Offering a single session of your client services?


A written Client Agreement is one of the best ways
to protect yourself and secure your income.


Strong Client Agreements create CLARITY and BOUNDARIES for both you and your client to spell out your disclaimers and your payment, refund, and rescheduling policies for a single session.

what is a client agreement for a single session?

Your Client Agreement for a Single Session is a legally enforceable contract between you and your client. It’s designed for working with 1-on-1 clients for 1 session paid for up front with payment in full.

Client Agreements are used for one-on-one services for coaches and non-licensed practitioners.

Heart BulletIf you offer a program with multiple sessions or include payment plans, you’ll need the regular DIY Client Agreement instead.

Heart BulletIf you offer group programs or online courses, you’ll need strong Terms of Use instead.

Heart BulletIf you’re a licensed practitioner operating under your license, you’ll need to use the
Informed Consent Form – not the Client Agreement.

This document is shorter than the regular DIY Client Agreement because your risk is LESS than when working with a client over a longer term. It’s a solid legal document to protect you around no-shows, refund requests, disclaimers and more which is legal language you need even if you’re offering just one client session.

Your Client Agreement for a Single Session is a GIFT to you – and also your clients.

It helps YOU:

Heart Bulletlimit your liability because it contains your disclaimers & limitations.

Heart Bulletprotect your time, money and energy with key legal language.

Heart Bullethave a written refund policy that’s super-clear.

Heart Bulletavoid headaches and awkwardness about a missed call or appointment.

Heart Bulletattract stronger clients by creating clearer energetic boundaries.

Your Client Agreement for a Single Session protects you in PRACTICAL ways with written legal language to fall back on, AND SPIRITUALLY it supports your sacral chakra by raising your energetic frequency to attract more of what you want and EXPANDING your money, creativity, and abundance.

why do you need it?

Your Client Agreement for a Single Session sets the “rules of the game” for working with your client in a legally binding agreement that you’re both entering into with requirements and expectations of both of you. It’s really the best way to make sure you are on the same page right from the start. 

Whether you offer a 60-minute paid coaching call or a 90-minute Intensive, this Agreement will spell out what happens if the client misses the call or session, asks for a refund and more.  It puts all of your policies in writing to back you up. And you can use it to enforce what your client has agreed to do when they signed on to work with you. 

what’s included?

The DIY Client Agreement for a Single Session Package includes:

  • Client Agreement for a Single Session Template for you to download and complete.

Heart BulletThorough but simple to personalize for your business and use with your next client!

Heart BulletIn plain English so it’s easy to understand.

Heart BulletCreated with deep care and Legal Love™.

  • Audio Guide – to walk you through the template. You fill in the blanks and it’s ready to use! In just 1 hour, you will learn:

Heart Bullet What it says and where to customize it

Heart Bullet How it protects you

Heart Bullet When to use it

This DIY package is designed to give you a legal template that you can customize on your own and use immediately on your site. Know that it won’t create an attorney-client relationship between us and it is not personalized legal advice, but it’s an easy way to get your Client Agreement for a Single Session in place quickly… with lots of Legal Love™!

can I really do it myself?

Yes, you can! Every DIY legal template is written in plain English and can be completed in 60 minutes or less.

Listen to the audio guide and follow along as I read the document aloud, and you’ll easily see where to fill in the blanks for your business.

the DIY investment?

 one payment of $397

four payments of $107

Important Note:
Please note that these documents are legal templates to complete and personalize yourself. They do not create an attorney-client relationship and are not to be construed as legal advice. Always have a local attorney review any legal document that you use in your business to be sure they comply with your state and local laws. Lisa is licensed as an attorney in the State of Ohio.

“I chose Lisa’s services because she is a coach AND lawyer and her site offered DIY legal templates that are designed for coaches and entrepreneurs rather than some random template out there online.”

I was completely sold when I read about chakras on her site (I love everything woo and intellectual at the same time). Lisa’s DIY Client Agreement template gave me the confidence, ease of mind, and was available right away even before I could hop on a call with her.

Jo Huang, CPCC

Career & Money Breakthrough Specialist

“Knowing I’m legally covered because of Lisa’s guidance has changed everything for me.”

Before I got legally covered by Lisa, I was a professional Psychic Medium, doing Ask a Medium shows and taking private clients. I felt nervous, unsure of how to put myself out in the world, though I was trying to.

After working with Lisa, I opened my private Mentorship Program, launched the Be Guided and Be Great podcast, wrote a book and developed a gorgeous website with all of the legal documents in place.

Lisa’s knowledge, smart wit, and certainty about the law has given me the confidence and the freedom to do my work in the world with an open heart.

Kate Saint Clair

Psychic Medium/Spiritual Consultant

“I love having a Client Agreement that was all beautifully done for me – quickly, professionally, and effortlessly!”

Lisa helped me with my unique business needs and created a clear and approachable client agreement that set the boundaries for my coach and client relationship and clearly spelled out my business policies.

Jennifer Urbina

Natural Therapeutic Specialist

“It’s amazing the confidence and peace that comes from having one of Lisa’s agreements.”

For several years I used a generic client agreement I found online for all my web design projects. While it was nice to have something signed, I always worried that this “freebie” would come around to bite me. I’m so glad I invested in one of Lisa’s agreements. The audio was super helpful and took all the anxiety out of the process.

Christine McDermitt

Owner/Designer, Great Oak Circle

have questions?

Purchase a 30-Minute Power Hour with Lisa
to ask questions about the template
after you’ve completed it.
(Note that this does not include a legal review
of your document.)

want it done for you?

Don’t have time?
Apply here
to see if Lisa can help you
or can refer you to another attorney.