioral health practices. It records and transcribes therapy sessions and then generates clinical progress notes formatted to a chosen template, typically within about a minute. Sessions can be captured through Upheal's built-in HIPAA-compliant telehealth video, in-person audio recording, dictation, or by uploading pre-recorded audio files; transcription supports multiple languages including English, Spanish, Portuguese, German, French, Italian, Mandarin, and Hindi. The platform offers numerous note formats such as SOAP, DAP, BIRP, GIRP, EMDR, intake, and mental status exam, plus customizable sections. Beyond documentation, it provides scheduling, client intake forms, billing and superbills, secure messaging, and compliance checking. A browser extension transfers notes into other EHRs and works alongside telehealth tools like Zoom and Google Meet. By default, audio recordings are deleted after transcription unless saved. It is aimed at solo therapists, group practices, and virtual care providers.
Best suited for
Boardable is a free tier with paid upgrades (freemium); Upheal is a free tier with paid upgrades (freemium). Always confirm current pricing on each vendor's site before buying.
| Feature | Boardable | Upheal |
|---|---|---|
| Core capability | AI-Generated Minutes from uploaded VTT transcripts (Zoom, Meet, Teams) | AI-generated clinical progress notes in formats like SOAP, DAP, BIRP, and GIRP with customizable templates |
| Standout feature | In-Meeting Assistant for real-time recaps and clarifications | Session capture via built-in HIPAA-compliant telehealth video, in-person audio, dictation, or uploaded recordings |
| Team usage | AI Insights that convert discussion into action items and next steps | Multi-language transcription (English, Spanish, Portuguese, German, French, Italian, Mandarin, Hindi) |
| Integrations | Boardable Consultant AI chatbot trained on nonprofit governance best practices | Browser extension to transfer notes into other EHRs and use alongside Zoom and Google Meet |
| Languages & capture | Agenda builder, document management, and task tracking | Integrated practice management: scheduling, intake forms, billing/superbills, and secure messaging |
| Best-fit workflow | Digital voting and approvals | Automatic deletion of audio recordings after transcription unless explicitly saved |
Boardable
Choose Boardable if you need drafting compliant minutes for nonprofit board meetings from transcripts — strengths include tailored to nonprofit and mission-driven board governance needs.
Upheal
Choose Upheal if you need therapists automating clinical progress notes after telehealth or in-person sessions — strengths include purpose-built for therapists with clinically structured note templates rather than generic meeting summaries.
Boardable
Upheal
It depends on your workflow. Boardable is strong for drafting compliant minutes for nonprofit board meetings from transcripts, while Upheal is strong for therapists automating clinical progress notes after telehealth or in-person sessions. Both transcribe and summarize meetings.
Boardable is a free tier with paid upgrades and Upheal is a free tier with paid upgrades. Check each vendor's pricing page for the latest plans and free-tier limits.
Yes. Many teams run more than one meeting assistant when the workflows are complementary.
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