are you a doctor
or licensed medical practitioner
who wants to protect your practice
and expand your reach online?
You may be wondering…
How can I legally
work with people
across state lines?
What kind
of title
should I use?
What type
of insurance
do I need?
How do I keep
my licensure
safe and secure?
How should I
organize my
business structure?
When do I
have to
follow HIPAA?
How can I offer online
health coaching as a
licensed practitioner?
How can I
safely offer
online courses?
How can I include
lab tests
and supplements?
and so much more.
You’ve seen other practitioners taking
their practices online and you’re
scratching your head wondering
“How can I do that too?”
and
“How can they do that without getting in trouble?”
There’s a lot of conflicting information out there.
We want you to know the safe and smart way
to work with more people across the country – or even the world.
.
as a doctor
or licensed medical practitioner,
it’s critical to get legally clear
so you can feel safe, secure
and confident in the online space.
Don’t just wing it or guess if you’re doing it right.
You could jeopardize your license
or draw unwanted attention to yourself.
That’s a risky mistake!
we’ve created a fast-track
to deep dive into the legal info you need
so you can easily reach and help more people.
Introducing:
how to legally protect your practice
and reach more clients
legal clarity course for doctors
& licensed medical practitioners
with Lisa Fraley, JD
Legal Coach & Attorney
Introducing:
how to legally protect your practice
and reach more clients
legal clarity course for doctors
& licensed medical practitioners
with Lisa Fraley, JD
Legal Coach & Attorney
you’ll learn a smart path to success
to reduce your risk on the legal front
so you can leverage your knowledge SAFELY…
because it’s not as simple as getting answers to
“a few legal questions”…
it’s about a whole new way of doing business!
who is this course for?
this course is for ALL licensed medical practitioners who want to
expand in the online space, add functional medicine to their practice,
or wonder if they should become health coaches, including…
Doctors (all kinds)
Doctor of Medicine – MD
Doctor of Osteopathic Medicine – DO
Doctor of Chiropractic Medicine – DC, DCM
Doctor of Naturopathic Medicine – ND
Doctor of Traditional Chinese Medicine/Acupuncture – DAcm, DAc, DAOM, etc.
Doctor of Dental Medicine – DDM, DMD, DDS.
Doctor of Podiatric Medicine – DPM
Nurse Practitioners and Advanced Practice Nurses – DN, APRN
Nurses – RN, RN-BASN, LPN
Physician Assistants – PA
Pharmacists – PharmD
Registered Dietitians & Licensed Certified Nutrition Specialists
Therapists (all kinds)
Mental Health Therapists, Counselors & Social Workers
Physical Therapists – DPT, MPT
Speech Pathologists/Therapists & Audiologists
Occupational Therapists
Massage Therapists
Any licensed medical practitioner who is concerned about protecting your license while expanding your work to reach more people.
- Doctors (all kinds)
- Doctor of Medicine – MD
- Doctor of Osteopathic Medicine – DO
- Doctor of Chiropractic Medicine – DC, DCM
- Doctor of Naturopathic Medicine – ND
- Doctor of Traditional Chinese Medicine/Acupuncture – DAcm, DAc, DAOM, etc.
- Doctor of Dental Medicine – DDM, DMD, DDS
- Doctor of Podiatric Medicine – DPM
- Nurse Practitioners and Advanced Practice Nurses – DN, APRN
- Nurses – RN, RN-BASN, LPN
- Physician Assistants – PA
- Pharmacists – PharmD
- Registered Dietitians & Licensed Certified Nutrition Specialists
- Therapists (all kinds)
- Mental Health Therapists, Counselors & Social Workers
- Physical Therapists – DPT, MPT
- Speech Pathologists/Therapists & Audiologists
- Occupational Therapists
- Massage Therapists
- Any licensed medical practitioner who is concerned about protecting your license while expanding your work to reach more people.
trusted by and seen in:
“I signed up for the Legal Clarity Course and could not believe that I literally finished this class in one day. Now I know what I need to do to stay out of trouble. Lisa really knows what we need to know!”
As a family nurse practitioner, I’ve also received training in functional medicine/nutrition. I had a long list of questions about how I can have a virtual health consultant business and see patients outside my licensing state. I wasn’t sure which lawyer would have all the answers. I was scared of signing up for the Legal Clarity Course since most lawyers have no experience in this area.
Lisa, all of your testimonials and reviews are 100% correct. You do have a wealth of information when it comes to health and laws. Surprisingly, almost every question was answered in the Legal Clarity Course which I finished in one day, including most of the Legal Master Classes referenced in the course. Your course gave me peace of mind. I can’t thank you enough for your Legal Love.
Shabana Mohammed, MSN, APRN, FNP-C, CGP
Family Nurse Practitioner & Owner of SM Healing Hands Wellness Center
“My mind is at ease, and instead of having lingering doubts about my next venture, I am ready to plunge ahead feeling protected and thrilled!”
Working with Lisa was truly a joyful experience! I was seeking legal guidance and clarity, and was able to find that from our 1-Hour Power Hour. I now feel fully secure and confident with my next steps going forward.
As a Physician Assistant, legal matters aren’t my strong suit. Starting my own business was daunting, but Lisa made the process seamless and enjoyable. What I found was more of a friendly conversation with her, rather than a consultation.
I would HIGHLY recommend seeking Lisa’s expertise to guide you on legal questions, as she is open and honest, and uses a language that you can easily understand, but is also rooted in compassion. Thank you, Lisa!
Amber Bender, PA
Physician Assistant & Functional Health Practitioner
“I feel much more confident and aligned in stepping into my new business role as a Women’s Spiritual Coach.”
As a licensed medical professional, I have always been fearful about jumping into the online space even though my coaching is completely separate from my license. I just re-listened to the Legal Clarity course and it is gold! Understanding the framework of the law and how it works for my business, especially from the start, is allowing me to authenticity express my truth from a safe space. Thank you Lisa!
Megan E.R. Pass, PT
Physical Therapist, Women’s Spiritual Coach
after taking this course you’ll:
understand which services and programs you can legally offer to expand your reach safely.
know the right legal documents to use to save you time, stress and struggle.
have a legal framework to work across state lines with more people in the country – or even the world (including addressing functional medicine and health coaching).
have created a profitable business profile with the services and courses which are most aligned for you.
understand in an efficient way how to reduce your risk and protect your license.
banish fear and doubt that may arise as you expand and grow.
feel inspired and confident that you can do this.
understand there are others like you who want to help more people – so you’re not alone.that you can do this.
trust you’ve saved time and money by learning months of legal information in a stress-free, easy, speedy way.
have 1-on-1 support from me to get your specific questions answered.
- understand which services and programs you can legally offer to expand your reach safely.
- know the right legal documents to use to save you time, stress and struggle.
- have a legal framework to work across state lines with more people in the country – or even the world (including addressing functional medicine and health coaching).
- have created a profitable business profile with the services and courses which are most aligned for you.
- understand in an efficient way how to reduce your risk and protect your license.
- banish fear and doubt that may arise as you expand and grow.
- feel inspired and confident that you can do this.
- understand there are others like you who want to help more people – so you’re not alone.
- trust you’ve saved time and money by learning months of legal information in a stress-free, easy, speedy way.
- have 1-on-1 support from me to get your specific questions answered.
“I feel much more clear and confident about how to structure my business in a way that leaves me legally protected.”
Before working with Lisa I felt unclear about how to go about my work in the most legally sound way. I wanted to help more people but the uncertainty around how to do so in a way that didn’t put my license at risk made me feel insecure about expanding my business.
With Lisa’s guidance I am on a path that will allow to me to do the work that fulfills me, continue to reach more people and expand my offerings with a feeling of peace and the assurance that my license is safe.
Elly Michelle Lieppman, ND
Founder of the Fueled & Feminine Metabolism Methodology
“I don’t think I would have found the words ‘legal clarity’ on my own prior to our call, but that’s how I feel now.”
I had a wonderful Power Hour with Lisa. I just feel more confident that I’m on the right track legally and that all the hard work I’ve put into building this course is legally sound. It’s the confidence that I’m not missing any major blind spots simply because I didn’t know where to look for them in the first place.
I told my husband “She was just like me, but a lawyer!” I’ll definitely be coming back for any legal questions in the future.
Suzanne Jenkins, MD
Physician/Creator of The Holistic Healing Method for PCOS Online Course
“I told a local lawyer about Lisa and her familiarity with offering group programs in the online space, and he said ‘you should work with her.’”
Before finding Lisa’s course, I had reached out to my local lawyer. He had come recommended by the local Chamber of Commerce as a small business attorney.
When I called him, he had no idea what I needed to stay safe. Lisa helped me find the clarity I needed, and I really appreciate it.
Shelly Tyler, DPT, OCS, FAAOMPT
Functional Family Wellness Practitioner at Fiddlewood Farmacy
what’s included:
3-hour recorded workshop
A classroom-style workshop broken into sections
and jam-packed with information.
Be sure to watch each section in chronological order
as they build upon each other.
Give your full attention to listen, learn, take notes,
and jot down your questions to ask in your Power Hours.
This is not the type of workshop where you can multitask.
You’ll create your profitable business profile
with the services and programs that are most aligned for you.
You’ll also learn and receive the right legal documents to use
to save you time, stress and struggle.
This is not a workshop where you can multitask.
(uninflated value: $2,500)
build your online practice
workbook
Workbook includes your:
Profitable Business Profile
to design your new business map
DIY Legal Templates tip sheet
so you know the right legal documents
for various programs and services (and where to get them)
Workshop agenda
to make it easy to follow along
Resources
for coaching insurance, podcast episodes and more
(uninflated value: $497)
your choice of a legal starter kit
to start you off with the right legal documents
for your main program or service
(Not sure which kit you need?
No worries! I’ll help you!)
(uninflated value: $1297-$1797)
2 power hours with Lisa
2 1-hour private Power Hours with Lisa
by phone to get your specific questions answered.
We recommend scheduling:
1 Power Hour near or shortly after watching the workshop
(to ask your questions from the workshop)
and
1 Power Hour later
(after you’ve implemented steps
to grow and expand your business)
There is no expiration date for your Power Hours.
(uninflated value: $1094)
6 months of live group legal Q&A calls
to show up live and ask quick questions in a group setting.
You’ll not only learn from your peers’ questions
but you can also gain clarity at every step as you expand your reach.
60-Minute Group Calls will be on the second Wednesday
of the month at
9 am PT
10 am MT
11 am CT
12 pm ET
Calls will not be recorded so you’ll want to show up live.
(uninflated value: $4,997… but really, it’s priceless
because it saves you so much time and money to have a
“lawyer on demand” than finding and hiring a lawyer every time
you have a question)
access to 7 DIY legal master classes
1-Hour recorded classes with follow-along tip sheets
to do on your own time and get clear around:
- State nutrition law basics for health coaches
- How not to make medical claims – and what to do instead
- Which laws do I follow when I see clients virtually?
- How do I get started with Trademarking?
- How do I know if I need an LLC or S-Corp?
- Insurance basics
- How to save money on taxes & set up your finances correctly
(uninflated value: $697)
total value is: $11,582
impact on your business growth
and peace of mind:
priceless
yes! I want to expand my business safely!
My smart investment for these legal answers is:
pay in full $4997
12 monthly payments of $427
questions about whether the course is right for you?
book a free 20-minute Legal Chat
to get your questions answered.
“I’m now working on a new, safe, viable business model with the support of your legal documents and Master Class.”
I’m a traditional naturopath and I ran into some big trouble with my state’s Medical Board earlier this year over perceived medical claims on my website.
I took Lisa’s DIY Legal Master Class on “How Not to Make Medical Claims”. It was the most valuable training I’ve ever purchased! I wish I had this information 10 years ago. I would have been more careful with the language on my website.
This Medical Board situation really threw me for a loop, to the point where I seriously considered shutting down my practice. Thank you for all you do!
Name withheld for privacy
Naturopath
“Having Lisa’s wisdom, experience and foresight has given me the confidence I needed to move forward and create a bigger impact.“
Lisa’s DIY templates and 1:1 support has not only been an invaluable asset to my private naturopathic medical practice, but her guidance has helped me become a better leader for other health practitioners in the online space through my group health programs, mentorship and mastermind. I cannot recommend Lisa highly enough!
Michelle Rogers, ND, MSAOM, FDN-P
Naturopathic Physician, Online Practice Mentor
“As I shifted my medical practice to an online coaching platform, Lisa graciously guided me through some challenging times!”
Lisa always made me feel relaxed and comfortable with the next steps of setting up LLCs, working with my accountant, creating an online coaching business, and even selling private label products. She taught me the ‘do’s and dont’s of coaching.
She was able to quickly respond to my every question and put me at ease many times when I felt overwhelmed with the process. I would HIGHLY recommend her to anyone looking to up level and expand their skills to serve more in the world with comfort and ease!
Trupti Gokani, MD
Neurologist, Ayurvedic Practitioner & Author of The Mysterious Mind
what’s the course agenda?
how to distinguish between
medicine and coaching
to keep yourself safe
7 legal pitfalls to avoid
& how to reduce your risk
We’ll cover:
- State laws & licensure
- Medical claims
- Title & identity
- Functional medicine – lab testing & supplements
- Combining modalities
- Working with clients everywhere
(Telemedicine, online coaching, HIPAA) - Documentation
(Medical records v.client notes,
informed consent v. client agreement,
intake forms v. client questionnaire)
how to avoid investigations,
penalties and lawsuits
5 profitable business models
to expand your practice safely
(Based on my proprietary Legal Risk Scale™)
creating your profitable business profile
- Determining your services
- Structuring your service delivery
- Creating your online offers (safely)
how to legally protect yourself
- Legal documents for your services
- Business entities
- Insurance
next steps
“I’d recommend Lisa to other physicians out there without any hesitation whatsoever!”
She also makes herself very available to answering questions, which attests to the fact that she’s out to serve and serve well. Lisa goes above and beyond in delivering the services she provides.
Rachna Patel, DO
The Medical Marijuana Doctor
“I feel so much calmer now and completely clear on what to do next.”
While I already had some of the pieces in place for my new business, I now have so much peace of mind about steps I’ve already taken and my next steps. As a physician-turned-coach, I was not sure exactly what to do to protect myself while serving my clients.
I had spoken with another attorney who did not have prior experience with doctors-turned-coaches and so the recommendations were not helpful.
Working with Lisa in a 1-Hour Power Hour, we developed the best plan for my LLC (including a recent move across state lines), clearly defined my scope of practice, clarified appropriate “safe” language for my media and marketing, talked about my Client Agreement, and made a step-by-step plan for the future.
Jennifer S Singh, MD, dipABLM
Life and Weight Loss Coach
“Lisa was completely tuned in through the entire process, saved me thousands of dollars, understood my unique needs and helped me negotiate a beautiful deal.”
Lisa helped me feel confident expanding my business and navigating an important opportunity. She is a rare and special combination of both experienced, savvy lawyer and brilliant coach.
Rachel Madorsky
Self Love Strategist & Executive Coach
if the “legal stuff” has felt scary
or you haven’t felt “ready” yet…
deep down, part of you knows that being
exposed is holding you back.
I can assure you, when you take legal steps,
you feel safe and secure…
and you shift your energy
to feel confident in the online space.
yes! I want to expand my business safely!
My smart investment for these legal answers is:
pay in full $4,997
12 monthly payments of $427
questions about whether the course is right for you?
book a free 20-minute Legal Chat
to get your questions answered.
“Lisa’s guidance and support are invaluable to me as I navigate forward in this health coaching world.”
I gained so much clarity and confidence in the legal aspects of my business through Lisa’s legal course and our conversations. She is a wealth of knowledge and support.
Lisa is simply remarkable and working with her keeps me on a clear path.
Carla Hightower, M.D., M.B.A.
Certified Integrative Health Coach
“I feel like I hit the trifecta with your legal expertise, business insight, and health coaching support!”
Liz Schick MS, PT, LMP, ATC, CSCS, HLC
Physical Therapist, Hand Therapist, Athletic Trainer, Health Coach
frequently asked questions
how does this course work?
You’ll start by watching the classroom-style previously recorded workshop on your own time.
During the workshop, you’ll jot down your questions and book your Power Hour #1
with me to get your 1-on-1 questions answered.
Upon registration, you’ll receive a login and password for the course portal to:
(1) access the recorded workshop and course content.
(2) book your Power Hours.
(3) receive the Zoom link for 6 months of live legal Q&A group calls.
(4) access all of the 7 DIY Legal Master Classes 24/7.
After you’ve implemented some of your steps, you can book your
Power Hour #2 with me to get any further clarification.
how long will I have access to the material?
You will have lifetime access to the workshop recording and DIY Legal Master Classes
Your 2 Power Hours have no expiration date.
You’ll be invited to the live legal Q&A group calls for 6 months
from your date of purchase.
These calls will not be recorded.
does this course include any private one-on-one time with you, Lisa?
Yes! You will receive access to me in two 1-Hour Power Hour phone calls
to ask any legal question that you want.
This is the time for you to ask your questions from the workshop
or receive legal steps regarding any other aspect of your business.
if I’m just starting out online, do I REALLY need all of this now?
When you’re just starting out online is the BEST time to take this course and learn how to reduce your risk so you protect yourself from the outset and set yourself up properly from the start.
Here’s why:
(true story)
I recently had a doctor reach out. She was creating an online course. She had already recorded 60 (yes 60!) videos. She made a huge error about her title and course name in every single video
– and she had to correct each one.
If she had come to me BEFORE creating her online course, she wouldn’t have wasted hours of time,
thousands of dollars, and so much effort in front of the camera recording her videos.
do I need this course if I already have talked with you in a previous Power Hour?
If you’ve talked with me in the past or already have a few legal steps in place – kudos to you!
However, as you’ve probably realized it is EXTREMELY difficult to cover all that you need to know
in 1 single Power Hour…so that’s why we’ve created this course.
This course is the best way to dive deep, learn quickly,
and create your profitable business profile in a way that can work with your budget (not against it!), without having to come back to me over and over for more information as you grow.
why shouldn’t I just go to my family’s lawyer down the street?
I’m one of very few lawyers in the country who was a former health care lawyer
in a large corporate law firm working with hospitals and medical practitioners
AND
who’s a health coach and life coach myself
trained through the Institute for Integrative Nutrition and CoachU with 10 years in the online space.
Over the past decade, I have worked with (literally) hundreds of licensed medical practitioners
who have asked about all of the legalities with taking your practice online.
I’ve helped them learn how to run their practices and reach more clients… and here’s the key!…
without putting themselves or their licenses at risk.
I truly understand the legal issues and risks that you’re facing in this post-pandemic world where you want more flexibility in how you work, but you want to do it the right way.
if I take this course, does it make you my lawyer?
No. This course is not legal advice and does not create an attorney-client relationship between me and you.
It’s a group course with legal information designed for all licensed practitioners at a fraction of the cost than if you worked 1-on-1 with a lawyer to teach you all of this information.
Law varies by location and is constantly changing.
There are times when I recommend working with a local attorney as well.
can I get a refund if I change my mind?
Because this content is carefully curated,
viewable most of it is immediately available to you online,
we apologize that there are no refunds available for this course.
does this course apply to me if I am located outside the US?
This course is created with US-based licensed medical practitioners in mind.
Much of the course content could still apply to you if you’re outside the US, and it will save you time and money knowing the issues to be focused on to reduce your legal risk and includes legal templates.
We always recommend that you speak with a local attorney to make sure
you’re complying with your country, state/province, and local laws.
“Lisa has brought me peace of mind and freedom to grow my business with confidence and legal clarity.“
She explained the law in clear terms and has allowed me the space and freedom to feel confident in having a sound legal structure for my businesses.
I have grown my therapy business from a part-time mental health practice to a full-time business earning 6 figures. I also recently incorporated a brand new separate life coaching business as an S-Corp thanks to Lisa’s support and guidance.
Lisa’s DIY documents, podcast, book and more have allowed me the room to grow my business with confidence & clarity. I consider Lisa to be an indispensable member of my team and I am so very fortunate to have found her.
Jan Marie Ramos, LCSW
Therapist & Life Coach, founder of Jan Marie Inc. & Naples Oceanside Wellness
“Utilizing Lisa’s DIY templates within my biz has been THE reason why I have been able to move forward.”
I had not felt safe to pursue the ideas and ventures that have been in my heart and on my mind UNTIL finding and receiving the kind of protection and support that Lisa offers.
It has given me the permission to embrace and claim my own genius and use it as a catapulting force within my life! Thank you Lisa for pursuing your Zone of Genius and sharing your Legal Love™!
Alina McGilloway, LMT, CFMT, LE
If we haven’t met yet, it’s great to meet you!
I’m Lisa Fraley, JD, an Attorney, Legal Coach®, Speaker and #1 Best-Selling Author of Easy Legal Steps…That Are Also Good for Your Soul. I’m the host of the “Legally Enlightened” podcast on iTunes.
As a Holistic Lawyer®, I blend my legal expertise as a former health care attorney in a large corporate law firm and the care of a Health Coach through IIN & Life Coach through Coach U to help thousands of heart-centered holistic health practitioners, licensed practitioners, coaches, and entrepreneurs protect their businesses and brands with contracts, disclaimers, trademarks and more.
I share my “Legal Love” through DIY legal templates, online courses, 1:1 services and on stages from British Columbia to the Bellagio – and I’m uniquely known for aligning legal steps with the chakras. My mission is to help small business owners and practitioners understand that the law can be accessible, empowering, loving, and even spiritual. I graduated from Case Western Reserve School of Law with a concentration in health law and I hold a Certificate in Sustainable Business Strategy from Harvard Business School Online.