Custom beautiful forms, document collection, AI document intelligence, eSign, CRM, workflow automation, AI agent, MCP server and Slack/Telegram bots — AU$500 a month, flat, for up to 2 users.
Trial today. Decide on day eight.
Every capability below is included. No tier, no upsell, no per-envelope or per-task fee.
Drag-and-drop builder, 40+ question types, conditional logic, multi-page flows, custom domain.
Auto-request the right docs from each client's answers. Drag-and-drop portal, no email attachments.
Classifies 40+ document types, extracts income, expenses and dates, flags tampering before sign-off.
Ask questions across every document and form. Answers cite the source.
Multi-signer envelopes, signing order, expiry, SMS verification. No per-envelope fee, ever.
Long-running jobs on your real client data. Confirmation before any destructive write.
30 tools, 11 categories, OAuth 2.1. Run ClearPolicy from Claude, Cursor, ChatGPT or Codex.
Same 30 tools in the channels your team already uses. User-scoped, rate-limited, audit-logged.
Triggers on real events: form submit, tag, schedule. Business-hours-aware waits, no per-task pricing.
Individuals, businesses, deals, custom stages, team assignment, unified timeline.
One report across documents, fact find, credit file and bank statements.
Immutable, time-stamped, user-attributed across every service. Export on request.
Real-time loan product matching, embeddable with your branding and domain.
ABN Lookup, Business Name Lookup, Company Details API — built in, no extra contract.
Most onboarding software hides AI, eSign or the audit trail behind a higher tier. You sign up, hit the feature you actually need, and pay again. We don't do that. Every ClearPolicy organisation gets every tool from day one — AI extraction, fraud report, eSign, MCP server, bots, the lot.
AU$500 per month per organisation, ex-GST. Two users are included, each additional user is AU$99 per month, and every tool in the platform is in that single price.
No. The 7-day ClearPolicy trial is the full product with no credit card required. You add payment details only when you choose to continue after day 7.
Yes. ClearPolicy is month-to-month with no lock-in. You cancel from account settings and billing stops at the end of the current month.
No. eSign envelopes, workflow automation tasks, MCP server calls and standard integrations are included in the AU$500 per month plan. The only usage-based line is additional users beyond the two included, at AU$99 per month each.
No, GST is not included. All prices are quoted ex-GST and GST is added at checkout for Australian organisations, with a compliant tax invoice issued for every charge.
On Australian infrastructure, with tenant isolation per firm. No client data is used to train AI models, and the AI agent runs inside a scoped sandbox with no data egress to model providers.
ClearPolicy replaces that stack with one AU$500 per month plan, Australian data residency and AUSTRAC-ready audit trails built in. It also ships AI document intelligence, an MCP server and a sandboxed AI agent, which that four-vendor stack does not offer in any combination.
Yes. If you run several brokerages, branches or matter types under one parent group, ClearPolicy supports org hierarchies and we price the group as a single engagement. Email hello@clearpolicy.ai with the number of offices and users for a quote.
No. The ClearPolicy plan has no setup fee and ships with pre-built forms, templates and workflows, so most firms onboard their first client in the first session. Bespoke migration or integration work is scoped and quoted separately before any engagement begins.
Yes. Every action is captured in an immutable, time-stamped, user-attributed audit trail suitable for AUSTRAC reporting, and ASIC RG 273 Best Interests Duty reports generate from deal data in seconds. Access controls are designed to support the Tranche 2 AML/CTF reforms that extend to lawyers, accountants and real estate agents from 1 July 2026.
Nothing is charged automatically. If no payment method is added, the organisation is paused and trial data is held so you can come back; ClearPolicy never bills without an explicit upgrade.
Bespoke implementation services, data migration from legacy systems, custom integrations beyond the MCP API, deep team training beyond standard onboarding, and any third-party accounts you bring yourself — for example your own SendGrid, Twilio or credit bureau contract — are outside the plan and scoped separately.
Seven days, full product, real data. Decide on day eight.