ClerkDirect is a meeting lifecycle platform for local governments, boards, commissions, and public-sector teams.
It helps clerks and administrators manage the work that happens before, during, and after public meetings, including agenda creation, live meeting management, meeting minutes, follow-up tasks, and public document access.
What ClerkDirect helps with
Agenda creation: Build structured agendas and organize meeting materials before a meeting starts.
Live meeting management: Track agenda items, motions, votes, meeting state, and key meeting actions while the meeting is happening.
Meeting minutes: Create minutes from meeting content and keep the official record organized.
Tasks and follow-ups: Create and assign tasks, track due dates and priorities, keep comments with the work, and use Task Schedules to create recurring follow-up automatically.
Public access: Host agendas, minutes, and supporting documents on a public portal when your organization needs to share records publicly.
To get started, see Create and manage tasks and Create recurring work with Task Schedules.
Who uses ClerkDirect?
ClerkDirect is built for organizations that need reliable meeting records and repeatable meeting workflows, including city councils, town boards, planning commissions, school boards, committees, and other local government bodies.
How does ClerkDirect fit into your workflow?
Most teams use ClerkDirect as the system of record for meeting information. Staff can prepare agenda materials, run the meeting, create minutes, and then track follow-up work from one place.
ClerkDirect can also connect with external tools, including monday.com, so teams can send meeting follow-up work into the project management systems they already use.