ClearPolicy

Policy acknowledgment for churches — e‑signatures made simple.

Keep your church protected with a complete record of every policy your staff and volunteers have signed.

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Without ClearPolicy

The problem churches face

You send out a child safety policy as a PDF attachment. Three weeks later, you still don't know who actually read it.

Paper and email aren't cutting it. You need proof volunteers reviewed your policies.

Common pain points

  • Volunteers don't return signed forms
  • Who signed the old version vs. the new one?
  • No clear record when questions come up
  • Spreadsheet tracking falls apart

You need a system that actually works.

With ClearPolicy

Proof when insurance or elders ask

When your insurance carrier or elders ask for proof that volunteers reviewed your child safety policy, you pull the record — not a folder of PDFs, not an email thread. Every acknowledgment is tied to the person, the document version, and a timestamped audit trail you can export on demand.

What gets documented

  • Timestamped signatures tied to the exact policy version
  • Audit trail for every send, view, and sign-off
  • Exportable certificates when insurers or leadership need documentation

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

See it in action

From policy creation to signed proof — every step in one system.

Compliance dashboard

See volunteer and staff acknowledgment status at a glance — who is current, who is pending, and which policies need follow-up before the next ministry season.

Create a policy

Upload a child safety policy, import from Google Drive, start from a church template, or use the editor — then send document requests without leaving ClearPolicy.

People and groups

Organize volunteers, ministry staff, and pastoral teams into groups. See who still needs to sign each policy and follow up from one place.

Public signing page

Volunteers open a secure link, review the policy, and sign electronically — on any device, with no ClearPolicy account required.

Document activity

Every document request logs delivery, views, reminders, and completion — tied to the person and document version for a defensible record.

Attestation certificate

Download a branded attestation certificate for each completed acknowledgment — document details, recipient, technical evidence, and audit timeline in one PDF.

How ClearPolicy works

  1. 1

    Create your policy

    Child safety, volunteer handbook, code of conduct — whatever you need signed.

  2. 2

    Add volunteers

    No logins required. Add manually, import via CSV, or sync directly from Planning Center.

  3. 3

    Send the link

    Volunteers get an email, review the policy, type their name, and sign electronically in 30 seconds.

  4. 4

    See who's signed

    Dashboard shows who's signed, who hasn't, and when. Set any policy to renew automatically on your schedule.

Policy acknowledgement tracking dashboard — see who's signed, who hasn't, and who's outdated
See how ClearPolicy works

How ClearPolicy compares

Feature ClearPolicy Spreadsheet Email + PDF DocuSign Google Docs
E-signature capture Yes — No Partial Yes — No
Audit trail Yes — No Partial Yes — No
No login for signers Yes — Not applicable Yes — No Yes
Built for policy tracking Yes — No — No Partial — No
Version tracking Yes Manual Manual Partial Manual
Scheduled renewals Yes — No — No Manual — No
Priced for churches Yes Yes Yes — No Yes
Planning Center sync Yes — No — No — No — No

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

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.

What volunteers see

Clean, simple signing process:

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

No account creation. No password hassles.

Built for churches like yours

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

Children's ministry and nursery volunteers

Child safety policies signed before volunteers serve — with proof you can produce when insurance or leadership asks.

Volunteer teams across ministries

Codes of conduct, orientation policies, and seasonal renewals — without chasing paper forms or email replies.

Multi-campus churches

Consistent policy tracking across locations and volunteer pools — one dashboard instead of scattered spreadsheets.

Staff and pastoral teams

Staff handbooks, social media policies, and conduct agreements — tracked with the same system you use for volunteers.

Planning Center churches

Sync volunteers from existing Lists to ClearPolicy groups — with policies already assigned when someone joins a team.

Churches preparing for insurance renewal

When carriers ask about abuse prevention, you'll have documented proof that volunteers read and signed your policies.

Integrates with tools churches already use

ClearPolicy connects natively with Planning Center — no Zapier required. Map your Planning Center Lists to ClearPolicy groups and your people sync automatically. Policies are assigned the moment someone is added to a list.

For other tools, ClearPolicy connects via Zapier to platforms like Text In Church, Google Forms, Airtable, and more.

View integrations

Google Drive
Planning Center
Zapier
Google Forms
Airtable
Slack
Google Sheets
Mailchimp
Text In Church

Frequently asked questions

Do volunteers need to create an account?

No. They click a link, review, and sign. That's it.

Are the signatures legally valid?

Yes. ClearPolicy captures typed name, timestamp, IP address, and consent — meeting ESIGN Act requirements.

What happens when we update a policy?

ClearPolicy tracks versions. You can see who signed the old version and request new signatures.

How long does setup take?

Minutes. Upload a policy, add volunteers, send.

Does ClearPolicy integrate with Planning Center?

Yes, natively. Connect your Planning Center account, map your Lists to ClearPolicy groups, and your people sync automatically every morning — with policies already assigned.

Set up in under 10 minutes

Try ClearPolicy for your church. No credit card required.

Try Free for 30 Days