How it works

From first document to
inspection ready

ProPolicyForge manages the entire compliance lifecycle — Generate, Store, Sign Off, Prove and Share. Here's exactly how each stage works.

Start with a free document →View pricing →
01
Generate
2 minutes
02
Review & Download
3–5 minutes generation
03
Store
Automatic
04
Sign Off
Same day
05
Prove
Ongoing
06
Share
30 seconds
01
Generate

Choose your sector and document

Start by selecting your regulated sector — healthcare, care homes, construction, hospitality, office, retail, education or dentistry. Then choose which compliance document you need.

ProPolicyForge covers 235+ document types across 8 sectors. If you're unsure which documents you need, start with a policy bundle — a curated set of the most important documents for your sector, generated together.

Step by step

1
Select your sector from the 8 available
2
Choose a specific document type — or select a policy bundle for multiple documents at once
3
Enter your organisation name, location and size
4
Answer sector-specific questions — CQC registration, setting type, key personnel names, professional body registrations
5
Review your summary and click Generate

Tip: The more detail you provide in Step 3, the more personalised your document will be. Named individuals are referenced throughout — your DSL, practice manager, H&S lead — making documents inspection-ready from the start.

Generate your first document free →
propolicyforge.com
ProPolicyForge sector and document selection
02
Review & Download

Review your document and download

ProPolicyForge searches live UK legislation before generating your document — this takes 3–5 minutes. Once complete, you'll see a full preview of your document on screen.

The generated document includes your organisation name, named personnel, your sector-specific context and references to current UK legislation. Review it in the preview, then download as a clean Word (.docx) file.

Step by step

1
Wait for generation — watch the progress screen as legislation is searched and your document is drafted
2
Review the full document preview on screen — all sections, all headings
3
Download as a clean Word (.docx) file — ready for your review
4
Make any organisation-specific amendments in Word
5
Document is automatically saved to your private compliance vault

Tip: AI-generated documents are first drafts — always review before implementing. The download includes a cover page with your organisation details, a table of contents, and a document approval table ready for sign-off.

Browse all 235+ documents →
propolicyforge.com
Generated document preview with full sections
03
Store

Your compliance vault — always current

Every document you generate is saved automatically to your private compliance vault. No manual filing, no shared drives, no version confusion.

The vault tracks the compliance status of every document — green (current), amber (review recommended) or red (update required) — based on document age and risk tier. High-risk documents like safeguarding policies are checked every 90 days.

Step by step

1
Every generated document appears automatically in your vault
2
Documents are RAG-rated — green, amber or red based on age and risk tier
3
Filter by status, sector, risk tier or search by name
4
Preview any document full-screen without downloading
5
Download a fresh clean .docx at any time
6
Your compliance health score shows what percentage of documents are current

Tip: High-risk documents (safeguarding, infection control, HACCP) are checked against live UK legislation every 7 days. Medium-risk every 30 days. Standard policies every 90 days. When a legislative change is found, you receive an email alert with a direct link to review and update.

See vault and dashboard features →
propolicyforge.com
ProPolicyForge compliance vault showing document library
04
Sign Off

Get your documents approved and signed

A compliance document that hasn't been approved is a draft. ProPolicyForge supports two approval routes — electronic sign-off by email, or upload of a physically signed version.

For regulated services like healthcare, care homes and dentistry, document sign-off is not optional — inspectors will ask for evidence of approval. ProPolicyForge makes this effortless regardless of how many signatories your governance structure requires.

Step by step

1
Click Sign Off on any vault document
2
Add up to 5 named approvers — practice manager, clinical lead, pharmacist, any combination
3
Each approver receives an email with a secure sign-off link
4
They review and confirm — their name, role and timestamp are recorded
5
Document is marked approved only when all signatories have confirmed
6
The approval is embedded in the downloaded policy cover page

Tip: Prefer wet signatures? Download the document, sign physically, scan and re-upload using the Upload Signed button. The signed version replaces the draft in your vault and is stored securely.

Sign-off available from Compliance Builder plan →
propolicyforge.com
Multi-approver sign-off panel
05
Prove

Build your evidence — audit trail and staff acknowledgements

Generating and signing a document is only part of what inspectors look for. They also want evidence that staff have read and understood policies. ProPolicyForge provides both.

Every action on every document is automatically logged — who generated it, who downloaded it, who signed it off, which staff acknowledged it and when. This tamper-proof audit trail is your compliance evidence.

Step by step

1
Every action is logged automatically — no manual record-keeping required
2
Send acknowledgement requests to individual staff members by email
3
Or publish documents to your Compliance Hub — a PIN-protected staff portal
4
Staff read and acknowledge — their name and timestamp are recorded
5
View acknowledgement status per document per staff member
6
The complete audit trail is exportable and shareable

Tip: The Compliance Hub is the most efficient way to manage staff acknowledgements. Publish a policy once, share the hub URL and PIN, and staff can acknowledge at any time — from any device, no account needed.

Compliance Hub available on Compliance Manager plan →
propolicyforge.com
Audit trail and staff acknowledgements
06
Share

Share with inspectors — in seconds

When an inspector asks to see a policy, ProPolicyForge generates a complete inspection package — a secure read-only document link and a full audit trail link — ready to email directly from the platform.

No scrambling for files. No emailing Word documents. No explaining why your policy is three years old. One tap from your vault generates everything an inspector needs — formatted, professional, evidenced.

Step by step

1
Open any vault document and click Send to Inspector
2
ProPolicyForge generates a secure read-only policy link
3
And a separate secure audit trail link — showing the complete compliance history
4
A pre-written professional email is generated containing both links
5
Enter the inspector's email address and send directly from ProPolicyForge
6
Both links expire after 7 days — generate a fresh package for each inspection

Tip: Share links work on any device — inspectors don't need a ProPolicyForge account to view them. The audit trail link shows every event in the document's lifecycle — generation, downloads, approvals, staff acknowledgements.

Send to Inspector available on Compliance Builder plan →
propolicyforge.com
Send to Inspector modal with package links
Where to start

Not sure where to begin?

Choose the path that best matches where you are right now.

I need one specific document

Go straight to the generator. Select your sector, choose your document, answer the questions — your document is ready in 5 minutes.

Generate now →

I need a full compliance suite

Choose a policy bundle for your sector. Starter (7 documents) or Professional (14 documents) — generated together, consistent throughout.

Browse bundles →

I want to explore what's available

Browse all 235+ documents across 8 sectors, or visit your sector page to see what's relevant to your regulated service.

Browse documents →

I'm preparing for an inspection

Start with your vault — check your RAG status, then use Send to Inspector to generate your inspection package.

View pricing →
Generate free — no card requiredView pricing →

Common questions

How long does it take to generate a document?

3–5 minutes for a single document. ProPolicyForge searches live UK legislation before generating — this takes a little longer than a static template but ensures your document reflects current regulatory requirements. A full policy bundle (7–14 documents) takes 30–60 minutes as each document is generated sequentially.

Are the documents legally compliant?

Documents are generated against current UK legislation and regulatory frameworks — CQC, HSE, Ofsted, FSA and others. They are not legal advice and must be reviewed by a qualified professional before implementation. ProPolicyForge provides professionally structured compliance documents as a starting point — the review, approval and implementation are your responsibility.

Can I edit the documents after downloading?

Yes — every document downloads as a Word (.docx) file, which you can edit in Word, Google Docs or any compatible software. You can then re-upload the signed, edited version to your vault.

What happens if regulations change after I generate a document?

Your vault tracks document age and RAG-rates every document. When a document goes amber (6–12 months) or red (12+ months), you'll receive an email reminder. You can then use the Review & Update feature — ProPolicyForge searches for changes since your document was generated and produces an updated version.

Does ProPolicyForge store my documents?

Yes — with a paid plan, every generated document is saved automatically to your private compliance vault, hosted in Vercel's EU infrastructure. Documents are stored securely and accessible only to you. Free plan documents are available for download during your session but are not saved to a vault.

Can multiple people in my organisation access the vault?

Currently each account is single-user. Multi-user access with role-based permissions is on the product roadmap. In the meantime, the Compliance Hub provides a way for staff to read and acknowledge policies without needing a ProPolicyForge account.

What sectors does ProPolicyForge cover?

Healthcare & Clinical, Care Homes & Social Care, Construction & Trades, Hospitality & Food, Office & Corporate, Retail & Logistics, Education & Childcare, and Dentistry & Dental Care. Each sector has its own document library, sector-specific questions and regulatory framework references.