you’ll love these easy, quick DIY legal document templates
so you can get legally covered
to protect your money and business lickety-split!
you’ll love them if you:
Need a legal document for your course or program right now (or YESTERDAY!)
Want easy-to-understand contracts written in plain English and infused with Legal Love™ by an attorney who gets you and the online world.
Like rolling up your sleeves and doing things yourself to save time and money
Want a legal document done in less time than watching “Super Soul Sunday”
each template is designed specifically for coaches and entrepreneurs
– by a Holistic Lawyer® who gets you and the online world
(because I’m trained as a health & life coach too!)
They are written in plain English and with color (gasp!)
so they are easy to use and understand.
They’re good for your biz – AND for your soul.
want to take the first steps to getting legally covered?
try a legal starter kit
(choose which one best fits you):
legal starter kit #1
1-on-1 clients
Choose this option for working with 1-on-1 clients.
legal starter kit #2
group programs or online courses
Choose this option for an online group program, course or info product (no 1-on-1).
legal starter kit #3
small groups & masterminds
Choose this option for a high touch group/mastermind OR hybrid program with group and 1-on-1 calls.
questions about the DIY Legal Template packages or starter kits?
schedule a free 20-minute legal chat.
disclaimers & waivers
feel safe, secure and grounded & support your root chakra
diy website disclaimer
Strong basic disclaimer
for your website.
diy mini-disclaimer
Very short disclaimer for PDFs, videos, program guides, social media, etc.
diy book disclaimer
Disclaimer for authors to disclaim your liability in your book.
diy COVID-19 release & waiver
Waiver for clients to sign as you resume services with clients after COVID-19.
diy online fitness liability waiver
Waiver for attendees for online fitness courses, yoga or personal training sessions.
diy event waiver
Waiver for attendees for live seminars
or 1-day events.
diy consent & release for minors
Release form for hosting live events
with children.
diy massage therapy waiver
Waiver form for massage therapists to use
with clients.
diy testimonial release
Release for clients to sign when giving
you testimonials.
diy media release
Media release to take & share photos at your live event.
agreements & consent forms
create loving boundaries with clients aligned with your sacral chakra
diy client
agreement
Client Agreement for your 1-on-1 clients to protect your income.
diy client agreement
for small group & masterminds
Client Agreement for your small group or mastermind that may also include group and 1-on-1 calls.
diy client agreement
for a single session
Client Agreement for offering
a single session of your client services.
diy client agreement
for use by energy practitioners only
Client Agreement for energy practitioners (only) for 1-on-1 clients.
diy client agreement
for use by graphic designers only
Client Agreement for graphic designers (only) for 1-on-1 clients.
diy client agreement
for use by website designers only
Client Agreement for website designers (only) for 1-on-1 clients.
diy client agreement
for use by photographers only
Client Agreement for photographers (only)
for 1-on-1 clients.
diy client agreement
for use by videographers only
Client Agreement for videographers (only)
for 1-on-1 clients.
diy refund
policy
Written refund policy to use whether you give full, partial or no refunds.
diy agreement for hiring
a virtual assistant
Contract to add a Virtual Assistant
to your team.
diy agreement for hiring
a graphic designer
Contract to add a Graphic Designer
to your team.
diy agreement for hiring
a website designer
Contract to add a Website Designer
to your team.
diy agreement for hiring
a coach as a team member
Contract to add a Coach as a Team Member(independent contractor)
diy agreement for hiring
a therapist as a team member
Contract to add a Therapist as a Team Member (independent contractor)
diy independent
contractor agreement
Contract to add another team member
to your team.
diy informed
consent form
Consent form for services for licensed practitioners such as a therapist or physician.
diy certification
agreement
Certification Agreement to
train your mentee in your methodology.
diy overnight retreat
agreement
Agreement for your
overnight retreat attendees.
diy speaker agreement
for live event or conference
Contract to use with the
event host when speaking on stage.
diy confidentiality agreement/
NDA
Non-disclosure Agreement to protect the ideas you want to share with someone BEFORE you share them.
diy joint venture
agreement
Agreement to work with a colleague to create a program, product or service.
diy corporate sponsor
agreement
Agreement for your corporate sponsors to fund your live event.
diy vendor
agreement
Agreement for vendors
to display and sell items at
your live event.
diy guest expert consent form
for podcasts, summits & calls – unpaid
Consent form for your
(unpaid) guest expert on your
podcast, webinar, telesummit or interview.
diy guest expert consent form
for podcasts, summits & calls – paid
Consent form for your (paid)
guest expert on your podcast, webinar,
telesummit or interview.
diy corporate wellness program agreement
Agreement for offering wellness seminars,
workshops, individual Lunch-n-Learns or
comprehensive wellness program.
business registration for sole proprietors & payment collection
feel more confident & professional and support your solar plexus chakra
diy sole proprietor biz registration & taxes package
Checklist & info about how to register your business and get clear
about taxes.
diy collections
checklist & letter
Collections checklist, scripts and letter to collect money from a client
who won’t pay you.
website terms, privacy policies, HIPAA & affiliates
protect your website & build trust aligned with your heart chakra
diy website
terms & conditions
Terms & Conditions to protect your
website content like the
text & images on your site.
diy
privacy policy
Privacy Policy to let people know you won’t spam them and keep their
personal info safe & confidential.
diy affiliate
terms & conditions
Affiliate Terms & Conditions for your affiliates to sign to promote your
programs, products and services.
diy HIPAA notice
of privacy practices
HIPAA Privacy Notice required for
licensed medical practitioners
to give to patients.
diy HIPAA medical
records release form
Form signed by a patient to release medical records or health information.
sales terms for group programs & online courses
communicate your legal terms to purchasers & support your throat chakra
diy terms of use
Terms of Use (sales terms) for your group programs, online courses & info products purchased through your website.
corporate entities (LLCs & S-Corps)
tune in to “go pro” and align with your third eye chakra
diy which corporate entity is right for me?
Checklist and info to know whether you need an LLC or S-Corp.
trademarks & cease and desist letters
obtain the rights to your brand & support your crown chakra
diy is my brand
trademark-worthy?
Self-assessment to determine whether you should trademark your business name, program name, tagline or logo.
diy cease
& desist letter
Cease & Desist Letter to send when a copycat or swiper has copied your
website or course content.
starter kits
get legally covered & save money with template bundles
legal starter kit #1
1-on-1 clients
Choose this option if you primarily work with 1-on-1 clients.
legal starter kit #2
group programs or online courses
Choose this option if you offer a group program, online course or info product.
legal starter kit #3
small groups & masterminds
Choose this option if you have a small group or mastermind with a combination of 1-on-1 coaching and group calls.
website
protection package
Solid legal protection for your website – disclaimer, terms & conditions,
privacy policy and more.
hiring a team package
Contracts for hiring multiple team members – VA, graphic designer & others.
joint venture package
Contracts for working with a colleague to create a course or program.
live event package
Contracts & waivers to cover your buns for your guests & speakers at your live event.
If you worked 1:1 with an attorney, each document EASILY could cost you $1,500-3,000.
They are just a few hundred bucks – and they can be used over and over again with minor tweaks.
I created these templates to offer a DIY way
to get legally covered 24/7
that SAVES you a ton of money.
Lisa removed that emotional roadblock for me. Most importantly, she made me feel heard, understood and supported…and that made ALL the difference. Her DIY templates have been LIFESAVERS for me and her ongoing support has honestly been the ONLY reason I am able to remotely navigate through all of the disclaimers, contracts, documents, etc. Lisa, you are truly a God send. You are truly one of the only reasons I am able to proudly say that I am currently preparing for my first launch in just a few short weeks. Thank you for everything, Lisa!
It made me cry. With joy! First, because it’s so beautiful & organized by chakras!! Second, because I felt SO understood and safe and like I was going to get exactly what I needed – and I DID! My coaching contracts turned out really professional and solid. It was a pleasure to send them to the 7 women who enrolled in my 6-month-$4,500-program! This is the biggest package I’ve ever offered and I knew my butt was covered from all angles because of your templates.
The world is a better brighter place because of you! THANK YOU for being *exactly* who I needed in my path at the exact right time – with your gorgeous sales pages, easy payment process, and high quality product offering this has been a breeze! Thank you, thank you, THANK YOU!
Important Note:
Please note that these documents are legal templates that you complete and personalize yourself. An audio guide tells you what the document says (in plain English!) and you just fill in the blanks. You really can do it yourself. But, know that these documents 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 to be sure it complies with your state and local laws. Lisa is licensed as an attorney in the State of Ohio.
have questions?
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?
