Proof that your policies were seen. Signed. Acknowledged.

Correct. Sign up, explore every feature, and only enter payment details if you decide ClearPolicy is right for you. The trial runs for 30 days with full access.

Yes. We offer a free onboarding call to help you import your contacts, set up your first policy, and send your first request. Just email us at [email protected] and we'll get you set up.

You'll be prompted to subscribe for $29/month to keep your account active. Your data, documents, and acknowledgment history are preserved.

None. Add as many people, policies, and team members as your organization needs.

No. They receive an email with a secure link, review the document, and acknowledge or sign it in one step. No login required.

Yes. Team members who manage your organization can sign in with Google or Microsoft — no separate password required. People who only receive and sign policies still do not need an account.

Yes. For organizational policies, employee handbooks, and volunteer agreements, ClearPolicy captures what ESIGN and UETA require: the signer's intent to sign electronically, typed name, timestamp, IP address, browser details, and the exact document version signed. That is the evidence courts, insurers, and auditors expect from an electronic signature program. Some documents may still require wet ink or notarization — you decide whether an e-signature is appropriate. When someone cannot complete online, a team member can keep a complete record in ClearPolicy by recording paper on file and uploading the signed paper copy on the open request. That is not an electronic signature; online completions still receive the full ESIGN certificate and audit trail.

Electronic signatures are the default path in ClearPolicy — fast, trackable, and audit-ready. When someone cannot complete a request online (no email, preference, accessibility, or a wet-ink requirement), a team member can record paper on file: upload the signed paper copy on the pending request. That person counts as complete for that document version, and the uploaded file stays with the request so your compliance record stays in one place. Paper on file is not an ESIGN electronic signature and does not produce an attestation certificate. It is a real workflow for keeping a complete record when electronic is not possible.

Yes, natively — no Zapier required. Connect your Planning Center account under Settings → Integrations, map your Lists to ClearPolicy groups, and your people sync automatically every morning.

Yes. Google Drive integration is built in for document import. Zapier connects ClearPolicy to thousands of other apps for contact sync and workflow automation.

Yes. No contracts, no cancellation fees.

Completed acknowledgment records and signed receipts are retained in our system for legal compliance purposes. To access your account data, an active subscription is required. If you ever need to reactivate, your full history will be waiting.