DIY Client Agreement – a contract that spells out your client policies for your 1-on-1 clients so they show up on time and pay you! (NOTE – this is not for group programs, online courses or combo programs).

DIY Mini-Disclaimer – a short disclaimer to protect your PDFs and social media pages.

DIY Privacy Policy –  a GDPR- compliant privacy policy detailing how you’ll keep website visitors’ personal information safe & confidential. This policy is required for many countries, and even some US states, and necessary for social media ads.

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 explain each section, and you’ll easily see where to fill in the blanks for your business.

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.

“Having a solid legal foundation with the right documents lets me build my business with confidence, eliminates anxiety and allows me to focus on supporting my clients.”

It is difficult to bring your best self to your clients if you’re concerned that you’re not legally covered. Just like building the foundation of trust and rapport with clients, building your legal foundation is essential to optimal functioning, personally and professionally.

I’m just so grateful for you, Lisa. You really understand our industry. I don’t know what I would do without you!

“Lisa’s energy and positivity are infectious and her intelligence and commitment to legally protecting people and their businesses is like nothing I have ever seen.”

I purchased one of Lisa’s DIY legal templates. At first, I was hesitant because even though I knew the purchase included a guided audio, I was concerned that it would be complicated, boring or time consuming to create. I was completely and totally wrong! Listening to the audio and adding my own details to the legal document was a JOY. I was sincerely surprised. Not only was it easy, but I felt my business being completely taken care of in the most positive, direct, simple and respectful way.

Lisa infused into the document, the audio and all the materials she provided with great care, love and integrity. I am deeply grateful and cannot recommend working with Lisa more highly. I have worked with her as a direct client and now as an online consumer of her DIY products.

She is a true gem. If you are a spiritually minded, socially conscious person, there is no other lawyer or legal coach on the planet more skilled to help than Lisa.

“I don’t have to worry about clients missing payments anymore!”

I used to struggle with clients who didn’t pay me on time and it caused me a lot of stress. Having a Client Agreement makes me more comfortable drawing boundaries with my clients and stepping into a strong leadership role as their health coach.

“Lisa broke down the legal language in steps I could easily understand.”

I felt secure that because Lisa was a Health Coach herself, so she understands what I need for my online business. I feel confident that I am protected in my business.

“As a Nurse Practitioner transitioning to Coaching, I am so thankful that I gave myself the gift of Lisa’s expertise!“

Thank you, thank you! The legal parts are all very clear and now I am able to proceed. I presented my edited DIY Client Agreement to 2 different clients with such confidence, and I felt so good because we all know where we stand based on what’s written in the Agreement. It was SO NICE to have my expectations, price, cancellation/no show policy, and more all written out. THANK you for creating these templates, the Legal Starter Kit, Functional Medicine Power Hour, and DIY Legal Master Class on “How Not to Make Medical Claims”. I’m sure I’ll be purchasing more Master Classes soon. All of these legal steps have been such a game changer for me! I am so thankful for you and your team!