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Policy Acknowledgment Software — Know Who Signed, and Prove It

Collect e-signatures, track who's signed, and maintain a complete audit trail — without spreadsheets or chasing people down.

ClearPolicy Attestation Signature Receipt Certificate
ClearPolicy Policy Attestation Activity
ClearPolicy Signing Screen

The problem every organization faces

You send out a policy as a PDF. A few people sign and return it. Most don't. Your spreadsheet slowly fills with question marks — and when accountability comes up, you can't prove who acknowledged what.

Common pain points:

Policies scattered across email threads
Spreadsheet tracking breaks down fast
Who signed the old policy vs. the updated one?
No audit trail when it matters most

You need a system that actually works.

Free Policy Templates

Check out of library of policy templates you can import into ClearPolicy or download as a Word document.

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How ClearPolicy works

1. Create your policy

Upload a PDF or Word doc, import from Google Drive, or write it in the editor. Any policy, any format.

2. Add your people

Staff, employees, volunteers, board members. Add manually, import via CSV, or sync from Planning Center or Zapier.

3. Send the link

Recipients get an email, review the policy, and sign electronically in 30 seconds.

4. See who's signed

Dashboard shows who's signed, who hasn't, and when. Set any policy to renew automatically on your schedule — no follow-up needed.

Policy acknowledgement tracking dashboard — see who's signed, who hasn't, and who's outdated.

How ClearPolicy compares

ClearPolicy Spreadsheet Email + PDF DocuSign Google Docs
E-signature capture
Audit trail
No login for signers
Built for policy tracking
Version tracking
ManualManual
Scheduled renewals
Priced for small orgs

Want a deeper breakdown? Read our full comparison: Where to Track Policy Acknowledgments and Signatures →

Comparing ClearPolicy to Docusign? Read our ClearPolicy vs Docusign comparison →

Trusted by organizations like yours

Used by churches, nonprofits, and small businesses across the US, UK and Australia.

Churches & ministries

Nonprofits & boards

Small businesses

Volunteer organizations

Childcare services

What recipients see

Clean, simple signing process:

  • Click link in email
  • Review policy
  • Type name to sign
  • Done

No account creation. No password hassles.

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What you get

Legally compliant e‑signatures

ESIGN and UETA compliant signatures for every policy.

Clear audit trail

Immutable logs of when policies were sent, opened, and signed.

Email reminders

Automatic "nudge" emails ensure high compliance rates.

Google Drive integration

Keep your source of truth in Google Drive; sync to ClearPolicy.

Automatic version tracking

Never wonder if someone signed v1.0 or v2.0 of your policies.

No accounts for recipients

Recipients sign via secure links without creating passwords.

Automated renewals

Renew policies with your people on a recurring schedule.

Zapier integration

Connect to 5,000+ apps for automated onboarding and workflows.

Planning Center integration

Deeply integrate with tools churches already use.

Built for organizations like yours

ClearPolicy is designed for organizations that need professional compliance tracking without enterprise pricing or complexity.

Small businesses managing employee and contractor compliance

Churches managing staff, volunteer, and child safety policies

Nonprofits tracking board, staff, and volunteer acknowledgments

Schools and youth programs with safety and conduct requirements

HOAs and community organizations with member policies

Any team that needs proof policies were read and signed

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Integrates with tools your organization already uses

ClearPolicy connects natively with Google Drive for document import, and via Zapier to thousands of other tools — including Google Workspace, Airtable, and more. Churches can sync contacts directly from Planning Center. Keep your people in sync without maintaining multiple lists.

ClearPolicy integrates with Zapier

Frequently Asked Questions

What types of organizations use ClearPolicy?

Small businesses, nonprofits, churches, schools, HOAs, and other small organizations. If you have policies and people who need to sign them, ClearPolicy works for you.

Do signers need to create an account?
Are the signatures legally valid?
Can I report compliance status to leadership or auditors?
What happens when we update a policy?
How is this different from DocuSign?
How is ClearPolicy different from Google Docs, email, or spreadsheets?
How do I track employee policy acknowledgments?
What is policy sign-off software?
Can ClearPolicy handle policy distribution and acknowledgment?
Can I use ClearPolicy for employee onboarding?
Does ClearPolicy provide proof of policy acknowledgment?
Is ClearPolicy policy management software or just signature software?

Set up in under 10 minutes

Try ClearPolicy for your organization.