Non-Profit Policy Management, Simplified

Non-profit organizations face unique pressures maintaining transparency, ensuring board governance, and meeting compliance requirements, often with limited resources. Manual processes and scattered documents increase risk and divert focus from your core objectives. DocTract provides a centralized, intuitive platform to manage your entire policy lifecycle effectively.
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Top Problems We Solve for Non-Profits
Top Problems We Solve for Non-Profits
  • Maintaining Board Governance & Accountability: Ensuring board members understand and adhere to governance policies (like conflict of interest) and tracking related documentation can be cumbersome. DocTract centralizes policies and tracks acknowledgments easily.
  • Demonstrating Compliance & Audit Readiness: Preparing for audits or IRS Form 990 reviews requires significant effort in compiling policies and proving adherence. DocTract simplifies this with one-click reporting and clear audit trails.
  • Ensuring Staff & Volunteer Policy Awareness: Getting critical policies (HR, operational, safety) to all staff and volunteers, and confirming they've read them, is vital but challenging. DocTract automates distribution and attestation tracking.
  • Managing Policy Updates & Version Control: Keeping numerous policies current amidst changing regulations or operational needs, while ensuring everyone uses the right version, is complex with manual systems. DocTract automates reviews and maintains a full version history.
  • Resource Constraints & Efficiency: Non-profits need efficient tools. Manual policy tasks drain valuable time and budget that could be directed towards your mission. DocTract automates workflows and simplifies administration.
Centralized Policy Hub
Centralized Policy Hub
Securely store and organize all policies and procedures in one accessible location.
Automated Workflow Engine
Automated Workflow Engine
Streamline policy review, approval, distribution, and periodic review processes.
Simplified Attestation Tracking
Simplified Attestation Tracking
Automate notifications and track policy acknowledgments from staff, board members, and volunteers.
One-Click Compliance & Audit Packages
One-Click Audit & Compliance Reports
Generate audit-ready packages and compliance documentation effortlessly.
Complete Version History
Complete Version History
Automatically track every policy change for a clear, immutable audit trail.
AI-Powered Policy Management  & Search
AI-Powered Search
Enable users to instantly find policies using natural language search.
Role-Based Access Control
Role-Based Access Control
Ensure sensitive information is protected with granular permissions for different users.
AI-Assisted Policy Drafting
AI-Assisted Policy Drafting
Leverage AI to help create, summarize, and check policies for consistency.
How DocTract Empowers Your Non-Profit
DocTract is the intuitive, secure, and affordable policy management solution designed specifically to address the governance and compliance challenges faced by non-profit organizations.

Stop struggling with disorganized folders, manual tracking, and audit stress. DocTract centralizes your policies, automates tedious tasks like reviews and attestations, provides powerful search so information is always findable, and generates compliance documentation instantly, freeing your team to focus on impact. Our AI tools further enhance efficiency in drafting and managing policies.
  • Centralize All Policies: Bring all policies, procedures, and related documents into one secure, easily searchable platform.
  • Automate Workflows: Eliminate manual tasks with automated workflows for policy reviews, approvals, distribution, and periodic review reminders.
  • Simplify Compliance: Maintain up-to-date policies, easily track attestations, and generate audit-ready policy packages effortlessly.
  • Empower Staff & Volunteers: Ensure everyone can quickly find and access the current policies and procedures they need.
  • Leverage Policy-Focused AI: Utilize AI specifically trained for policies to enable faster drafting, instant summaries, natural language search, and consistency checks.
  • Maintain Complete History: Automatically track every version and change, ensuring a full audit trail for all policies and procedures.
How DocTract Empowers Your Non-Profit
Hear From Organizations Using DocTract
AMI Kids
"Our organization has been using DocTract since May 2021 and I highly recommend it. In selecting a solution for our policy and procedure needs, we evaluated many (15) similar solutions. DocTract provided the best combination of features, flexibility, affordability and service. Our non-profit grew from one location to 45, but our systems for managing policy and procedure, forms and regulatory documents had not kept pace. We needed a solution that would not only store and distribute our documents, but would also address the bigger lift - helping our department heads manage the review and revision of those documents without the benefit of a dedicated "policy" team.

The system is easy to use and very streamlined, particularly for the end user - which is 95% of the people who access the system. If it isn't easy and intuitive, they just won't use it. Document owners can easily collaborate with subject matter experts within the system and we were able to build defined workflows for each department to ensure that every policy is reviewed and approved by the right people. Support is CRITICAL and has been excellent from my first contact with the company to present. We have a dedicated rep who is readily available whenever we have questions or are looking for the best way to structure our processes or utilize the system. The system is also in active development for improvements with features being added and enhanced regularly.”

Star M. – Project Management Specialist

Ready to Strengthen Governance and Focus on Your Mission?

Leave policy chaos behind. See how DocTract delivers efficiency, control, and peace of mind to non-profit organizations like yours. Schedule your personalized demo today.

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