HIPAA Compliance Checklist for Therapists: A Plain-English Guide for Solo and Small Practices
If you run a solo or small therapy practice, you are a HIPAA covered entity the moment you bill insurance electronically, and most p...
AI Tool Approval Checklist: How to Vet ChatGPT and Other AI Apps Before Staff Use Them
Someone on your team just asked to use ChatGPT, Copilot, or a new AI writing plugin with customer emails. Saying "sure, go ahead" is...
SOC 2 Readiness Checklist: How to Gap-Assess Before Your First Audit
Buyers and enterprise customers keep asking "Do you have a SOC 2?" Before you hire an auditor, you need a clear picture of where you...
AI Risk Register Template (Excel): How to Track and Score AI Risks
Ask most teams two simple questions and the room goes quiet: "Which AI tools are we using?" and "What could go wrong with each one?"...
AI Vendor Risk Assessment Questionnaire Template: What to Ask Before You Buy an AI Tool
Almost every software vendor now says its product is "powered by AI." That sounds helpful until someone on your team connects a new ...
CMMC Level 1 Self-Assessment Template: A Plain-English Guide for Small Contractors
If you sell to the Department of Defense, or to a prime contractor that does, someone has probably asked you about CMMC by now. For ...
AI Acceptable Use Policy Template for Small Business (2026 Guide)
If your team uses ChatGPT, Copilot, Gemini or any other AI tool at work, you already need an AI policy. Customers are starting to as...