Free 20-Minute Legal Chat Prep Sheet (Original)

Our Free 20 Minute Legal Chat Prep Sheet has moved.

You can find the updated Prep Sheet here!

Full Name

First NameLast Name

City & State

City

State

Country

Phone Number

Format: (000) 000-0000.

E-mail

example@example.com

Website or Landing Page

Business Name

Is your Business an LLC or S-Corp? If so, which one?

If yes, in what state is it registered?

Street Address

Street Address Line 2

State

What state/province is it registered in?

If no, are you thinking about forming an LLC or S-Corp soon?

Who recommended you to us? How did you hear about us?

Are you a: (please check all that apply)

Another type

Are you a licensed or registered practitioner?

Do you have an active license? If so, in which state(s)?

State(s):

Are you a non-licensed holistic nutrition practitioner?

Where did you receive your education, training and/or certifications?

What does your business do and who do you serve?

Do you operate locally, virtually or both?

Which VIRTUAL or ONLINE OFFERS do you have for clients (now or will have in the next 2 months)?

Other

Which IN-PERSON OFFERS do you have for clients (now or will have in the next 2 months)?

Other

Are you currently using any legal documents for your clients, website or team? If so, which ones?

If so, where did you get them?

Do you use any of these marketing tools in your business?

How long have you been in business?

Are you a licensed professional such as a physician, nurse, therapist, chiropractor, registered dietician etc.? What kind of license do you hold? Is it active?

Please check all that apply to your situation so we know a bit more about you:

What is your main legal question? Why are you coming to us right now?

How is not being legally covered holding you back?

What will having the right legal documents or answers do for you?

Legal services are an important investment in your business, but with DIY legal templates or payment plans, legal protection can be more affordable than you may think. When presented with your options, are you prepared to make a financial decision to move forward?

Would you like to receive free legal tips, offers and business insights via email from Lisa?

Your Next Step: Once you hit “submit” below, you will be taken to our calendar to book your free 20-Minute Legal Chat. We look forward to connecting with you!

Please note: Once we receive your information and your Legal Chat booking, if we determine that your questions are straightforward and can be addressed quickly, to save you time, we’ll email you with your next legal step and bypass your Legal Chat.

Here’s to getting legally covered!

With Legal Love™,

Lisa Fraley, JD, CHHC, AADP

Legal Coach®, Attorney, Speaker & #1 Best Selling Author
Lisa Fraley Legal Coach LLC

Easy legal steps for entrepreneurs and small business owners - with lots of Legal Love™.
Get free legal tips, DIY legal templates and online legal courses at lisafraley.com.

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