ClearPolicy vs Policyflow

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.

Policyflow is a web service for distributing policies, recording confirmations for each document version and exporting auditor evidence. Its builder uses a clause library and tracks clause coverage during drafting. Uploaded PDFs become editable requirement passages while retaining their original wording. Reviewers can approve drafts in sequence, with sign-offs and later confirmations tied to specific versions. Campaigns send personal, single-use email links, so recipients need no account or installation. Evidence exports include PDF certificates and CSV logs with version and timestamp details. Policyflow lists Azure AD and Google Workspace directory synchronization, plus Microsoft and Google single sign-on. Its acknowledgement-evidence use cases include ISO 27001, SOC 2, GDPR, NIS2, DORA and HIPAA. The free plan costs nothing, has no time limit and supports up to 15 employees. Core costs €155 a month when billed annually for up to 250 covered people. The Trust Center says its controls are self-assessed or aligned, and that Policyflow is not ISO 27001 certified and has no SOC 2 Type II report.