The product
The work behind a well-run organisation.
When the hall roof comes before the board, Quorate keeps the work behind it connected to the papers members read, the decision they record and the actions that follow.
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Follow Meadowscroft Community Trust through the same business: preparing a meeting, reading the papers and sharing the approved record.
The product scenes use a synthetic organisation and example records.
Preparation starts with work already recorded.
Assemble an agenda from your template, eligible open actions, pending committee referrals and policy or risk reviews that are due. The person preparing the meeting checks the result and adds the papers.
During the meeting, people record motions, votes, declarations and decisions. Those records feed draft minutes for human review and approval, with actions assigned for follow-through.
Explore meetings and minutes →
Member portal
The papers belong with the people making the decision.
A Meadowscroft trustee opens the meeting papers before the discussion about the hall roof. Members see their meetings, agenda and pack readiness, keep personal item notes and submit apologies in their own portal.
The responsive view keeps that preparation within reach on a phone. Assigned actions and their decision links give members a way back to what they agreed.
Sign in to your organisationMembers open their own papers in the member workspace after signing in.
Public portal
A clear record of what you choose to publish.
The hall roof decision has a public record when the organisation publishes it. Visitors read the permitted agendas, minutes, decisions and documents on your branded portal without signing in.
Publication is a deliberate step. Drafts and confidential Part 2 material stay outside the public view. Your sector and publication settings determine what is available.
Use your Quorate subdomain, or your own domain on request.
Explore public publishing →
The no-signup council demo shows the public portal. Member papers and officer workspaces use an organisation sign-in.
Look closer at the work.
From preparing the meeting to financial control and evidence, explore the tools behind the story. These council examples show the synthetic Ashwell Parish Council.
Meeting Management
Build agendas, attach papers with page ranges, generate full and public packs, and run the meeting live with attendance, quorum, motions, amendments and recorded votes. Draft minutes come from the record.
Explore meeting management →Action Tracking
Actions are assigned from decisions, carry their link back to the decision, remind owners 7 days and 1 day before they are due, and carry overdue items onto the next agenda.
Explore action tracking →Financial Governance
Budgets against actuals, payment approval, bank reconciliation, VAT reclaim and the s.137 limit, with the precept and Band D figures for councils.
Explore financial governance →Compliance
The AGAR Section 1 assertions checked against your records with the reason when one falls short, the Transparency Code checklist and an evidence report for your auditor.
Explore compliance →Explore every capability
Twelve areas of work, with the detail when you need it. Rows marked “for” apply to those organisation types. The remaining rows apply across organisation types, with access governed by your plan and role.
MeetingsAgendas, packs, calendar and venues.
- Meetings
- Agendas and meeting packs
- Calendar
- Venues
- Extraordinary meeting requests
- Committee referrals
Live meetingsAttendance, motions and votes as the meeting runs.
- Attendance and apologies
- Live meeting mode
- Motions and votes
- Declarations of interest
Decisions and minutesThe record, and the rules behind it.
- Decisions register
- Minutes
- Standing orders
- Temporary delegation
- Sector model standing ordersfor organisation types that enable this module
- Policies
- Model standards
Actions and documentsNothing lost between meetings.
- Actions
- Documents
- Correspondence
FinanceIncome, spending, grants and payment control.
- Income and expenditure
- Reports
- Grants received
- Asset register
- Grants awarded
- Scheduled report delivery
- Payment authorisation with dual control
- Funding received with conditionsfor parish, town and principal councils
Compliance and evidenceReturns, registers, risk and the audit trail.
- Compliance returns and registersfor organisation types that enable this module
- Risk register
- Data-rights requests
- Freedom of information requestsfor organisation types that enable this module
- Planning consultationsfor parish, town, principal and Welsh community councils and national park authorities
- Audit log and auditor access
Public portalYour transparency site, with Part 2 kept out.
- Public portal
Members and peopleOrganisation, members, committees and staff records.
- Organisation records
- Members and officers
- Committees
- Key people
- Staff records
- Training records
- Vacancies and co-options
Safeguarding and welfareDBS, early years and youth work.
- Safeguarding and DBS checksfor schools, academy trusts, colleges, nurseries, pre-schools and sports clubs
- Welfare concernsfor organisation types that enable this module
- Early years compliancefor schools, academy trusts, colleges, pre-schools and nurseries
- Youth organisation managementfor scout groups and guide units
Sector modulesWhat your sector needs, switched on by organisation type.
- Allotmentsfor parish councils and allotment associations
- Cemeteries and burial recordsfor parish councils and cemetery committees
- Housing managementfor registered housing providers
- Leasehold and service chargesfor housing associations, TMOs, residents' associations and RTM and commonhold companies
- Fixtures and resultsfor sports clubs and federations
- Faith-community recordsfor faith organisations
- Member shares and dividendsfor credit unions, community benefit societies and community-owned pubs, shops and energy groups
- Gift Aidfor charities, community bodies and faith organisations
- Trustee recordsfor charities, community bodies and faith organisations
- Company registers and filingsfor companies, CICs, LLPs, PLCs, employee-owned trusts and RTM/commonhold companies
- Community interest company reportingfor community interest companies
- Room and facility bookingsfor organisation types that enable this module
- Facilities and estate
- Volunteersfor organisation types that enable this module
- Eventsfor organisation types that enable this module
- Rotasfor organisation types that enable this module
- Trading activitiesfor organisation types that enable this module
- Fundraisingfor charities, community bodies and faith organisations
- Marketsfor organisation types that enable this module
- Drainage rates and consentsfor organisation types that enable this module
- Business improvement district levyfor organisation types that enable this module
- Credit union lendingfor organisation types that enable this module
- Share registerfor organisation types that enable this module
- Match officials and leaguesfor sports clubs and federations
- Badges and awardsfor scout groups and guide units
Local-government statutoryPrincipal-authority functions, on the Govern upgrade.
- Responsible financial officer functionsfor local government bodies
- Standards and conduct complaintsfor local government bodies
- Forward plan of key decisionsfor local government bodiesGovern upgrade (local government)
- Scrutiny call-infor local government bodiesGovern upgrade (local government)
- Monitoring officerfor local government bodiesGovern upgrade (local government)
- Disclosable pecuniary interests registerfor local government bodies
- Public questionsfor local government bodies
- By-election noticesfor local government bodies
Sign-in and integrationsSingle sign-on, API and webhooks.
- Single sign-on (Microsoft Entra and Google)
- API accessOn request; enabled per organisation
- WebhooksOn request; enabled per organisation
Compliance by organisation type
The compliance lenses Quorate carries, and who each is for.
| Compliance lens | For |
|---|---|
| AGAR Section 1 assertions | parish, town and Welsh community councils and drainage boards |
| Transparency Code checklist | parish and Welsh community councils |
| Company registers and filing deadlines | companies, CICs, LLPs, PLCs, employee-owned trusts and RTM/commonhold companies |
| Community interest company report | community interest companies |
| Trustee records and term deadlines | charities, community bodies and faith organisations |
| Housing regulator returns and tenant safety | registered housing providers |
| Safeguarding evidence | schools, academy trusts and FE colleges |
| Ofsted governance evidence | schools, academy trusts, colleges, pre-schools and nurseries |
- Interests, risks and assets
- Declarations of interest, a scored risk register with heatmap, and an asset register.
- What your sector needs
- Allotments and cemeteries, safeguarding and DBS, RSH returns and repairs, written resolutions and registers, electoral roll and faculties — switched on by sector.
- MFA and single sign-on
- Authenticator-app MFA is available on every account, and organisations can turn on the sign-in check for members who have set it up. Microsoft Entra ID and Google sign-in.
- API and webhooks
- API and webhooks on request; enabled per organisation. A REST API with scoped keys and signed webhook deliveries.
See how your work fits together.
Bring a real agenda to a walkthrough, or start with your own organisation.