12 Best Policy Management Software in 2025

Creating—and sticking—to policies isn’t a standardized process. Every business has unique needs, and your approach should reflect that. Instead of rigid rules, you need a flexible framework that supports your team and ensures everyone is aligned. Plus, paper-based systems and scattered files don’t cut it anymore. You need a solution that ties policies, processes, and procedures together so they work in sync.

This is where policy management software can make things easier. It helps you build, update, and distribute policies while keeping your organization compliant with ever-changing regulations. It also ensures your team knows what’s expected of them, reduces risks, and helps you keep up with industry standards. The best policy management system integrates industry best practices and artificial intelligence, making it user-friendly for various key users and essential for compliance and risk management.

In this blog, we’ve rounded up 12 best policy management software options for 2025 to help you find a system that fits your organization’s needs. Let’s go!

What to Look for in a Policy Management Software?

The right policy management software should feel like an extension of your team and make creating policies a smooth process. So, look for these features to make the most out of the tool:

• Centralized Repository: Your policy tool must act as a single source of truth. Its goal is to help you store all policies, documents, and compliance frameworks in one secure central location so you don’t waste time finding emails or browsing shared drives for what you need.
• Version Control: Monitor changes with tools that track edits and maintain a history of updates. This makes it easy to reference older versions and avoid confusion about which policy is current.
• Collaboration Tools: Teams work best when they can collaborate. Look for a solution that lets your team co-create, review, and update policies seamlessly without duplicating efforts.
• Automated Workflows: Simplify tasks like creating, approving, and distributing policies. Automated workflows save time and reduce the chances of things slipping through the cracks.
• Approval Process: Streamline the creation, review, and distribution of policy documentation with an efficient approval process. Look for automation features that facilitate approvals, send reminders for policy reviews, and offer user-friendly interfaces for easy collaboration and approval on documents.
• Compliance Tracking: You need visibility into how policies are followed. A good system should provide real-time dashboards, compliance reports, and alerts to flag gaps and issues.
• Accessibility: Ensure employees can quickly find and access the policies they need, no matter where they are. If policies are difficult to retrieve, they are unlikely to be used.

12 Best Policy Management Software

Here are some of the best policy management software options:

1. Nifty 

If you want an all-in-one platform where policies live alongside projects, tasks, and team communication, Nifty is the ultimate command center.

It’s ideal for teams who value collaboration and need to manage compliance within the broader context of their operations. This comprehensive tool allows you to manage policies, streamline workflows, and enhance team collaboration across the entire organization.

At the core of Nifty’s policy management capabilities is Nifty Docs, a collaborative workspace where you can draft, store, and manage your policies in real time. Say you’re drafting a compliance policy for a new regulation. With Nifty Docs, your team can simultaneously contribute to the document, suggest changes, and leave comments. Each edit is automatically tracked, so there’s always a clear record of updates.

However, collaboration doesn’t stop at document editing. With Nifty’s Discussion features, you can use the built-in chat to assign responsibilities for policy reviews, notify stakeholders of changes, and ensure every team member stays in the loop.

Key Features:

• Nifty Templates: Drafting a new employee handbook or compliance document? Nifty’s prebuilt, ready-made templates give you a head start. They’re customizable to fit your organization’s needs, so you don’t waste time building everything from scratch.
• Nifty Orbit AI: Nifty Orbit AI transforms how you manage policies. It can summarize policy updates, identify gaps in documentation, or even automate reminders for upcoming reviews. For example, if you’re managing a quarterly audit process, Nifty Orbit AI can flag missing steps and ensure deadlines aren’t overlooked.

Limitations:

• Lacks some advanced compliance tracking tools found in specialized policy management platforms
• Nifty’s learning curve may take time for teams unfamiliar with project management software

Pricing:

• Free
• Personal: $7/month per user, billed yearly
• Pro: $10/month per user, billed yearly
• Business: $16/month per user, billed yearly
• Enterprise: Contact sales

Ratings:

• G2: 4.7/5
• Capterra: 4.6/5

✨ Try The Best Policy Management Software
Get Started

2. PowerDMS

PowerDMS connects your policies, training, and accreditation into one seamless system. Originally designed for public safety, this policy and procedure software is now trusted by over 4,000 organizations in various industries.

The platform simplifies compliance with a comprehensive policy management program that includes secure, cloud-based tools to manage policies and track employee acknowledgment. It’s built to make your job easier, especially when you need to organize, distribute, and monitor critical documents efficiently.

Key Features:

• Centralized storage keeps policies and related data in one place
• Automated workflows streamline policy approval and updates
• Acknowledgment tracking ensures staff compliance
• Real-time notifications keep employees updated on new policies and revisions
• Version control maintains an audit trail for all document changes
• Role-based access control protects sensitive information
• Powerful search tools make locating documents fast and simple
• Side-by-side document comparison helps you review changes
• Integrations with Microsoft Office and Adobe improve file management
• Mobile access ensures employees can view policies anywhere

Limitations:

• Doesn’t provide policy content directly, so you may need to rely on external partners for policy templates
• Some teams might find setup and configuration time-consuming at first
• Ideal for compliance-heavy industries, but smaller teams may find it too robust for basic policy management needs
• Customization options are helpful but can overwhelm users who aren’t familiar with advanced system configurations

Pricing: Custom pricing

Ratings:

• G2: 4.7/5
• Capterra: 4.7/5

3. ConvergePoint

If your organization is already using SharePoint, ConvergePoint can extend its capabilities to help you create, distribute, and manage policies more effectively. The platform focuses on centralizing policy storage, streamlining approval workflows, and offering visibility into policy compliance throughout the entire policy management lifecycle.

However, it’s more suited for mid- to large-sized organizations and might not be ideal for small healthcare teams or businesses.

Key Features:

• Centralized policy repository to store and access all policies in one place
• Customizable workflows that automate policy creation, review, approval, and distribution
• Built-in version control to ensure accurate tracking of policy revisions
• Role-based access control to manage user permissions and protect sensitive data
• Advanced search and reporting features for quick retrieval of policies and audit insights
• Full integration with Microsoft tools like Office 365 and Outlook to enhance collaboration and productivity
• Automatic expiration notifications to keep policies up-to-date and compliant
• Real-time dashboards for continuous monitoring of policy compliance and progress

Limitations:

• Users require one-on-one walkthroughs to understand workflows
• SharePoint backend has a lag when registering status changes
• Workflow occasionally malfunctions or fails to register approval dates
• Irrelevant notifications cause distractions for employees
• No clear indication of which policies are currently active
• Checking compliance with ever-changing policies is difficult

Pricing: Custom pricing

Ratings:

• G2: 4.4/5
• Capterra: 4.8/5

4. PolicyTech by NAVEX One

PolicyTech, part of NAVEX Global, is a policy management solution built for companies that prioritize compliance and risk management. It helps centralize policy storage, streamline approval workflows, and simplify audits. By enabling businesses to enhance their policy management processes, PolicyTech helps mitigate risk, ensuring that necessary changes are quickly implemented to protect organizations from disruptions. While it’s great, it’s better suited for larger organizations with established processes and dedicated compliance teams.

All in all, PolicyTech is a solid choice if your organization is already operating at scale with compliance needs that require rigorous tracking and reporting. If you’re weighing options, the 14-day trial lets you evaluate how well it fits into your workflow before committing.

Key Features:

• Centralized storage provides a single source of truth for all policies
• Automated workflows reduce back-and-forth on approvals and updates
• Audit-ready reports simplify preparation for regulatory reviews
• Role-based access ensures sensitive documents stay secure
• Policy violations reporting flags compliance gaps early
• Acknowledgment tracking gives clear insights into who’s read and accepted policies
• Microsoft integration makes it easy to collaborate using familiar tools
• Mobile access keeps policies accessible for remote teams

Limitations:

• Version control lacks side-by-side comparison
• No ability to map a policy to multiple compliance standards, leading to duplication of work for GRC teams
• Moving files between folders requires manual recreation
• Only one user can “own” a file, complicating delegation when the owner is out of office

Pricing: Custom pricing

Ratings:

• G2: 3.9/5
• Capterra: 4.2/5

5. SAI360

SAI360 is one of the best cloud-based project management tools. It empowers organizations to navigate risks, promote ethical practices, and comply with internal and external governance standards.

With tools for policy and procedure management, risk assessment, and employee training, it offers a well-rounded approach to governance, risk, and compliance (GRC). The platform combines functionality with accessibility, supporting both desktop and mobile use to keep compliance efforts connected and adaptable.

Key Features:

• Centralized platform for managing policies, identifying risks, and tracking compliance
• Real-time dashboards and advanced analytics provide actionable insights for risk and compliance programs
• Over 200 compliance training courses to improve employee awareness and learning outcomes
• Workflow automation simplifies policy creation, approval, and distribution
• Risk assessment integration helps identify vulnerabilities and prioritize action plans
• Comprehensive reporting highlights gaps and trends in decision-making
• Seamless integration with broader GRC tools for holistic compliance management

Limitations:

• Advanced customization comes at an additional cost
• No AI-powered features to assist with automation or intelligent policy suggestions
• Content-heavy usage can result in a steep learning curve for teams unfamiliar with GRC systems

Pricing: Custom pricing

Ratings:

• G2: 4.1/5
• Capterra: 4/5

Simplify workflows with AI and advanced features
Try Nifty Today

6. DocTract

DocTract is an intuitive, cloud-based policy management system that simplifies policy management. It streamlines collaboration, organization, and automation. Its drag-and-drop functionality makes uploading documents effortless, and built-in tools ensure seamless updates, approvals, and reviews.

Teams can work together, provide feedback, and finalize policies from anywhere—even their phones.

Key Features:

• Simple drag-and-drop document upload for quick organization and updates
• Real-time version comparisons and complete version history for better transparency
• Templates to standardize documents and save time
• Automated email reminders to keep teams on track with reviews and approvals
• Flexible publishing options with secure manual or automated release of documents
• Dashboard insights to track overdue reviews or upcoming deadlines
• Automatic updates to search portals for better accessibility and compliance

Limitations:

• Lacks integrations with external systems that some organizations may rely on
• Teams working with very large document libraries may find search options less robust

Pricing: Custom pricing

Ratings:

• G2: 4.6/5
• Capterra: 4.9/5

7. Resolver Policy Management

Resolver centralizes your regulatory obligations, automates tedious tasks, and ensures your compliance program is always aligned with the latest updates. With real-time insights and tools designed to reduce manual work, Resolver helps compliance teams make smarter decisions, reduce risks, and focus on high-impact priorities.

Key Features:

• Centralized library to track obligations, controls, and risks in one place
• Integration with regulatory libraries like Ascent and LexisNexis for automatic updates
• Real-time dashboards that provide visibility into compliance status and risk exposure
• Automated notifications for regulatory changes, tasks, and review cycles
• Tools to map obligations to controls for a streamlined compliance workflow
• Reporting tools that simplify audit preparation and board-level reporting
• Risk calculators to assess vulnerabilities and prioritize mitigation efforts

Limitations:

• Smaller teams might find the depth of features more than they need

Pricing: Custom pricing

Ratings:

• G2: 4.3/5
• Capterra: 4.3/5

8. MasterControl

MasterControl is a streamlined system for managing policy and procedure training. Its user-friendly, web-based platform integrates document creation, training management, and validation processes into a single solution, addressing the complexities of procedure management.

Whether you’re rolling out new policies or ensuring employees stay compliant with regulatory standards, MasterControl simplifies managing the entire training lifecycle.

Key Features:

• Centralized platform to create, revise, and approve policy documents
• Automatic assignment of training tasks once policies are approved
• Integrated testing to confirm employees understand policies
• Deployment services led by experienced ISO auditors and system administrators
• Validation tools aligned with FDA requirements for recordkeeping systems
• Option for on-site training or sessions at MasterControl’s training center

Limitations:

• On-site training sessions may increase implementation costs
• Validation services can require additional time for setup and execution

Pricing: Custom pricing

Ratings:

• G2: 4.3/5
• Capterra: 4.5/5

9. ComplyALIGN

ComplyALIGN is a cloud-based platform that enables you to manage your organization’s policies, procedures, and internal documents. It simplifies the process of document publishing, reviewing, and approval.

This way, your team can track revisions, ensure compliance, and confirm staff engagement with policies through attestation and quizzes. If you’re looking to improve document control and maintain smooth workflows for policy management, ComplyALIGN is the right policy management tool for you.

Key Features:

• Customizable workflow for document management
• Supports policy review and approval processes
• Version control to track and manage document changes
• Built-in auditing tools for compliance tracking
• Employee attestation to confirm policy understanding
• Quizzing functionality to assess staff knowledge
• Easy access to documents for staff across devices
• Centralized platform for all internal documentation

Limitations:

• Limited integration options with some third-party tools
• Some users find the quiz functionality a bit rigid for diverse training needs
• The approval workflow might need refining for teams with complex hierarchical structures
• Occasional delays in syncing documents across different devices

Pricing: Custom pricing

Ratings: NA

10. Kissflow Policy Management

Kissflow’s Insurance Management App streamlines complex insurance operations. With a focus on automating workflows, improving operational efficiency, and ensuring compliance, this platform supports claims processing, underwriting, policy management, and reconciliation. It helps insurance teams save time, reduce errors, and stay on top of regulatory requirements while offering a smooth experience for both staff and customers.

Key Features:

• Centralized claims processing with automated workflows to track and assess claims accurately and efficiently
• Systematic underwriting tools that simplify risk evaluation and maintain consistent decision-making standards
• Automated reconciliation tools that ensure financial records are aligned and discrepancies are easily tracked
• Policy administration with automated renewal reminders and document control to prevent lapses and ensure compliance
• Compliance monitoring with automated regulatory tracking and reporting to meet legal standards without manual effort

Limitations:

• Workflow creation can become complex, especially when managing intricate policy processes
• The tool doesn’t offer advanced reporting features to generate in-depth analysis needed for policy compliance and audit reporting
• Some users face issues with slow performance when dealing with large volumes of data
• The lack of a scripting engine limits customization options for policy managers who need to tailor workflows to very specific regulatory or process requirements
• The system sometimes fails to provide sufficient control over policy version tracking

Pricing:

• Basic: Starts at $1,500/month (Includes 50 users)
• Enterprise: Custom pricing

Ratings:

• G2: 4.3/5
• Capterra: 4.1/5

11. MetaCompliance

Ensuring that policies are read and fully understood is key to fostering a culture of compliance in an organization. With MetaCompliance, you move beyond simple acknowledgment to actual engagement.

This policy management software automates tasks and eliminates manual tracking. It helps you keep policies updated, track participation, and ensure employees truly understand what’s required of them—all while minimizing the risk of compliance gaps. 

Key Features:

• Centralized location for all your policies, reducing the need for scattered documents
• Built-in tools to track policy acknowledgment and employee engagement
• Reminders and automation to reduce administrative work and ensure timely actions
• Assessments to verify that employees understand the policies they sign off on
• Seamless employee attestation with minimal effort
• Version control to ensure everyone is working with the most up-to-date policies
• Compliance reporting that provides visibility and highlights areas needing attention

Limitations:

• Initial setup for issuing policies can take time and may require a learning curve
• The process of building DPIAs and processing databases feels clunky
• Not intuitive for occasional users; requires frequent re-familiarization
• Uploading SCORM courses can be cumbersome
• Campaign builder can be difficult to navigate and lacks easy access to the broader content library
• Limited content library can be a challenge for long-term use

Pricing: Custom pricing

Ratings:

• G2: 4.6/5
• Capterra: 4.6/5

12. Govern 365

Govern 365 helps you easily manage compliance by giving you full visibility into your organization’s user audit logs. It simplifies the process by consolidating data from tools you’re already using like SharePoint and Teams. With Govern 365, you don’t need technical expertise to gain valuable insights or keep your organization in line with data governance policies.

Key Features:

• Centralized storage of user audit logs from various platforms like Teams and SharePoint
• Search and filter capabilities to locate specific user activities and workspace data quickly
• Interactive visualizations and Power BI dashboards to spot trends and anomalies easily
• Real-time tracking of user activities, file access, downloads, and shares
• Embedded Power BI reports for detailed insights into user behavior and workspace compliance
• Integration with Microsoft 365 ecosystem for data sovereignty and enhanced security
• Digital rights management (DRM) capabilities to control document access and prevent unauthorized use

Limitations:

• May require some training to leverage all features fully 
• Can be challenging for organizations with a non-technical staff to set up initially
• Certain advanced reporting features may not be as flexible as some users need

Pricing:

• Lite: $149/month, billed annually
• Data Room: $499/month, billed annually
• Data Room Plus: $999/month, billed annually
• Standard: $1499/month, billed annually
• Enterprise: Contract

Ratings: Not enough reviews

Benefits of Policy Management Tools: At a Glance

• Streamlined Policy Processes: If your policy management processes are not automated, you won’t be able to create or update policies quickly. The software must offer robust automated workflows throughout the policy lifecycle to ensure you don’t have to spend time on administrative tasks.
• Improved Compliance: Policy management tools ensure your organization complies with legal and regulatory requirements. Tracking policy changes, approvals, and reviews prevents costly fines, lawsuits, and operational risks in the long run.
• Centralized Policy Storage: Storing all your policies in one system is an effort and time-saving activity. You can access the policies from various devices 24/77. Whether it’s a phone, tablet, or laptop, your employees can review policies on the go.
• Audit-Ready Documentation: Organizing policies digitally means you can easily demonstrate compliance during audits. Tracking policy versions, approvals, and updates ensures you always have a clear record of your organization’s actions (and decisions).
• Reduced Risks: A reliable policy management tool minimizes the risk of errors from outdated policies. A well-organized, up-to-date system prevents issues such as miscommunication, non-compliance, and operational inefficiencies.

The Bottom Line

Nifty simplifies policy management by centralizing the way you store your policies. Your team can easily track signatures, review updates, acknowledge changes, and access time-sensitive information.

That’s not all. Advanced features such as version control, automated approval workflows, and detailed audit trails give you peace of mind, knowing that your organization is meeting regulatory standards. Plus, Nifty’s robust reporting capabilities ensure you always have real-time insights into compliance status across your team.

Try Nifty to get 360-degree visibility into your policy lifecycle. Sign up now.