Beyond Protection: Making Client Service Agreements Work for You

Client service agreements should do more than just protect you legally. They can also streamline your processes, set clear expectations, and make your business run more smoothly. In this seminar, we will explore how to design agreements that reflect your workflow, support healthy client relationships, and minimize misunderstandings. You will learn practical tips for aligning your contracts with how you actually deliver services, so they protect your business while also working for you day to day.

We will also discuss how folks can feel confident when having contractual conversations, how they can make the process simple for their clients, and which organizational tools they should consider to support them.

Presenters: Michael Jonas, JD, MBA of Narwhal Law & Business Strategy, and Polly and Oliver of Unlock Collective

Presenter Bios:

Michael Jonas, JD, MBA is the owner of Narwhal Law and Business Strategy, an Oregon Certified Benefit Company. He provides legal and strategic guidance to nonprofits, small businesses, and mission-driven organizations. With a background in law, business, and community leadership, Michael is committed to helping organizations thrive while balancing profit, purpose, and impact.

Unlock Collective is a queer-owned and operated creative design and consulting agency. Co-owners, Polly and Oliver, help small businesses stand out with branding, websites & marketing strategies that embrace what makes them unique. They are dedicated to building a more resilient small business network by creating opportunities for connection through meetups, workshops and regular consulting calls.

Presented in Partnership with Unlock Collective

Cost:

We offer tiered pricing to fit your budget. Please pay what you can.

Words of Ocean Wisdom:

• All attendees must register in advance via Eventbrite for this event.
• Virtual events will take place on Zoom. Each event has its own unique Zoom link. This Zoom link will be available inside the Eventbrite platform prior to the event. Be prepared to login to Eventbrite to access the URL to join us online.
• All virtual events are recorded. If you are unable to attend after registering, you can reach out for a recording of the event.
• Eventbrite, Zoom, Google, and any other platforms that may be used in this process are third parties. We have no control over their terms and conditions or privacy policies. If any platforms we are using are of concern, please reach out to those platforms with questions.
• By attending the event, you agree to be photographed, recorded, and/or filmed. Similarly, by attending, you acknowledge that these media captures may be used for marketing materials.
• Please note that if you share any information you deem confidential in the chat or vocally with the group during the event, it will no longer be considered confidential.
• Any and all information presented during a “Learning with a Porpoise” seminar is deemed to be for educational purposes only. It is not meant to be legal advice nor does it create an attorney-client relationship. Attendees are encouraged to seek legal or other professional advice on their own based on their unique set of facts.
• Narwhal Law and Business Strategy LLC reserves any and all copyright and reproduction rights related to content and/or materials shared with attendees. Content and/or materials may only be used for individual, non-commercial, and informational use. Should attendees wish to use it in ways other than this, they must inquire in writing.