What are the first 2 Legal Steps I should take?

by | Jan 19, 2017 | Client Agreement, Website Disclaimer

The other day I was sitting at my computer editing the 75,438 words I’ve written for my upcoming book (whew! – it’s coming out soon!). I got an e-mail from a client who was confused about what legal document she needs. I stopped typing mid-paragraph to read what she wrote:

“I love your content, Lisa, and I’m almost embarrassed to say that I haven’t done anything to protect my business. I checked out some legal services online, and I got so overwhelmed. I love the fact that you’re a coach because I’m one too! I know you have legal templates and you’re all about ‘Legal Love’. But, with so many contracts needed, where do I even start?”


I get this question a lot. When you’ve listened to your intuition and you know it’s time to get legally covered, it can feel scary and confusing to figure out where to even begin.

That’s why I LOVE being a coach AND a lawyer. #whatmakesmeunique

I love you up by helping you know exactly what you need so you can spend your money wisely on what you need (not what you don’t!) so you can feel confident and empowered as a business owner – not overwhelmed and confused. #mymission

This was my response to her question: (I thought it might help you too.)

Most entrepreneurs start by either launching a website or working 1-on-1 with clients…

1. “If you have a website, you need a Website Disclaimer.”

My client is a health coach who hired a website designer to create a gorgeous new website to get her brand out there. She wants people to know that she provides suggestions for healthy living, not a doctor who gives medical advice.

I told her a Website Disclaimer will say that her website is informational and educational only, not intended to heal or cure anyone, and she’s not making medical claims so website visitors don’t get confused and come after her.

It’s main purpose is to disclaim liability – that’s why it’s called a “disclaimer”.

(BTW, if you’re someone OTHER than a health coach, your Website Disclaimer might say that you aren’t giving business, legal, or accounting advice. Everyone needs a Website Disclaimer, tailored to match your specific expertise.)

I align the Website Disclaimer with the root chakra because it helps you feel grounded, safe and secure when you can feel vulnerable launching a new site to the world. It offers a base layer of legal protection.

(If you don’t have one, here’s where you can grab an easy DIY Website Disclaimer.)

2. “If you work with 1-on-1 clients… you need a Client Agreement.”

My client is a health coach ready to hang out her shingle and promote her 1-on-1 30-day Jumpstart Program so she needs a Client Agreement.

But, you’ll want the same thing if you’re, say, a former corporate-girl-turned-business-coach who wants to tell your clients about your program description, payment, refunds, expectations and communication between calls (no midnight texts, sista!)

No matter what kind of entrepreneur you are – coach, website designer, jewelry designer, graphic designer, spiritual healer, artist, photographer, etc.- you’ll want to use a Client Agreement to put everything in writing and make it all clear.

I align the Client Agreement with the sacral chakra (the hip region – where all the good stuff is!) because it protects your income, supports abundance, and draws boundaries in relationships.

I call it a “compassionate container” to hold your relationship so your client knows where to land.

(If you need to get one or need a stronger version than what you currently use, grab a simple DIY Client Agreement.)

For most entrepreneurs, these are the first two steps to get legally covered.

If you’ve already gotten these 2 steps in place, GOLD STARS for you! Pat yourself on the back and celebrate your good work!

If you’re going to take these steps now to get legally aligned, kudos to you!

Any questions about Website Disclaimers or Client Agreements? Feel free to comment below. I’m happy to help!

Here’s to I sorting through the legal muckety-muck to pull to the top the first 2 steps for protecting your biz!

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