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ClearPolicy stores customer people records, documents, and completion history primarily in the United States. Hosting-region selection is not currently available.

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Primary location

For contractual commitments, retention, security measures, and transfers, use the published Data Processing Agreement.

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What this covers

This includes people, groups, document revisions, signature records, paper-on-file uploads, and data imported through enabled integrations. Billing and analytics are described separately in the Privacy Policy.

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Roles

Your organization is the data controller for the people and document data it manages. ClearPolicy is the data processor, providing, securing, and supporting the service.

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Sub-processors and integrations

See Section 8 of the DPA for sub-processors and provider information. Some services apply only when you enable an integration.

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International transfers

For UK or European Economic Area organizations, review the DPA’s transfer provisions. UK organizations can also download the pre-signed UK International Data Transfer Agreement.

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Leaving ClearPolicy

  1. Export completion reports and download records you need to retain.
  2. Manage your subscription separately through Billing.
  3. Review organization removal under Settings → Organization → Profile before confirming it.
If you remove an organization with completed document requests after subscribing, ClearPolicy deactivates it and preserves completion records as the audit trail. To request permanent deletion of the organization, including those records, email [email protected]. The team confirms with an owner before deletion. Permanent deletion cannot be undone. Eligible owners who have never subscribed can instead use reset trial data to remove test data while keeping the organization.

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Compliance reviews

Use the DPA, Privacy Policy, and Terms of Service for legal review. Email support if you need a countersigned DPA or a question is not covered. Your organization decides whether ClearPolicy meets its regulatory and contractual requirements. ClearPolicy does not provide legal advice.
Last modified on September 26, 2026