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ClearPolicy

clearpolicy.app

From $29/mo Free trial WebAPI
Visit clearpolicy.app
Spec score 8.3 #7 of 21 in Policy Management Software

What it is

ClearPolicy helps organizations distribute policies, collect sign-offs, and audit completion records. Teams can upload PDF or Word files, import copies from Google Drive or OneDrive, or write policies in its editor. Documents can be assigned to individuals or groups after importing a CSV roster. Recipients review and type their name to sign from a phone, tablet, or computer without creating an account. Smart Follow-up sends reminders for unfinished requests using viewing activity and deadlines. Completion can be tracked 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 tied to the version signed. The service supports Google Drive, OneDrive, Planning Center, Zapier, an API, and MCP assistant integrations. It is available through web and API access. The ClearPolicy plan costs $29 a month, includes unlimited people, documents, and team members, and has a 30-day trial.

Spec sheet

Purpose
ClearPolicy helps organizations send, track, and audit policy sign-offs.Read 7 Oct 2026 · docs.clearpolicy.app
Intended users
The site describes ClearPolicy for small businesses, healthcare and home care, HR teams, nonprofits, and churches.Read 7 Oct 2026 · clearpolicy.app
Integrations
Supported connections include Google Drive, Microsoft OneDrive, Planning Center, Zapier, an API, and assistant integrations through MCP.Read 7 Oct 2026 · clearpolicy.app
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.Read 7 Oct 2026 · clearpolicy.app
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.Read 7 Oct 2026 · clearpolicy.app
Headquarters
Missoula, Montana, United StatesRead 23 Sep 2026 · clearpolicy.app
Assignments
Organizations can import a CSV roster, organize people into groups, and assign documents to individuals or groups.Read 7 Oct 2026 · clearpolicy.app
Document creation
Users can upload PDF or Word files, import documents from Google Drive or OneDrive, or write policies in the built-in editor.Read 7 Oct 2026 · clearpolicy.app
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.Read 7 Oct 2026 · clearpolicy.app
Integration limit
Drive and OneDrive imports are copies; later edits in those services do not automatically update the ClearPolicy document.Read 7 Oct 2026 · clearpolicy.app
Policy versions
Earlier signatures stay tied to the version signed when a revised policy is published.Read 7 Oct 2026 · clearpolicy.app
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.Read 7 Oct 2026 · clearpolicy.app
Reminders
Smart Follow-up sends reminders for unfinished requests using viewing activity and deadlines.Read 7 Oct 2026 · clearpolicy.app
Signing
Recipients review a document and type their name to sign from a phone, tablet, or computer without creating an account.Read 7 Oct 2026 · clearpolicy.app

Plans and prices

ClearPolicy $29 a month Monthly billing; $29/month per organization Unlimited people · Unlimited documents · Unlimited team members · All supported integrations Read 7 Oct 2026 · clearpolicy.app

Every ClearPolicy plan and price →

Strong points and limits

Strong points

  • Assignments for individuals or groups
  • Reminders based on activity and deadlines
  • Version-linked signature records
  • CSV and PDF report exports
  • Unlimited people and documents

Limits

  • No free plan is available
  • Drive and OneDrive imports are copies
  • Paper completions receive no electronic certificate
  • $29 a month

Who it suits

It is aimed at small businesses, healthcare and home-care organizations, HR teams, nonprofits, and churches. It fits teams that need policy assignments, reminders, version history, and exportable completion records.

Verdict

ClearPolicy provides policy creation, assignment, signing, reminders, and auditable records across web and API access. Its monthly plan includes unlimited users and documents, but source-file edits do not flow through from Drive or OneDrive imports.

Where Specifiction places it

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