- Home
- Policy Management Software
- ClearPolicy
ClearPolicy
Missoula, Montana, United States
What it is
ClearPolicy is a web and API service for sending, tracking, and auditing policy sign-offs. Organizations can upload PDF or Word files, import copies from Google Drive or OneDrive, or write policies in its editor. A CSV roster can organize people into groups, with documents assigned to individuals or groups. Recipients review and type their name to sign from a phone, tablet, or computer without creating an account. Smart Follow-up sends reminders based on viewing activity and deadlines. Completion tracking works by person, group, or document, with reports exportable to CSV or PDF. Records include signed documents and electronic Certificates of Attestation, while earlier signatures remain attached to the version signed. Connections include Planning Center, Zapier, an API, and MCP assistant integrations. The ClearPolicy plan costs $29 a month, includes unlimited people, documents, and team members, and has a 30-day trial but no free plan.
For and against
For
- Signs documents without recipient accounts
- Assignments support people and groups
- Automated reminders use activity and deadlines
- Reports export to CSV or PDF
- Version history preserves earlier signatures
Against
- No free plan
- Drive and OneDrive imports are copies
- Paper completions lack electronic certificates
- Costs $29 a month
The verdict
ClearPolicy combines policy creation, assignment, reminders, version tracking, and reporting in one service. Its paid-only model and copied cloud imports are important considerations.
Who it suits
ClearPolicy suits small businesses, healthcare and home care organizations, HR teams, nonprofits, and churches managing policy acknowledgments.
Plans and prices
ClearPolicy
Unlimited people · Unlimited documents · Unlimited team members · All supported integrations
Read 7 Oct 2026 · clearpolicy.app
On the record
- Assignments
- Organizations can import a CSV roster, organize people into groups, and assign documents to individuals or groups.clearpolicy.app · read 7 Oct 2026
- Document creation
- Users can upload PDF or Word files, import documents from Google Drive or OneDrive, or write policies in the built-in editor.clearpolicy.app · read 7 Oct 2026
- Electronic-signature evidence
- The product record can include intent, typed name where applicable, timestamp, IP address, browser details, and document version; paper-on-file completions do not receive an electronic certificate.clearpolicy.app · read 7 Oct 2026
- Integration limit
- Drive and OneDrive imports are copies; later edits in those services do not automatically update the ClearPolicy document.clearpolicy.app · read 7 Oct 2026
- Integrations
- Supported connections include Google Drive, Microsoft OneDrive, Planning Center, Zapier, an API, and assistant integrations through MCP.clearpolicy.app · read 7 Oct 2026
- Intended users
- The site describes ClearPolicy for small businesses, healthcare and home care, HR teams, nonprofits, and churches.clearpolicy.app · read 7 Oct 2026
- Policy versions
- Earlier signatures stay tied to the version signed when a revised policy is published.clearpolicy.app · read 7 Oct 2026
- Purpose
- ClearPolicy helps organizations send, track, and audit policy sign-offs.docs.clearpolicy.app · read 7 Oct 2026
- Records and reports
- Users can track completion by person, group, or document, export report results to CSV or PDF, and access signed documents and electronic Certificates of Attestation.clearpolicy.app · read 7 Oct 2026
- Reminders
- Smart Follow-up sends reminders for unfinished requests using viewing activity and deadlines.clearpolicy.app · read 7 Oct 2026
- Security
- ClearPolicy digitally signs electronic attestation certificate PDFs; the page says this is an issuer integrity seal and does not claim qualified e-signatures under eIDAS or Swiss ESigA compliance.clearpolicy.app · read 7 Oct 2026
- Signing
- Recipients review a document and type their name to sign from a phone, tablet, or computer without creating an account.clearpolicy.app · read 7 Oct 2026
- Support
- Support is available through in-app chat, documentation, and email, and the company says it usually replies the same US business day in Mountain Time.clearpolicy.app · read 7 Oct 2026
