Core Features

AI Policy Generation: Create Compliance Policies in 60 Seconds

Generate context-aware compliance policies that reference your tools, industry, and frameworks, reducing policy creation time from 2 hours to under 5 minutes.

The Manual Policy Problem: 2 Hours Per Document

Creating compliance policies manually is painful:

Start from scratch or adapt generic templates
Research framework requirements (NIST, CMMC, HIPAA)
Write procedures that match your actual tools
Map policies to assessment controls
Review for completeness and accuracy

Manual policy writing takes 2-4 hours per policy. For a full policy suite (20+ policies), that's 40-80 hours of work.

AI Policy Generation: Context-Aware Automation

Compliance Scorecard's AI Policy Generator creates compliance-ready policy documents in under 60 seconds using context from your AI Setup configuration.

Context-Aware, Not Template-Based

Generic AI tools (ChatGPT, other policy generators) produce generic policies:

"Implement multi-factor authentication for all user accounts."

Compliance Scorecard AI knows your tools, industry, and frameworks:

"Implement multi-factor authentication using Microsoft Entra ID (formerly Azure AD) for all user accounts accessing Beta Healthcare Corp's electronic health records. Configure the Authenticator app to meet HIPAA 164.312(a)(2)(i) requirements for two-factor authentication when accessing ePHI remotely."

Sub-60 Second Generation Time

From policy topic selection to expert-ready draft in under 60 seconds:

Step 1: Select policy type (Data Protection, Access Control, Incident Response, etc.)
Step 2: Choose client and frameworks (auto-populated from AI Setup)
Step 3: Click "Generate Policy" (15-30 seconds)
Step 4: Review the 3-15 page policy document with all sections complete

80% Editing Reduction

Context-aware policies require minimal editing compared to generic templates:

Tool names already match your deployments (Microsoft Defender, Proofpoint, Veeam)
Industry terminology is accurate (PHI for healthcare, CUI for defense contractors)
Framework references are mapped automatically (NIST CSF PR.AC-1, HIPAA 164.308)
Procedures include implementation steps specific to your tools

Result: 5-15 minutes of review/editing vs. 2 hours from scratch or 1 hour of editing ChatGPT output.

Supported Policy Types

Generate any compliance policy your organization needs:

Security Policies

Access Control Policy: Authentication, authorization, MFA, privileged access
Data Protection Policy: Encryption, classification, handling, retention
Incident Response Policy: Detection, response procedures, escalation
Password Policy: Complexity, rotation, storage, recovery
Backup & Recovery Policy: Backup schedules, testing, restoration procedures

Operational Policies

Remote Work Policy: BYOD, VPN, home office security
Acceptable Use Policy: Device usage, email, internet, social media
Change Management Policy: Change approval, testing, rollback
Vendor Management Policy: Third-party risk, vendor assessment

Compliance Policies

HIPAA Privacy Policy: PHI handling, breach notification
SOC 2 Security Policy: Trust services criteria alignment
CMMC Program Policy: CMMC Level 2 requirements
Custom Policies: Enter any policy topic, and AI generates appropriate content

How AI Policy Generation Works

Step 1: Select Policy Type (10 seconds)

Navigate to Dashboard → Policies → Generate Policy. Choose from pre-configured templates or enter a custom policy topic.

Step 2: Define Scope & Requirements (30 seconds)

For Client: Select from the client list (or "MSP-Wide Policy")
Frameworks: Auto-populated from AI Setup (NIST, CMMC, ISO 27001, HIPAA, SOC 2)
Industries: Auto-populated (Healthcare, Finance, Defense, etc.)
Data Types: Select the data covered (PII, PHI, Financial Data, CUI)
Additional Requirements: Optional custom instructions (e.g., "Include BYOD mobile device management")

Step 3: Preview Context (Optional)

Expandable section shows what AI knows about your business:

Company: Your MSP name
Client: Selected client name
Tools: Microsoft Defender, Proofpoint, Veeam, etc.
Industry: Healthcare, Finance, etc.
Frameworks: HIPAA, NIST CSF, CMMC, etc.

This context is automatically injected into the AI prompt; no need to re-enter it.

Step 4: Generate Policy (15-60 seconds)

Click "Generate Policy." Progress indicator shows stages:

Analyzing requirements... (5s)
Generating sections... (5s)
Creating template... (3s)
Finalizing... (2s)

Average generation time: 22 seconds (production data from 500+ policies)

Step 5: Review Output (2-5 minutes)

Policy document appears in Markdown preview with complete sections:

Purpose: Why this policy exists
Scope: What and who it covers
Policy Statements: 5-15 specific policy rules
Procedures: Step-by-step implementation instructions
Roles & Responsibilities: Who does what (table format)
Compliance References: Mapped to framework controls (NIST CSF PR.AC-1, HIPAA 164.308)
Related Policies: Cross-references to other policies
Revision History: Version tracking table

Step 6: Edit & Refine (5-15 minutes)

Inline Markdown editor lets you adjust as needed:

Edit any section directly
Regenerate the specific section with new instructions
Add company-specific details
Adjust procedures for unique workflows

Typical editing: 80-90% of the content is already correct. You're refining, not writing from scratch.

Step 7: Save & Publish (30 seconds)

Save as draft or publish to library
Add to policy collection
Assign for review/approval (if workflow enabled)
Export to HTML, Markdown, or copy to clipboard

Multi-Policy Generation for MSPs

MSPs managing multiple clients can automatically generate unique policies for each client.

Client-Specific Policies

Generate policies tailored to each client's industry, tools, and frameworks:

Client A (Healthcare): Policies reference HIPAA, PHI, healthcare-specific tools
Client B (Defense Contractor): Policies reference CMMC, CUI, defense-specific requirements
Client C (Financial Services): Policies reference SOC 2, financial data, fintech tools

Each client gets policies that match their actual environment, no generic templates.

MSP-Wide Policies

Generate MSP-level policies that apply to your entire organization:

Internal security policies
Operational policies
HR policies
Compliance program policies

Policy Suite Generation

Generate all policies needed for a framework at once:

HIPAA Policy Suite: Privacy, Security, Breach Notification, BYOD, etc.
CMMC Policy Suite: Access Control, Audit & Accountability, Configuration Management, etc.
SOC 2 Policy Suite: All policies mapped to the Trust Services Criteria

Review and publish as a collection. Save days of manual policy writing.

Context-Aware AI: The Competitive Advantage

Generic AI policy generators produce generic output. ComplianceScorecard AI knows your business:

Generic AI Output (ChatGPT, Competitors)

Access Control Policy - Generic Example

"Users must authenticate using multi-factor authentication when accessing sensitive data remotely. The IT department will configure MFA on all accounts. Users must use an approved authenticator app."

Context-Aware AI Output (Compliance Scorecard)

Access Control Policy - Context-Aware Example

"All users of Beta Healthcare Corp must authenticate using multi-factor authentication via Microsoft Entra ID (formerly Azure AD) when accessing ePHI stored in Microsoft 365 or the eClinicalWorks EHR system remotely. The IT Manager will configure Conditional Access policies in the Azure portal to require the Microsoft Authenticator app for all remote access sessions. This satisfies HIPAA 164.312(a)(2)(i) requirements for implementing two-factor authentication to protect electronic protected health information."

Why Context-Aware Matters

Implementation accuracy: IT staff know exactly which tools to configure
Audit readiness: Auditors see tool names and framework mappings immediately
Reduced editing: 80% less editing vs. generic output
Consistency: All policies reference the same tool stack and frameworks

AI Policy Generation vs. Alternatives

Manual Policy Writing

Time: 2-4 hours per policy
Cost: $200-$400 (at $100/hr internal rate)
Consistency: Varies by author
Framework mapping: Manual, error-prone

Compliance Scorecard advantage: 24x faster (5 min vs. 2 hours), 100% consistent

ChatGPT / Claude (Generic AI)

Time: 1-2 hours (generation + heavy editing)
Context: Must re-enter every time
Tool references: Generic ("use an EDR solution")
Framework mapping: Generic, not customized

Compliance Scorecard advantage: 12x faster (5 min vs. 1 hour), tool-specific, no re-entry of context

Template Libraries (Word/PDF)

Time: 30-60 minutes (download, fill placeholders)
Customization: Find-and-replace placeholders manually
Framework mapping: Static, not updated
Tool references: Generic or missing

Compliance Scorecard advantage: 6-12x faster, dynamic content, auto-mapped frameworks

Consultant-Written Policies

Time: 1-2 weeks turnaround
Cost: $2,000-$5,000 per policy
Quality: High (expert-written)
Scalability: Low (expensive for 20+ policies)

Compliance Scorecard advantage: Instant delivery, $0 marginal cost, unlimited policies included

Production-Ready Statistics

AI Policy Generation is production-tested across 100+ MSPs:

Performance Metrics

500+ policies generated in the last 30 days
22 seconds average generation time
4.5/5 stars user satisfaction rating
95% of policies require less than 20% editing
99.8% uptime with automatic failover (retry 3x, fall back to platform default)

Time Savings

Manual writing: 2-4 hours → Compliance Scorecard: 5-15 minutes
Time savings: 80-95% (11.5x - 48x faster)
Full policy suite (20 policies): 40-80 hours → 2-5 hours

Cost Savings

Consultant: $2,000-$5,000 per policy
Internal time: $200-$400 per policy (at $100/hr)
Compliance Scorecard: $0 marginal cost (unlimited policies included)
Savings: 95-100% cost reduction

Supported Frameworks

Generate policies aligned to any major compliance framework:

US Government & Defense

NIST Cybersecurity Framework (CSF): All 5 functions, 23 categories
CMMC 2.0: Levels 1-3, 14 domains, 110+ practices
NIST 800-53: All control families (AC, AU, CM, IA, etc.)
FedRAMP: Low, Moderate, High baselines

Healthcare & Finance

HIPAA: Privacy Rule, Security Rule, Breach Notification
HITECH: Health information technology requirements
PCI DSS: Payment card industry data security (12 requirements)
SOX: Sarbanes-Oxley financial controls

International & Industry Standards

ISO 27001: Information security management (14 domains, 114 controls)
SOC 2: Trust Services Criteria (Security, Availability, Confidentiality)
GDPR: EU data protection regulation
CCPA: California Consumer Privacy Act

Advanced Features

Section Regeneration

Not satisfied with a specific section? Regenerate it with new instructions:

Select section (e.g., "Procedures")
Add instruction: "Make this more detailed with step-by-step instructions."
AI regenerates just that section, keeps the rest of the policy
Review and save

Version Control

Save multiple versions of the same policy
Track changes between versions
Revert to the previous version
Compare versions side-by-side (roadmap Q3 2026)

Export Options

Current exports:

HTML (for web publishing)
Markdown (for version control)
Copy to clipboard (formatted text)

Planned exports:

DOCX (Microsoft Word) - Q1 2026
PDF (via HTML conversion) - Q2 2026
OSCAL JSON (compliance tool integration) - Q3 2026

Policy-to-Control Mapping

Generated policies automatically reference assessment controls:

Data Protection Policy → NIST CSF PR.DS-1, PR.DS-2, PR.DS-5
Access Control Policy → CMMC AC.L2-3.1.1, AC.L2-3.1.2
Incident Response Policy → ISO 27001 A.16.1.1, A.16.1.2

When you run assessments, referenced policies appear automatically in control evidence.

BYOK Integration: Use Your AI Provider

AI Policy Generation works with any AI provider configured in BYOK:

Supported Providers

OpenAI: GPT-4o, GPT-4o-mini, GPT-4 Turbo
Anthropic Claude: Claude 3.5 Opus, Sonnet, Haiku
Azure OpenAI: Custom enterprise deployments
Google Gemini: Gemini 1.5 Pro, Flash
DeepInfra (Platform Default): LLaMA 3.1 70B (no key required)

Cost Transparency

With BYOK, you see exactly what you pay:

OpenAI gpt-4o-mini: $0.15-$0.60 per million tokens
Typical policy: 3,000-4,000 tokens ($0.002-$0.003 per policy)
50 policies/month: $0.10-$0.15/month in AI costs

No markups. No hidden fees. Direct billing from your provider.

Data Sovereignty

Use BYOK to maintain control over compliance data:

Your data goes directly to YOUR AI provider
Sign BAAs, DPAs directly with OpenAI/Azure/Google
Ideal for HIPAA, CMMC, FedRAMP requirements

Limitations

We believe in transparency. Here's what you should know:

Requires Expert Review

AI-generated policies are drafts, not final documents:

Compliance professional must review and approve
Industry-specific nuances may need adjustment
Company-specific details require manual addition

Reality: AI accelerates policy creation, doesn't replace expertise. Expect 5-15 minutes of expert review per policy.

Context Dependency

Output quality depends on AI Setup completeness:

If AI Setup is 100% complete → policies are 90% accurate
If AI Setup is 50% complete → policies are less specific
Garbage in, garbage out (wrong context leads to wrong policies)

Recommendation: Complete the AI Setup to 100% before generating policies for maximum quality.

Output Length Limits

Max output: 4,000 tokens (~3,000-3,500 words)
Typical policies: 95% fit within the limit
Very complex policies: May need multiple generations or manual expansion

English Only (For Now)

AI generates policies in English only
Non-English policies require manual translation
Roadmap: Spanish, French support Q3 2026

Who Benefits from AI Policy Generation?

MSPs Managing Multiple Clients

Generate unique, client-specific policies at scale:

Create policies for 50+ clients in hours (not weeks)
Each client gets policies tailored to their industry and tools
Consistent quality across entire client portfolio

Regulated Industries (HIPAA, CMMC)

Meet compliance requirements faster:

HIPAA policies reference PHI, BAAs, breach notification
CMMC policies cite CUI, NIST 800-171 controls
Framework-specific language ensures audit readiness

Organizations Short on Time

Get compliant faster:

Board meeting next week? Generate policy suite today
Audit starting Monday? Have policies ready by Friday
New client onboarding? Generate their policies in an hour

Cost-Conscious Organizations

Avoid expensive consultants:

Consultant fee: $2,000-$5,000 per policy
ComplianceScorecard: $0 marginal cost (unlimited policies)
20 policies: $40,000-$100,000 saved

Roadmap: What's Coming

Upcoming enhancements to AI Policy Generation:

Q1 2026

DOCX export: Export to Microsoft Word format
Custom templates: Save your own policy templates

Q2 2026

PDF export: Generate PDFs directly
Client-level BYOK: Let clients use their own AI keys

Q3 2026

Policy diff viewer: Compare versions side-by-side
Multi-language support: Spanish, French policies
OSCAL JSON export: Export to OSCAL format

Q4 2026

Real-time collaboration: Multi-user editing
Policy comparison tool: Merge policies automatically
AI-suggested improvements: AI reviews existing policies, suggests updates

Get Started with AI Policy Generation

AI Policy Generation is included with v10 at no additional cost. Generate your first policy in 5 minutes.

Quick Start Guide

Complete AI Setup: Configure your tools, industry, frameworks (Dashboard → Settings → AI Setup)
Navigate to Policies: Dashboard → Policies → Generate Policy
Select policy type: Choose from templates or enter custom topic
Review context: Verify AI knows your tools and frameworks
Generate: Click "Generate Policy" and wait 15-60 seconds
Review & edit: Make any needed adjustments (5-15 minutes)
Save & publish: Add to library and export