ClearPolicy

Name: ClearPolicy
Price: 29 USD

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What ClearPolicy is

ClearPolicy is web and API software for organizations that need to distribute policies, collect sign-offs, and audit completion. Teams can upload PDF or Word files, copy documents from Google Drive or OneDrive, or draft policies in its editor. A CSV roster can be imported, then people grouped and assigned documents individually or by group. Recipients review and type their name to sign on a phone, tablet, or computer without creating an account. Smart Follow-up uses viewing activity and deadlines to remind people about unfinished requests. Completion is visible by person, group, or document, with CSV or PDF exports. Records include signed documents and electronic Certificates of Attestation, while earlier signatures stay attached to their signed version. Connections include Planning Center, Zapier, an API, and MCP assistant integrations. The plan is $29 a month per organization, with a 30-day trial and no free plan.

Who it suits

ClearPolicy suits small businesses, healthcare and home-care organizations, HR teams, nonprofits, and churches managing policy acknowledgments. It fits teams that need version history, reminders, reports, and electronic signing records.

What it does well

Sign from phones, tablets, or computers without accounts
Assign policies to individuals or groups
Automated reminders use activity and deadlines
Export completion reports to CSV or PDF
Earlier signatures stay tied to signed versions

What to know first

No free plan
Drive and OneDrive imports do not sync later edits
Paper completions receive no electronic certificate
29.00 USD monthly per organization

Limits

There is no free plan; the listed ClearPolicy plan costs $29 a month per organization. Drive and OneDrive imports are copies, and paper-on-file completions do not receive an electronic certificate.

Plans

Plan	Billed and limits	Price
ClearPolicy	Monthly billing; $29/month per organization · Unlimited people · Unlimited documents · Unlimited team members · All supported integrations	$29 a month

As clearpolicy.app lists them, read 7 Oct 2026. The maker's own page has the final word.

Getting started

Open the ClearPolicy website.
Start the 30-day trial.
Choose the ClearPolicy plan at $29 a month per organization.
Use the web service or API.
Upload PDF or Word files, import a document, or draft one in the editor.
Import a CSV roster, organize groups, and assign documents.

Verdict

ClearPolicy combines policy creation, assignment, reminders, signing, and audit records in one web and API service. Its version tracking and exports suit organizations that need documented acknowledgments, while source-file imports remain copies.

Questions

How much does ClearPolicy cost?

The ClearPolicy plan costs $29 a month per organization, billed monthly. A 30-day trial is available.

Is there a free plan?

No. ClearPolicy offers a 30-day trial.

Which platforms does it support?

ClearPolicy is available on web and through an API.

Can recipients sign without an account?

Yes. They can type their name to sign from a phone, tablet, or computer without creating an account.

Which integrations are supported?

Connections include Google Drive, Microsoft OneDrive, Planning Center, Zapier, an API, and assistant integrations through MCP.

What evidence can a record include?

Records 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.

Facts from ClearPolicy's own pages

Assignments: Organizations can import a CSV roster, organize people into groups, and assign documents to individuals or groups. · clearpolicy.app, 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, 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, 7 Oct 2026
Headquarters: Missoula, Montana, United States · clearpolicy.app, 23 Sept 2026
Integration limit: Drive and OneDrive imports are copies; later edits in those services do not automatically update the ClearPolicy document. · clearpolicy.app, 7 Oct 2026
Integrations: Supported connections include Google Drive, Microsoft OneDrive, Planning Center, Zapier, an API, and assistant integrations through MCP. · clearpolicy.app, 7 Oct 2026
Intended users: The site describes ClearPolicy for small businesses, healthcare and home care, HR teams, nonprofits, and churches. · clearpolicy.app, 7 Oct 2026
Policy versions: Earlier signatures stay tied to the version signed when a revised policy is published. · clearpolicy.app, 7 Oct 2026
Purpose: ClearPolicy helps organizations send, track, and audit policy sign-offs. · docs.clearpolicy.app, 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, 7 Oct 2026
Reminders: Smart Follow-up sends reminders for unfinished requests using viewing activity and deadlines. · clearpolicy.app, 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, 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, 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, 7 Oct 2026

Where ClearPolicy stands on Freedom251

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