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Policy attestation software — proof your people signed, and when

ClearPolicy gives HR teams and compliance managers a complete attestation record for every policy — with a timestamped audit trail, version tracking, and printable compliance reports. No enterprise contract required.

ClearPolicy Acknowledgment Screen
ClearPolicy Signing Screen
ClearPolicy Policy Acknowledgment Receipt

What "policy attestation" actually means — and why it matters

Policy attestation is the formal process of documenting that a specific person reviewed and acknowledged a specific version of a policy at a specific time. It's the difference between sending a policy and being able to prove it was received.

When a dispute or audit arises, the question isn't whether the policy existed. It's whether you can produce a timestamped, version-specific record showing that this person, on this date, acknowledged this revision. Email threads and signed PDFs rarely answer that question.

Where most teams fall short

Policy attestation is the formal process of documenting that a specific person reviewed and acknowledged a specific version of a policy at a specific time. It's the difference between sending a policy and being able to prove it was received.

Common Approach

PDF emailed to staff

Reply-to-confirm tracking

Spreadsheet with initials

No version tracking

No proof of receipt

ClearPolicy

Signed via secure link

Timestamp + IP logged

Audit trail exportable

Version-specific record

Compliance reports

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How ClearPolicy works

1. Add your policy

Upload a PDF, import from Google Drive, or write in the editor. Versioned automatically.

2. Send request

Recipients get an attestation request link by email. No account needed. They review and sign in under a minute.

3. Get proof

Every attestation is logged with timestamp, IP address, device, and document revision. Export the audit trail as a PDF or run a compliance report anytime.

Policy attestation tracking dashboard — see who's signed, who hasn't, and who's outdated.

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What you get

Clear audit trail

Timestamp, IP, device, and exact document revision for every attestation.

Version tracking

Know which revision of a document each person signed — always.

Compliance reports

Status by person, document, or group. Print to PDF or export CSV.

Automated reminders

Configurable follow-ups until complete.

Scheduled renewals

Annual or recurring attestation cycles run automatically.

No recipients accounts

Signers click a link and sign. Nothing to install or log into.

ESIGN/ UETA compliant

Legally recognized electronic signatures.

Google Drive sync

Import directly from Drive. Keep your source of truth where it is.

Zapier integration

Connect to your HR stack for automated onboarding workflows.

How ClearPolicy compares

ClearPolicy Email + PDF DocuSign HRIS module
Timestamped audit trail
Varies
Version specific records
Varies
Compliance reports
Varies
No recipient account
Built for policy tracking
Partial
Flat pricing, no per-seat fees

Trusted by organizations like yours

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

Small businesses

Volunteer organizations

Nonprofits & boards

Churches & ministries

What recipients see

Clean, simple signing process:

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

No account creation. No password hassles.

Built for organizations like yours

ClearPolicy is designed for teams that need professional attestation tracking without enterprise pricing, per-seat fees, or a demo call to get started.

HR teams managing employee policy compliance

Onboarding acknowledgments, annual renewals, and a defensible audit trail when disputes arise.

Small businesses without a dedicated HR department

One person wearing five hats. Set up in 15 minutes. No HRIS subscription required.

Organizations with recurring annual attestation cycles

Set a recurrence schedule once. ClearPolicy sends the requests automatically every cycle.

Compliance managers reporting to leadership or auditors

Run a compliance report, print to PDF, and hand it to your board or insurance carrier — no manual legwork.

Nonprofits and churches tracking board and volunteer policies

Codes of conduct, child safety policies, conflict of interest forms — all tracked with a full audit trail.

Any team that needs proof a policy was seen and signed

If something goes wrong, you'll have the record. Timestamp, IP address, document version — ready to produce.
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Fits into the HR workflow you already have

ClearPolicy connects natively with Google Drive for document import, and via Zapier to thousands of tools — including your HRIS, ATS, Google Workspace, Airtable, and more. Trigger attestation requests automatically when a new hire is added, or sync your people list without maintaining a separate contact database.

ClearPolicy integrates with Zapier

Frequently Asked Questions

What's the difference between policy acknowledgment and policy attestation?

The terms are often used interchangeably. Attestation typically implies a more formal, documented declaration — the signer is attesting under their identity that they have reviewed the policy. ClearPolicy captures both: a signed acknowledgment with a complete audit record that meets the standard for formal attestation.

Is a typed name legally valid for attestation?
Can I run a compliance report to show attestation status across my team?
Can I report compliance status to leadership or auditors?
What happens when a policy is updated?
How is this different from an HRIS or DocuSign?

Set up your first attestation in 15 minutes

30-day free trial. No credit card required. No demo needed.