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LEGAL SERVICES

Our services are tailored to meet the protection and growth needs of consultants, coaches, and expert services providers.

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CLIENT CONTRACTS

Your client contract sets the standard for your client experience - it’s the one document you should never operate without. We craft high-level, tailored contracts that establish clear policies, protect your intellectual property, and account for potential challenges so you can focus on delivering exceptional service without legal uncertainty.

Learn more about our approach to client contracts before booking a call.

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TRADEMARK FILING

Your brand is your reputation; protecting it is just as important as building it. In an industry where consultants might share similar approaches, your brand sets you apart. We help you secure trademarks that safeguard your unique identity, ensuring you stand out both online and in your industry. Whether you’re protecting your business identity or the name of a certification program or signature method, we help you make sure your unique brand legally belongs to you.

SCHEDULE A COMPLIMENTARY CONSULTATION TO DISCUSS YOUR NEEDS

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DRAFTING & REVIEW

We draft and review a variety of contracts that come up in your consulting journey so you're aware of risks and understand how you're protected when you're collaborating with other consultants, accepting a speaking engagement, partnering with agencies, licensing your expertise, and structuring certification programs.

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INTELLECTUAL PROPERTY

Your expertise is your greatest asset as a consultant. Whether you’re working with clients, collaborating with partners, sharing your frameworks with your team, or presenting to large audiences, we ensure your signature methods and materials are legally protected so you can share your work without fear of misuse or another person claiming what you've created.

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CA EMPLOYER COMPLIANCE

Building a team for your California-based agency comes with strict legal requirements, from properly classifying contractors vs. employees to maintaining compliant policies. We help you establish the right documents, policies, and structure to protect your team through onboarding, daily operations, and offboarding so legal risks don't keep your agency from growing.

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