Resource Library

Practical playbooks and checklists for small businesses, healthcare practices, and defense-adjacent contractors.

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Playbooks and Checklists

AI and Automation

From Shadow AI to Governed AI

A ComplyClinic white paper on governing AI use in small healthcare practices and regulated small businesses.

For: Practice owners, administrators, clinical leaders, IT/security leaders, and technology partners.

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Cybersecurity Basics

Backup and Disaster Recovery Checklist

A practical checklist for identifying critical systems, backing them up, and testing recovery.

For: Small businesses that need to survive ransomware, accidental deletion, vendor outages, and hardware failure.

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AI and Automation

AI Use Policy Starter Kit for Small Businesses

A starter kit for allowing AI productivity while protecting confidential, customer, patient, employee, and regulated data.

For: Small businesses using ChatGPT, Copilot, Gemini, Claude, or other AI tools without a formal policy.

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AI and Automation

Secure Automation Checklist

A practical guide for automating business tasks without creating invisible security and compliance risk.

For: Businesses starting with Power Automate, Zapier, scripts, AI agents, or workflow automation.

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How to use these resources: Review before implementation, use for discover. Contact ComplyClinic with any questions. Each resource is also printable from the browser.