Simplifying Legal For Coaches & Consultants

Simplifying Legal For Coaches + Consultants

Your relationships are critical to your business. Get the legal side handled.

Tailored to your small business:

  • Business & Strategy Consultants
  • Executive & Leadership Coaches
  • Marketing & Creative Consultants
  • Educational Consultants
  • Speakers & Trainers
  • Life Coaches

Protect your business and relationships

Legal That Works for Your Business

There’s no one way to run a coaching or consulting business. You may work one-on-one with clients, consult with companies, lead trainings, speak at events, develop programs, or build a team.

Whatever your business looks like, there are legal details that come with it. We can help you handle everything from contracts and website policies to intellectual property, programs, and the other legal involved in running your business.

Ready to tackle your legal?

Book a time to talk to us

Legal Services

Contracts

  • Client Agreements: Agreements for coaching, consulting, training, and other client services.
  • Master Service Agreements & Statements of Work: Agreements for ongoing consulting relationships and project-based work, including services, deliverables, timelines, and fees.
  • Group Program Agreements: Agreements for group coaching, masterminds, training programs, and other group-based services.
  • Contract Review & Negotiation: Review and negotiation of client, vendor, collaboration, and other agreements you've been asked to sign.
  • Collaborations Agreements: Agreements for joint programs, workshops, speaking engagements, referral relationships, and other business collaborations.
  • AI Policies: Policies for the use of AI in client work, including confidential information, client data, intellectual property, content and deliverables, and use of AI by employees and contractors.

Intellectual Property

  • Trademarks: Trademark searches, applications, and registrations for business names, brands, programs, services, and other branded offerings.
  • Copyrights: Copyright registration for written content, courses, training materials, presentations, videos, and other original work.
  • Licensing: Licensing agreements covering the use of copyrighted content, trademarks, training materials, and other intellectual property.
  • Certification Programs: Training program policies and certification terms addressing eligibility, requirements, use of credentials and trademarks, renewals, and other program terms.

Website Policies

  • Privacy Policies: Privacy policies based on how your website collects and uses information, including email marketing, analytics, online forms, ecommerce, and other third-party services.
  • Terms of Use: Website terms addressing use of your site and content, intellectual property, user submissions, and other terms specific to your business.
  • Purchase Policies: Policies for coaching programs, consulting packages, courses, memberships, digital products, and other online purchases.
  • Disclaimers: Disclaimers for coaching, educational, professional, and other informational content.

ECommerce

  • Courses, Memberships & Digital Products: Purchase policies for courses, memberships, templates, downloads, and other digital offerings, including payment terms, renewals, cancellations, refunds, and access.
  • Affiliate Program Terms: Terms for affiliate programs addressing commissions, payouts, promotional activities, intellectual property, and disclosures.
  • FTC Guidance: Guidance on endorsements, testimonials, affiliate marketing, and other disclosure requirements.

Coachmarkable®

Ready to trademark your coaching or consulting brand?

Coachmarkable® is our trademark search and application service created for coaches and consultants.
Inquire About Your Trademark Here

Legal Strategy & Planning for Small Business Owners

Strategy Sessions

Sometimes, you just have questions.

Strategy Sessions give us 30 minutes to focus on the legal questions you want to discuss, including:

  • Client and contract questions
  • New services and programs
  • Courses, memberships, and group programs
  • Copyrights and trademarks
  • Website policies
  • Hiring employees or independent contractors
  • Collaborations and licensing
  • Strategy Sessions are $375 and are conducted via Zoom or phone.
Schedule a Consultation

Remember LISS

Legal Is Simple Seriously

(Big thanks to my parents for giving me a last name that could also be used as an acronym to capture my legal philosophy.)

Danielle Liss, Esq.

Running a small business often means you’re handling many moving parts. From creating products and providing services to dealing with customers to handling all of the operational tasks, you’ve got a lot on your plate.

As a small business owner herself, Danielle knows this struggle all too well.

Danielle and the Liss Legal team have extensive experience working with small businesses of all sizes, from startups to those making 8 figures. We handle the legal details so you have time to focus on everything else.

Want to discuss your legal needs? Let’s talk!

Simplifying Legal Articles

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