You lock down endpoints. You deploy tools. You make smart recommendations.
But here’s the cold truth: None of it will matter if your client can’t prove their decisions.

In today’s climate, insurance carriers and lawyers don’t just want to know what protections were in place—they want to know why decisions were made (or not made), and who made them.

If your client turns down MFA, delays a firewall upgrade, or punts on backup restructuring, you’re both on the hook—unless that decision is captured and documented with the proper rationale.

When Clients Don’t Document, Everyone’s at Risk—Including You

When something goes wrong (and eventually it will), someone will ask:

  • Did the client know about the risk?
  • Did you advise them to fix it?
  • Why wasn’t it addressed?

If the answers aren’t clearly documented, guess what happens next?
Fingers get pointed—and they point at the MSP.

Even when you did everything right, you may still get blamed. Why? Because there’s no record showing the client declined the recommendation.
Without that paper trail, it looks like you failed.

Insurance Carriers Are Looking for Gaps and Excuses Not to Pay

Cyber insurance providers are getting smarter and stingier. If a breach happens and there’s no evidence of a reasonable decision-making process, they’ll start asking questions like:

  • “Why wasn’t this control in place?”
  • “Did the business know?”
  • “Where’s the documentation of the decision?”

No documentation? No payout.
And now your client’s angry, their premium goes up—or worse, they’re suing.

Lawyers Love a Missing Document. It Makes You Look Negligent.

Imagine this: You made five great recommendations last year. Your client only implemented two.
The other three? Kicked down the road. A breach occurs involving one of them. Their legal team investigates.

If the only thing missing is documentation showing the client acknowledged and declined the recommendation—you’ve just entered the hot seat. Even if the decision wasn’t yours, you can be painted as negligent for not making it clear.

Your Clients Don’t Need to Say Yes—They Just Need to Say Why

This isn’t about forcing clients to buy everything. It’s about getting them to understand that every “no” needs a reason.

No budget? Document it.
Too busy right now? Document it.
Didn’t understand the risk? Definitely document that.

When that rationale is logged and timestamped, it creates a safety net for you and them. Now you’re not guessing—you’re proving.

CLE: The MSP's Easiest Insurance Policy

This is where CLE (Compliance Lifecycle Engine) comes in.

CLE makes it dead simple for your clients to document every security-related decision:

  • You make the recommendation inside CLE.
  • The client sees it, acknowledges it, and either approves or declines—with a note.
  • CLE tracks the timeline, the context, and the rationale.
  • You both have a defensible record.

This isn’t more admin work. It’s hands-off, automated liability protection that proves you did your job—and helps your client prove they ran their business responsibly.

If It’s Not Documented, It Didn’t Happen

Your clients don’t realize it yet, but this kind of documentation is no longer optional.
And when they fail to keep records, they’re putting you at risk too.

The Cyber Liability Essentials package gives you a simple, scalable way to:

  • Capture decisions
  • Justify “nos” as thoughtfully as “yeses”
  • Protect both parties from denied claims, legal action, and finger-pointing

Start using the Cyber Liability Essentials package. Show clients the value. Help them protect themselves—and you.

Learn more about the Cyber Liability Essentials package and get started here.