Create, check and maintain your policies in one living Trustfile.
Start with the policies your organisation is expected to hold, see where they appear to cover what is asked of them, and keep the evidence behind them in order — ready for a trustee, funder or auditor pack on demand.
Start with the policies you are expected to hold.
Policy Centre is where most organisations begin. It recommends the policies you usually need, helps you template, adapt or upload them, and checks where each one appears to cover the points asked of it — advisory, not a compliance verdict.
Recommended for you
A short, plain-English list of the policies an organisation like yours is usually expected to hold.
Template, adapt or upload
Start from a curated template, adapt the wording to your organisation, or bring a policy you already have.
Coverage checks
See where each policy "appears to cover" the points expected of it — advisory guidance, not a compliance verdict.
Review workflow
Track owners, review dates and approvals so policies stay current rather than drifting out of date.
- 01Upload what you haveBring the Word and PDF policies you already have — each becomes a managed, versioned policy.
- 02See what's missingYour Policy Centre shows the policies a charity your size is expected to hold, and which are missing or overdue a review.
- 03Generate the restStart missing policies from charity-ready templates, with your details filled in once.
- 04Review with cited guidanceAn advisory check shows what a policy of this kind usually covers and what to consider — with sources, never a verdict.
- 05Collect sign-offTrustees approve; staff and volunteers acknowledge by signing link — all of it recorded.
- 06Export the packOne download for trustees, funders or partners: your policies, approvals, signatures and open gaps.
Advisory, never legal advice — a person adopts every policy.
The evidence that backs each policy.
Policies are only as good as the records behind them. Trustfile keeps the systems, vendors, DPAs, AI usage, DSARs, training and attestations that show your policies are actually lived.
Systems & vendors
RoPA and a vendor register, with DPAs tracked against the suppliers that need them.
AI usage register
Record where AI is used and map it to the relevant EU AI Act guidance.
DSAR desk
Handle subject access requests with deadlines and an evidence trail.
Training & attestations
Capture who has read what, and gather sign-offs in one place.
Hand over proof when it is asked for.
Share a public trust page, export a portable audit bundle mapped to guidance, or produce a tailored pack for a trustee board, a funder or a customer due-diligence request.
Public trust page
Publish a customer-facing page showing the policies and posture you choose to share.
Audit bundle
One-click export — flat, portable and evidence-ready, mapped to guidance.
Trustee, funder & customer pack
Produce a tailored pack on demand — for a trustee board, a funder, or a customer due-diligence request.
Forms, Caseflow, Vigil and Atlas feed the Trustfile.
Forms & Caseflow feed it
Regulated intake and casework flow into the Trustfile as evidence.
Vigil & Atlas feed it
Uptime monitoring and sovereignty assessments add to the record.
Trustfile proves it
Keeps the policies, evidence and audit pack in one place.