No, and this is a deliberate choice rather than a missing feature. Board members interact with Helm through personal, secure links inside the ordinary emails you send them. Through those links they can say whether they will attend a meeting, read the meeting materials, see the commitments they have taken on, and add meetings to their calendars. Only the chair signs in — and on the Organization plan, also the executive director, any additional chairs, and a billing contact.

Throughout Helm, "board members" means the members of your board of directors — the trustees or directors who govern the organization. If your organization also has a dues-paying or voting membership, as many associations and congregations do, Helm does not manage that; it manages the board.

Nothing alarming. We do not collect a payment card for the trial, so nothing is charged automatically. Your workspace closes gently behind a notice, everything in it is kept exactly as you left it, and choosing a plan reopens it in the state you left it.

In your own storage: Google Drive, Dropbox, or wherever they already are. Helm organizes links to those documents and builds the meeting materials around them. We deliberately do not hold your files, so leaving Helm never means losing access to your own documents.

On the Organization plan, the workspace owner invites the incoming chair, who receives their own sign-in to the same workspace: the governance calendar, the full history of decisions, the succession plans, and everything else. When the transition is complete, the outgoing chair's access can be removed. Their work remains part of the record.

The organization does. One person is designated as the owner — usually the executive director or the board chair — and that person controls who has access, handles billing, and manages handoffs. Ownership itself can be transferred as leadership changes.

Yes, at any time, from the billing page, without a phone call. We keep your data so that a future chair can pick the tool back up; if you would rather we delete it entirely, ask and we will.

Board portals are principally document systems: they store meeting PDFs behind individual logins, and they typically cost between one and fourteen thousand dollars a year. Helm is a working tool for the chair. It helps run the meeting cycle, keeps the record of decisions and commitments, pays attention to participation, and teaches governance along the way — while your documents stay in the storage you already use.