One deceptive email impersonating a vendor or senior executive can quickly lead to diverted wire transfers, compromised customer data, or ransomware spreading across your company network. Without clear guidelines, employees are left guessing how to spot spoofed addresses or whether to verify unexpected invoice updates over the phone. An Email Security and Anti-Phishing Policy defines clear behavioral standards and technical requirements, closing the common communication gaps that attackers exploit to breach small organizations.
CraftAClause guides you through building this policy without requiring complex technical jargon or expensive legal retainers. By answering straightforward questions about your primary email platform, multi-factor authentication mandates, and identity verification steps for password resets, you supply the precise context your business needs. The system turns your answers into a tailored AI-generated draft aligned with your real-world operations. You can review every section, refine specific clauses in our editor, and export a finished PDF ready for distribution.
The generated document protects your organization against business email compromise by establishing mandatory dual-channel verification before any banking details change or outbound payments leave your account. It sets explicit ground rules for inbound message filtering, restricts automated forwarding to external accounts, and outlines practical phishing training schedules. When a team member spots a suspicious attachment, straightforward reporting procedures ensure IT or your designated security lead can isolate the threat before it spreads.
Email threats and authentication standards change over time, meaning your internal rules need regular upkeep. Built-in version history documents every adjustment as your operational setup expands, while automated review reminders ensure your standards stay aligned with modern security practices. Start answering the questions now to create a clear, actionable email defense policy for your team.
Your answers shape the final document. A typical Email Security and Anti-Phishing Policy built with CraftAClause includes:
No blank page. CraftAClause asks plain-English questions and drafts the policy from your answers — here's a sample:
Most cyber attacks target employees through deceptive emails rather than hacking complex infrastructure. A written policy establishes concrete rules for verifying payment requests, handling suspicious links, and using multi-factor authentication, turning your workforce into an active line of defense against costly wire fraud and data leaks.
Completing the questionnaire typically takes between ten and fifteen minutes. You only need basic knowledge of your workplace email provider and internal approval practices. Once you finish answering, you can immediately review, edit, and download the finished PDF draft.
No. This template provides an operational foundation for secure email practices, but it does not constitute formal legal counsel. Because compliance mandates vary across industries and regions, we recommend having a qualified professional review your finalized document to verify local regulatory alignment.
Review your policy at least once a year, or whenever you change email providers, adjust authentication systems, or experience a major organizational restructuring. Setting up recurring review reminders ensures your team's everyday practices match your current IT environment.
Join the private beta and build policies your small business can actually keep up to date.