Where your data is stored

Learn where ClearPolicy stores customer data, which regions are involved, and where to find the full Data Processing Agreement for compliance reviews.

ClearPolicy stores and processes your organization’s people records, documents, and compliance history on ClearPolicy-managed infrastructure. This page summarizes the basics. For legal commitments, sub-processors, security measures, retention, and international transfers, see our Data Processing Agreement (DPA).

Primary location

Customer data processed on your behalf is stored primarily in the United States.

Data	Where it is stored
Application and database	Cloud infrastructure in the United States
Document conversion (for example Word to PDF)	Cloud infrastructure in the United States
Uploaded documents and files	Private object storage on cloud infrastructure in the United States
Independent backup copies of high-value files	Separate United States cloud infrastructure (for durability and recovery)

ClearPolicy does not offer customer choice of hosting region today.

This page describes regions and categories of infrastructure, not specific hosting vendors. Vendor categories and named product providers (email, payments, analytics, and similar) are listed in Section 8 of the DPA.

What this covers

This applies to data your organization manages in ClearPolicy, including:

• People records and group membership
• Document content, revisions, and uploaded files
• Acknowledgment and signature records, including audit trail data
• Signed paper copies uploaded when a team member records paper on file
• Data imported through integrations you enable (such as Planning Center)

Billing, product analytics, and marketing website analytics are handled separately and are described in our Privacy Policy.

Roles

For the people and document data you manage in ClearPolicy:

• Your organization is the data controller. You decide what to collect and which documents to send.
• ClearPolicy is the data processor. We process that data only to provide, secure, and support the service.

Sub-processors and integrations

ClearPolicy uses third-party providers to operate the service. Core providers (such as cloud infrastructure, email delivery, and payments) are listed in Section 8 of the DPA. Some providers are used only when you enable a specific integration.

International transfers

If your organization is in the United Kingdom or European Economic Area, review the international transfer sections of the DPA. UK organizations can also download our pre-signed UK International Data Transfer Agreement (PDF).

Compliance reviews

For procurement, security questionnaires, or legal review:

1. Start with the Data Processing Agreement — it is incorporated when your organization uses ClearPolicy.
2. Use the Privacy Policy and Terms of Service for broader service terms.
3. Email [e-mail] if you need a countersigned DPA or have questions this page does not answer.

ClearPolicy does not provide legal advice. Your organization is responsible for determining whether ClearPolicy meets your regulatory and contractual requirements.