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.
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:
Working with Lisa was truly a joyful experience! 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. 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 – thank you, Lisa!
I told my husband “She was just like me, but a lawyer!”
I don’t think I would have found the words “legal clarity” on my own prior to working with Lisa, but that’s how I feel now. 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’ll definitely be coming back for any legal questions in the future.
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.
be together with 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.
- be together with 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.
what’s included:
3-hour live group workshop on
friday, november 4, 2022
12 pm – 3 pm ET
A classroom-style workshop that is jam-packed
with information.
You’ll want to carve out time to come with
your full attention to listen, learn, take notes,
and jot down your questions to ask Lisa in your Power Hours.
This is not a 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 the right legal documents to use
to save you time, stress and struggle.
There will be a 15-minute break.
The workshop will be recorded.
(uninflated value: $1,500)
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 to use
(and where to get them)
Workshop agenda
and more.
(uninflated value: $497)
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 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)
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: $3,788
impact on your business growth
and peace of mind:
priceless
yes! I want to expand my business safely!
My smart investment for this course is:
pay in full $2,497
6 monthly payments of $417
She 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 don’ts 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!
She was completely tuned in through the entire process, saved me thousands of dollars, understood my unique needs and helped me negotiate a beautiful deal. She is a rare and special combination of both experienced, savvy lawyer and brilliant coach.
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, client notes, intake forms)
how to avoid investigations,
penalties and lawsuits
5 profitable business models
to expand your practice safely
(Understanding the 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!
Lisa takes the time to step-by-step walk you through what the legal language actually means and the importance of it. 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.
I feel so much calmer now and completely clear on what to do next.
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. In working with Lisa, 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. Thanks a ton, Lisa!
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 this course is:
pay in full $2,497
6 monthly payments of $417
I gained so much clarity and confidence in the legal aspects of my business through Lisa. She is a wealth of knowledge and support and is simply remarkable. Working with her keeps me on a clear path.
frequently asked questions
how does this course work?
You’ll start with the live group 3-hour classroom-style workshop on
Friday November 4, 2022
at
12pm – 3 pm ET
11 am – 2 pm CT
10 am – 1 pm MT
9 am – 12 pm PT
This workshop will be recorded so you can refer back to any time.
During the workshop, you’ll jot down your questions and book your
Power Hour #1 with Lisa to get your 1-on-1 questions answered.
You’ll be able to access all of the 7 DIY Legal Master Classes
24/7 through the course portal.
After you’ve implemented some of your steps, you can book your
Power Hour #2 with Lisa to get any further clarification.
You’ll receive a login and password to the course portal
to access the course content and book your Power Hours.
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.
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?
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 we 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 and 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.
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.
Utilizing Lisa’s DIY templates within my biz has been THE reason why I have been able to move forward with the ideas and ventures that have been in my heart and on my mind for so long.
I had not felt safe to pursue anything 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™!
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.
