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Simplifying Legal For
Coaches & Consultants
Simplifying Legal For
Coaches + Consultants
Your relationships are critical to your business. Make sure you are protected.
Tailored to your small business:
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Business & Life Coaches
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Corporate Consultants
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Speakers & Trainers
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Educational Consultants
Protect your business and relationships
As a coach or consultant, the relationships you build with your network and clients are the lifeblood of your business.
Your contracts should be the foundation of your coaching or consulting business. We can help you create agreements that reflect your business, your values, and help you maintain boundaries.
Ready to handle legal with a firm that understands the coaching and consulting world?
Book a Consult
Legal Services
Contracts
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Contract Review: Whether it’s an agreement you’ve been using for years or an agreement you received from another party, we have you covered. We can review your contracts to ensure that your business is protected.
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Contract Negotiation: Negotiation is a four-letter word to some people. You don’t have to sign an agreement that doesn’t work for you. We can review the agreement, make suggestions, and help you work with the other party to come to terms that work for everyone.
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Contract Drafting: If you need a brand new agreement drafted, we can assist — client, contractor and employment agreements are all in our wheelhouse. We’ll work with you to determine exactly what you need in your contract.
Website Policies
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Privacy Policies: If you have a website, you need a privacy policy. This document guides your audience on what type of information you collect and how you use it. We have extensive experience drafting GDPR and CCPA-compliant policies for many types of businesses.
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Terms of Use: Many people think their website doesn’t need terms of use because almost no one reads the fine print. Your website’s terms of use are your contract with your audience and define how they can use your site. Let us help you get this handled once and for all.
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Disclaimers: For businesses operated by licensed professionals or are information based, having your disclaimers in order is critical. If you offer information on your website, make sure you have a disclaimer to protect you from liability. Work with us to get your disclaimers in place.
Intellectual Property
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Trademarks: Protect your brand and products with a trademark. We can assist with searches and the registration process. Trademarks represent your brand in commerce, so make sure your product names, logos and all things related to your brand are covered.
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Copyrights: Copyrights protect your expression of ideas — think copy, videos, or photos. We can assist with copyright registrations and infringement claims.
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Licensing: If you are licensing your copyrighted work, make sure you are protected with a licensing agreement
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Certification Programs: Are you using your intellectual property to certify others? Make sure you have the protection you need.
ECommerce
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Ecommerce Policies: Having the right policies in place can help protect your business and may assist with customer disputes. We can help with crafting refund policies, licenses for digital products, money-back guarantee guidelines, and membership site policies.
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Affiliate Program Terms: If you’re working with affiliates to promote your ecommerce business, make sure you have terms that govern your relationship. We’ll help you draft terms that cover key items from payouts to use of intellectual property and everything in between.
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FTC Guidance & Compliance: If you work with affiliates or influencers to promote your products, you need to be aware of the FTC’s guidelines on testimonials and endorsements. We can assist in crafting FTC guidelines and FTC compliance programs for your business.
Coachmarkable ™
Are you ready to protect your brand with a trademark?
We’d like to introduce you to Coachmarkable.
A trademarking service created especially for coaches.
Inquire About Your Trademark Here!
Legal Strategy & Planning for Small Business Owners
Legal Strategy Sessions
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Talk with a lawyer for 30 minutes to discuss your legal strategy.
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Common inquiries include:
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Legal needs when starting a business
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Building a team, either with contractors or employees
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GDPR and CCPA compliance
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Strategy sessions are ideal for anyone seeking customized legal strategy for their business. Whether you’re just starting out or a seasoned veteran of the business world, we can help provide the insight you need.
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All Strategy Sessions are $375 and will be conducted via Zoom or phone.
Simplified Strategic Legal Planning
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A Simplified Strategic Legal Plan will help you gain clarity and plan for your upcoming legal needs. Think of it as a SWOT analysis focused specifically on the legal side of your business. We’ll meet to discuss your business, conduct a review of your legal needs, and give you a written report. We’ll conclude with a meeting to review the report and answer any questions you have.
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Simplified Strategic Legal Plans are perfect for established businesses that want to establish a legal strategy as their business continues to grow.
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All Simplified Strategic Legal Plans are $950. Calls may be conducted via Zoom or phone.
Legal Jumpstart
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Legal Jumpstarts are an opportunity to get a big legal project handled as quickly as possible. It’s a two-day process that typically looks like this:
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Morning of Day 1: We meet for a strategy session to map out exactly what is needed
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The Legal Magic: After we meet, it’s time for that legal magic. We prepare and complete the drafts discussed during the strategy session.
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Day 2: We meet to review and finalize the drafted documents. By the end of Day 2, you will have your finalized documents.
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The Legal Jumpstart is perfect to quickly knock out a legal project, which could include:
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Preparing an agency MSA
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Creating a new client agreement
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Overhauling website policies for the launch of new eCommerce products
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Legal Jumpstarts start at $3,000
Legal Planning Intensives
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If you have a lot of ground to cover on the legal side, let’s do a deep dive into your business and map out all of your needs. Currently, all planning intensives are conducted via Zoom.
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Planning intensives are perfect for established businesses that have significant legal needs and need to send a day mapping their full legal strategy or procedures. This is the best fit for businesses making more than $100,000 and are seeing fast growth in their market, which may have left them unable to engage in significant legal planning in the past.
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Planning intensives are available in full or half days.
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Half-Day Planning Intensives: 3.5 hours (with short breaks as needed) for $1,500
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Full-Day Planning Intensives: Two 3.5 hour blocks with a 1-hour lunch break for $3,000
Schedule a Consultation
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!
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