Your intake process is either protecting your business or quietly setting you up for headaches, chargebacks, and “I thought you were going to…” arguments later. In this episode of eLegal Radio, Dr. Shena Dixon Mason, Esq.—America’s favorite attorney, revenue strategist, and small‑business bodyguard—breaks down how a real client intake and consent form should work inside a coaching or consulting practice. You’ll learn what to include beyond just name and email, how to define what you do and don’t do, how you’ll use and store client information, and the key disclosures that protect both you and your clients before the first session even starts. By the end, you’ll have a simple checklist you can use to upgrade your intake this week so it matches the level of impact and income you’re actually building. To go deeper and get support as you implement, join the community at www.audiobookschool.com.
