State-specific WISP · Massachusetts + New York

Security structure for the small business that holds sensitive data.
In plain English.

Shieldwise creates a streamlined, state-specific Written Information Security Program for small businesses in Massachusetts and New York. A guided intake takes approximately 20 minutes, then you receive a PDF and editable copy with an attorney-reviewable structure built around what your business already does — not a generic fill-in-the-blank document.

A practical starting point when an insurer, customer, or counsel asks for a WISP.

sample_wisp_layout.pdf6 pp · 14 KB
WRITTEN INFORMATION SECURITY PROGRAMSample Small BusinessMassachusetts · 201 CMR 17.00I.Administrative safeguardsII.Technical safeguardsIII.Physical safeguardsATTORNEY-REVIEWABLESample layout · no legal review representedATTORNEYREVIEWABLESAMPLE · MAPage 1 of 6 · Shieldwise WISP
illustration only · sample layout

Illustration only — sample layout. No completed attorney review is represented.

  • Approximately 20 minutes

    guided intake

  • Massachusetts + New York

    state-specific scope

  • PDF + editable copy

    delivered together

  • Attorney-reviewable

    structured for counsel

  • 5–50 employees

    intended customer profile

Why this exists

Structure without a cybersecurity department.

Small businesses hold payroll records, payment details, health information, and other sensitive data every day. Knowing that is not the same as having a usable written program.

Shieldwise turns the owner's practical knowledge — how people work, where data lives, and what safeguards are already in place — into a structured starting point for the business and its counsel.

You bring the context.

Shieldwise brings the prompts, structure, and two useful file formats.

Why Shieldwise

A focused path from business knowledge to a working WISP.

Every part of the experience is built around making the document easier to understand, review, and keep useful.

  1. 01

    State-specific structure

    Start with the Massachusetts 201 CMR 17.00 or New York SHIELD Act § 899-bb structure selected in the intake; counsel can assess how it fits your facts.

  2. 02

    Guided intake

    Plain-English questions about your business and current practices turn an approximately 20-minute intake into useful source material for the program.

  3. 03

    5–50 employee focus

    The intended customer profile is approximately 5–50 employees: owners, office managers, and lean teams that hold sensitive information. That is a product focus, not a legal threshold.

  4. 04

    Attorney review

    The sections, safeguards, and assumptions are organized so your customer team and counsel can review and customize the working document against your facts.

  5. 05

    Plain English

    Your team should be able to understand the program they are expected to follow, not just file it away.

  6. 06

    Annual refreshability

    The $299/year annual refresh re-issues and updates the working document for another review cycle; it is not continuous legal monitoring.

Approved public pricing

Start with the WISP. Keep it current when you need to.

Choose the $149 one-time WISP package, or the $299/year annual refresh when you want the working document re-issued and updated for another review cycle.

i.

Build

One-time WISP package

One state-specific Written Information Security Program assembled from a short guided intake. PDF + editable copy for customer and counsel review, customization, and implementation.

$149one-time
  • Plain-English intake (~20 min)
  • State-specific WISP — MA or NY
  • PDF + editable copy
  • Attorney-reviewable structure
  • One-time checkout

Renewal

Annual refresh

A $299/year subscription that re-issues and updates your working WISP for another customer and counsel review cycle.

$299/ year
  • Everything in the one-time package
  • Working document re-issued each year
  • Updates for the next review cycle
  • Structured for another counsel review

Still comparing?

See the sources and scope behind Shieldwise’s state-specific working WISP.

Compare WISP options
Stripe-hosted checkout

After checkout, you'll land on the guided intake. Finish it to receive your state-specific working WISP by email. Shieldwise provides a structured document for customer and counsel review and customization; it is not legal advice. Your team and counsel remain responsible for finalizing and implementing the program.

How it works

Three steps. One working document.

Built for owners, office managers, and bookkeepers who need a practical starting point without a month-long project.

  1. 01

    Share your business + current practices

    A guided intake covers your business, team, the personal information you hold, and the safeguards already in place. Most businesses finish in approximately 20 minutes; timing varies with the detail of your answers.

  2. 02

    Shieldwise prepares a state-specific WISP

    Shieldwise turns those business facts and current practices into a working document structured around Massachusetts 201 CMR 17.00 or New York General Business Law § 899-bb (SHIELD Act), intended for customer and attorney review and customization.

  3. 03

    Review, finalize, and implement

    You receive a PDF plus an editable .docx. Review the working program with counsel, finalize it for your business, assign ownership, train your team, and implement the safeguards.

Only two state structures

A state-specific working document, structured for review.

Shieldwise’s current public scope includes Massachusetts 201 CMR 17.00, New York General Business Law § 899-bb (SHIELD Act), or one combined program. Select a scope during the intake; the output is a working document, and counsel determines applicability and any additional obligations.

201 CMR 17.00

Massachusetts

Standards for the Protection of Personal Information of Residents of the Commonwealth

Working document sections

  • Designation of a Security Coordinator
  • Risk assessment & remediation log
  • Administrative safeguards
  • Technical safeguards (access, encryption, monitoring)
  • Physical safeguards (paper, devices, facilities)
  • Incident response plan & notification procedures
  • Vendor & third-party data-sharing controls
  • Annual review and training schedule

Deliverables

Two useful file formats. One working program.

The output is organized for your team and counsel to review, customize, finalize, and implement. It is a working starting point, not a substitute for legal advice.

PDF

A clear working program

A printable WISP with organized administrative, technical, and physical safeguard sections for your team and counsel.

Editable

An editable working copy

Edit, annotate, and route the document to counsel without rebuilding the structure from a blank page.

Refresh

An annual working-document update

Choose the $299/year annual refresh when you want the working document re-issued and updated for another customer and counsel review cycle.

Who it's for

The intended customer profile: 5–50 employees.

Shieldwise is focused on owners and lean teams that hold W-2s, payment cards, claim records, patient information, or other personal information. The 5–50 range is a product focus, not a legal threshold; your facts, industry, locations, and other obligations may matter.

Accounting firmsHR & payrollMedical & dental officesInsurance agenciesReal estate brokeragesRetailers with ecommerceLaw officesProperty managersTitle & escrowTherapy & counselingVeterinary clinicsBookkeepers

A useful distinction

More structure than a blank download.

A generic free template can be a helpful reference. Shieldwise is designed for the owner who wants the questions, state-specific structure, and working files organized into one review starting point.

Shieldwise compared with a generic free WISP template
At a glanceShieldwiseGeneric free template
State-specific scopeMassachusetts or New York structure selected in the intakeYou determine what applies and how to adapt it
Guided questionsPlain-English prompts about your business and safeguardsYou interpret the prompts and fill the document yourself
Document structureOrganized sections for a focused attorney reviewYou assemble, format, and check the working document
DeliveryPDF plus an editable copyUsually one file to adapt into your own versions
UpkeepOptional $299/year annual refreshYou track changes and maintain it over time

FAQ

Straight answers, in plain English.

A note on legal advice

Shieldwise provides document-preparation and workflow tools, not legal advice or attorney representation. No attorney-client relationship is formed. Every document we deliver is a working document for customer and counsel review and customization, not a substitute for counsel. Confirming your program against your specific facts, contracts, and legal obligations should be done by a licensed attorney in your state.

Your next step

Turn what you know about your business into a working WISP.

Choose your path, complete the guided intake in approximately 20 minutes, and receive the PDF plus editable copy for customer and counsel review, customization, finalization, and implementation.

GET MY WISP

$149 one-time package or $299/year annual refresh.

Shieldwise — Plain-English security programs for Massachusetts and New York small businesses.