ClearPolicy

Simple pricing

One plan. $29/month. Everything included.

Send policies, collect signatures, and let automatic reminders handle the follow-up. One monthly price for your organization, with all features included. The price stays the same as you add people.

No credit card required · Monthly billing · Cancel anytime

30-day free trial

ClearPolicy

Full access during your trial and subscription.

$29/month per organization
  • Unlimited people and documents
  • Unlimited team members managing sign-offs
  • Policy signatures and automatic reminders
  • Reports showing who still needs to sign
  • Signed records kept with the policy version
  • All supported integrations included
Start Your Free 30-Day Trial

The whole policy workflow, in the same plan

Start with one policy and one group. Add more people and documents at the same monthly price.

The right policies for each group

Add your people, organize them by role or location, and choose the policies each group needs.

Explore group assignments

Your logo. A simple link to sign.

People sign without creating an account. They can return to the signing portal to find their signed copies and other documents you share.

See the signing experience

Fewer follow-up emails to write

Automatic reminders follow up with people who haven’t signed. If people need to sign again each year, you can also set up repeat requests based on their last signing date.

Explore reminders

See who still needs to sign

Check progress by person, group, or policy. Export the results to a spreadsheet or print a report for your next review.

See reports and tracking

Find the policy each person signed

Keep each signed document with its signing details, even after a policy update. You can also upload a signed paper copy when someone signs offline.

Explore versions and records

Bring the documents and people you have

Import policies from Google Drive or OneDrive, connect your Planning Center Lists, or use Zapier to connect other tools.

Explore integrations

Try it with your own policies before you pay

  1. 1

    Try the full workflow

    Start your 30-day trial without a credit card. Upload a policy, add people, send real requests, and review the completed records.

  2. 2

    Subscribe when you decide

    Choose the $29/month subscription in Billing and complete checkout. There is no automatic charge just for starting a card-free trial.

  3. 3

    Keep going month to month

    Your subscription renews monthly. Cancel anytime; access continues until the end of the current paid billing period.

Pricing, trial, and cancellation questions

Is $29/month the total price for our organization?

Yes. ClearPolicy has one $29/month plan per organization, with unlimited people, documents, and team members. The price stays the same as you add people, and all features are included. Separate organizations have separate subscriptions.

What is included in the free trial?

You get 30 days of full access without a credit card. Try group assignments, signature requests, reminders, reports, the signing portal, and integrations with your own documents and people.

What happens if the trial ends before we subscribe?

Product workflows pause until you subscribe. That includes access to signing, automated work, and connected integrations. You can open Billing to subscribe and restore access. Starting the card-free trial does not automatically enroll you in a paid subscription.

Do you offer annual billing?

Not currently. The plan is billed monthly, with no annual commitment.

Can we cancel anytime?

Yes. Manage cancellation through Settings → Billing. Cancellation takes effect at the end of the current paid billing period, with no cancellation fee. Partial months and unused service are not refunded, except for confirmed billing mistakes.

What happens to signed records after cancellation?

Cancellation does not itself permanently delete your completed signature records. Records are retained under our published data-processing terms, but access to product workflows ends with your subscription. Export the records you need before access ends. Permanent organization deletion is a separate request through support, confirmed with an authorized owner.

Do people who sign need a paid account?

No. People open their personal request link and type their name to sign. They do not create an account. Team members who manage your organization are also included at no extra charge.

Can we get help setting up?

Yes. Use Support in ClearPolicy or email [email protected]. Tell us what you are trying to do, such as importing a roster, assigning policies, or sending your first requests.

For the details, see our billing guide, refund policy, and data-processing terms.

Have a question before starting? Email us.

Try the full workflow. Decide after using it.

30 days free, no credit card required. Continue for $29/month when ClearPolicy is right for your organization.