ohhh heyyyyyy - starting off with a bundle of fun + savings!  The Business Starter Bundle comes with 4 legal templates: the four legal musts for starting your business.  You’ll receive a Client Agreement and all three website docs -- Terms + Conditions, Privacy Policy and a Website Disclaimer (the three docs you need to protect your website!).  Save $161 by purchasing these as a bundle!

And just because I love to spread legal happiness + protection like confetti, I’m pumped to bring you the Business Pro Bundle. This Bundle comes with 5 templates - the four legal templates from the Starter Bundle -- Client Agreement, Website Terms + Conditions, Privacy Policy and Website Disclaimer PLUS Terms of Use for those who are planning on running group / on-line programs as well as 1:1 programs. This Bundle is a crazy awesome deal saving you over $200 than if you purchased these templates individually (and thousands if you had them customized from a law firm!).

ALWAYS needed when you’re working with a client 1:1 (even if it’s for free!). This document provides clear expectations and guidelines for your work together including payment, what your client can / cannot do with any materials you provide.

Cover your design booty with this Client Agreement that spells out who actually owns the designs once your job is complete. And obvi all the other important legal things such as cost, refunds, expectations + governing law.

If you’re selling an online / group program, this document is for you!  It replaces the client contract and allows you to forgo collecting an actual signature! So long as the potential purchaser has the ability to review all of the terms BEFORE making a purchase, you are good to go. Best practice is to have a check box on the invoice that says “I Agree to the Terms” – link to the terms – and without checking the box, they cannot complete the purchase.

Grab your Terms & Conditions, Privacy Policy (updated per GDPR!) and Website Disclaimer for a discount! See below for full details on each document. Purchase this bundle to save!

All about protecting your liability!  This document tells people who you are and who you are not and makes clear that that all materials on your website is for informational purposes only and is not intended to be a substitute for actual legal, medical, mental health, financial etc. advice. Basically, this will cover your booty if someone takes something you say to heart rather than consulting you privately or an expert in a certain field.
Layman’s terms – get the privacy policy! This has been updated based on GDPR.

This document protects you from copycats! It’s basically a contract between your business and people who visit your website. It tells them what they can and cannot do with any of the copy, images, downloadables, etc. and also has some disclaimer language to protect your from your liability. For the full disclaimer protection, make sure you get the Website Disclaimer document.​​​​​​​

If you collect any information on your site – such as a name and e-mail for a newsletter – a privacy policy is LEGALLY REQUIRED in many places – especially with the GDPR, so jump on this! And not just any privacy policy – a privacy policy that includes very specific provisions that adhere to specific laws. There are various state, federal and international laws that have clear rules on privacy policies, and as the Internet is literally the World Wide Web, visitors from all over the world are likely visiting your site subjecting you to the rules of that location.

Layman’s terms – get the privacy policy! This has been updated based on GDPR.

Are you looking to expand your team with a contractor?  This is someone who may have their own business and is helping you out such as a Virtual Assistant or Online Business Manager.  This person is NOT an employee.  This agreement will make clear the relationship between the parties as well as payment so everything is crystal clear from the get-go!

Are you launching a program and considering having affiliates and offering commission? This Agreement will provide how the affiliate relationship will work, how the affiliate can earn the commission, and when the affiliate can expect to receive the commission.  You definitely want to make sure you have the terms in writing so the relationship is clear from the beginning!

Grab a testimonial from a current / former client but make sure you have their written permission to use their glowing review with this handy-dandy contract!

If you plan on sharing private information with someone outside of your business (potential partner, investor, etc.), this document will make clear that any information shared is to be kept confidential and cannot be shared with anyone else. This Agreement can help you rest easy at night knowing this information is safely guarded.

If you’re hosting a retreat, you want to make sure you’re telling people what comes with the package as well as making sure you don’t get sued if someone gets injured on your trip. This document includes a liability waiver as well as a media release so you can take pictures and video for promotional purposes.

*Note: you should have a local lawyer review to make sure you’re complying with local travel laws.

If you plan on having a retreat, gathering or in-person event, you want to make sure the attendees sign a liability waiver in case they fall down or get injured!  This document makes sure that they won’t come after you if something does happen.

If you plan on using a client’s photo / video / testimonial in your business, you need their consent to do so. This easy to follow document will protect you as well as grant the client the peace of mind that you are not invading their privacy (eeks!).

Are you hosting an event where you will have speakers? Or are you attending an event as a speaker and the host didn’t have a contract? Grab this document to make sure that you’re covered.  You definitely want clarity around payment, schedules + requirements.

If you’re going to have an event with sponsors, you want to make sure that you have a contract that spells out the relationship between you and the sponsor. This will include payment terms, payment plans, and what service(s) the sponsor will offer / what perks the sponsors receive.

Are you going to have interns this season helping out your biz? Technically, interns are considered temporary employees and therefore must either be paid minimum wage or receive academic credit from their academic institution. So this document will discuss the payment or educational credit as well as making clear that any information the intern learns during their time with you, such as private client information, remains confidential.

Are you thinking of hiring an employee? LOTS you need to know! You will now be responsible for setting up payroll, worker’s compensation insurance and potentially their health benefits. This offer letter will describe their job description, salary and protect your Company’s confidential information.  Just as an FYI, most U.S. states hold that employees are “at will”, meaning they can quit or be fired for any legal reason.  When hiring an employee, you really should make sure you work with a local lawyer to discuss all the nuances of the relationship as laws vary state to state and sometimes even by city.

Did someone steal your program?  Are they now selling it as their own?  Unfortunately, this happens … a lot. This Cease & Desist letter template will give you the language you need to demand they stop!

Do you have a client that can’t make their full payment? This document will allow you to set up an extended payment plan for them. It’s a win-win: you still get paid for your work and they have the ability to spread out their payments if times get tough. This document will act as an attachment to the original Client Agreement the client signs, so all other terms remain the same.Layman’s terms – get the privacy policy! This has been updated based on GDPR.