ClearPolicy

About ClearPolicy

ClearPolicy is a document attestation and compliance tracking tool built for churches and nonprofits. Small organizations shouldn't need enterprise software to manage policy acknowledgments—ClearPolicy makes it simple to send policies, collect signatures, and track who has acknowledged what, all in one place.

Built specifically for lean teams without dedicated HR or compliance staff, ClearPolicy replaces scattered spreadsheets and email chains with a clean, affordable tool that just works. At $29/month with a 30-day free trial, it's designed to be up and running in minutes—no demo call required.

How it works with Planning Center

ClearPolicy connects with Planning Center to eliminate the manual work of managing your contact list in two places. Once connected, your Planning Center contacts sync directly into ClearPolicy, so you can immediately begin sending policy acknowledgment requests to your congregation or staff.

The integration uses Planning Center's OAuth authentication, so the connection is secure and requires only the permissions needed to read your people data. As your Planning Center contacts change, ClearPolicy stays current—no CSV exports, no copy-paste, no duplicate entry. For churches already managing their people in Planning Center, this integration makes policy compliance a natural extension of your existing workflow.

• Sync contacts from Planning Center People into ClearPolicy automatically

• OAuth-secured connection—no passwords shared

• Send policy acknowledgment requests directly to synced contacts

• Track acknowledgment status per contact (attested, pending, outdated)

• Supports both checkbox acknowledgments and typed-name e-signatures

• Audit trail with timestamp, IP, and user agent per attestation

• Works alongside manually added contacts—no disruption to existing data