ClearMax Compliance Library · v1.0 · April 2026

The ClearMax Compliance Library — production-ready frameworks for HIPAA, privacy, and cyber-insurance compliance

10 templates + 3 bundles. Print-ready PDF + editable source. Used by ClearMax Labs in our $1,100 dental audit deliveries — now sold standalone for SMBs and consultants who need defensible deliverables fast.

Designed in Nashville
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Used in 40+ HIPAA-regulated builds
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BAA-signing MSP
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Updated April 2026

See the catalog ↓

Best Value

Save more with bundles

Three curated bundles — built around the workflows we ship most often. Buy together, save up to $194.

Save $94

HIPAA Starter Bundle

  • HIPAA SRA Workbook$497
  • HIPAA Policies & Procedures Master (25 policies)$797
  • BAA Template + Vendor Inventory$297
$1591
$1497

Buy — $1497

Save $185

HIPAA Complete Bundle

  • HIPAA SRA Workbook$497
  • HIPAA Policies & Procedures Master (25 policies)$797
  • BAA Template + Vendor Inventory$297
  • HIPAA Workforce Training Pack$397
  • Incident Response & Breach Notification Plan$497
  • Vendor / Sub-Processor Inventory$197
$2682
$2497

Buy — $2497

Save $194

Privacy Stack Bundle

  • GDPR-Compliant Privacy Policy Template$397
  • CCPA/CPRA + 7-State US Privacy Policy$297
  • Cookie & Consent Framework$397
$1091
$897

Buy — $897

À La Carte

All 10 templates, individually

Each template is print-ready, populated with model answers, and built to ship as a standalone deliverable.

01

HIPAA SRA Workbook (Dental)

25-page populated HIPAA Security Risk Analysis workbook for dental practices. Walks all 156 HHS SRA questions with model answers, 5×5 risk matrix, remediation roadmap. PDF + source HTML.

25 pages · PDF + editable HTML source
02

HIPAA Policies & Procedures Master (25 policies)

Complete §164.308/310/312 P&P set: 25 individual policies covering Security Officer, Risk Analysis, Sanction Policy, Workforce Security, Access Management, Training, Incident Procedures, Contingency P…

26 pages · PDF + editable HTML source
03

BAA Template + Vendor Inventory

Legally-formatted Business Associate Agreement covering all 45 CFR §164.504(e) required terms, plus 2-page BAA inventory tracker companion.

12 pages · PDF + editable HTML source
04

HIPAA Workforce Training Pack

Annual training cycle pack: agenda template, attendance log, 20-question knowledge quiz, training certificate, role-based training matrix (front desk vs clinical vs admin), recertification schedule.

17 pages · PDF + editable HTML source
05

Incident Response & Breach Notification Plan

Incident classification matrix, 72-hour HHS notification workflow, patient notification letter template, 50-state AG notification schedule, breach log template, post-incident review template.

19 pages · PDF + editable HTML source
06

GDPR-Compliant Privacy Policy Template

Privacy policy with global jurisdiction matrix (EU, UK, Switzerland, Brazil LGPD, Canada PIPEDA, Australia, Japan APPI).

14 pages · PDF + editable HTML source
07

CCPA/CPRA + 7-State US Privacy Policy

US state-specific privacy policy covering CCPA/CPRA + Colorado AI Act + Virginia VCDPA + Connecticut + Utah + Oregon + Texas. Consumer rights matrix, opt-out workflows, sensitive PI handling.

12 pages · PDF + editable HTML source
08

Cookie & Consent Framework

Cookie audit template, consent banner copy library (EU/UK/CA/US compliant), cookie categorization matrix, GTM/CMP integration spec, consent log retention policy.

11 pages · PDF + editable HTML source
09

Vendor / Sub-Processor Inventory

Vendor register, BAA status tracker, data flow mapping, 4-tier risk classification matrix, annual review schedule, off-boarding checklist.

10 pages · PDF + editable HTML source
10

Cyber Insurance Renewal Prep Pack

75-question 2026 carrier-standard prep workbook with model answers, supporting evidence checklist, gap assessment matrix, denial-causes appendix (Aon 2026 data: 41% denied first submission), pre-submi…

13 pages · PDF + editable HTML source

Who Buys This

Built for compliance buyers, not theorists

If you fit one of these, you’ll know within five minutes whether the templates work for you.

Dental practice owner

Running your own HIPAA program in-house. Need the SRA, P&P, BAAs, and training pack to satisfy a §164.308 self-audit without paying $5K to a consultant.

MSP / IT consultant

White-labeling compliance deliverables for your clients. Single-org licenses by default; ask us about reseller licensing.

AI startup

Need a privacy policy, cookie consent framework, and vendor inventory in place before launch — without paying $4K to a privacy lawyer for boilerplate.

SMB on cyber-insurance renewal

The carrier sent you a 75-question control questionnaire. Use the Cyber Insurance Renewal Prep Pack to answer every question with model evidence.

FAQ

Common questions

What format do I get?
Every template ships as a print-ready PDF plus an editable HTML source file. The HTML is structured so you can rebrand the header, swap logos, and adapt the text — useful if you’re an MSP or consultant white-labeling for clients.
Can I rebrand and resell to my clients?
Standard license is single-org: you can use the templates inside your own organization and bundle them into deliverables for your direct clients. For reseller licensing (white-label resale as a standalone product), contact us at jalen@clearlinemanaged.com.
How current are these templates?
Updated April 2026. The HIPAA templates cite the 2026 HIPAA Security Rule NPRM. Privacy policies cover the FTC Safeguards 2023 update, Colorado AI Act, and EU AI Act final text. Cyber insurance prep workbook references 2026 carrier-standard questionnaires.
Do you offer refunds?
Digital products — no refunds. But if a template doesn’t fit your situation, email us within 30 days and we’ll customize it for your use case on a one-time exchange basis.
Can I bundle these into my audit deliverable?
Yes — the single-org license explicitly allows you to include the templates inside an audit, advisory, or consulting deliverable for your direct clients. You can rebrand and integrate freely.

Talk to a human

Need help picking the right templates?

15-minute call — we’ll point you at the right bundle for your situation, no pitch.

Email: jalen@clearlinemanaged.com
 ·  Phone: 833-306-3168