Plainly Legal for Marketing Agencies
How Marketing Agencies Can Turn Legal Forms Into a New Revenue Stream (Without Becoming Lawyers)
Running a marketing agency isn’t for the faint of heart. You’re managing client expectations, juggling campaigns, building funnels, optimizing ads, and trying to prove ROI at every turn.
But let’s be honest — that’s just the fun, visible part. Behind the scenes, there’s another reality every agency owner knows too well:
Clients come to you for everything.
They want you to help with branding, content, and campaigns — sure. But they also ask for contracts, disclaimers, or advice about “what their website needs to be legal.”
And if you’re like most agencies, your answer usually sounds something like:
“Uh, let me Google a template for you.”
“You probably need to ask an attorney.”
Or worse… “Don’t worry about it, it’s fine.”
The problem? Those answers are costing you money, trust, and long-term client relationships.
That’s where Plainly Legal comes in — a plug-and-play system that lets agencies provide attorney-approved, fill-in-the-blank legal forms for clients. It’s simple, scalable, and, yes, profitable.
Let’s dive into why this matters, how it works, and how you can turn “boring” contracts into a shiny new revenue stream for your agency.
Why Legal Matters More Than You Think
When a client launches a campaign without the right disclaimers, incomplete terms & conditions or missing privacy policies, it’s not just their business at risk.
It can also reflect poorly on your agency.
Think about it: if a client runs into legal trouble because their website doesn’t have the right disclaimer, who are they going to blame? The lawyer they never hired — or the agency that built the site and should have known better?
That’s the hidden risk most agencies overlook.
And here’s the kicker: clients expect you to have their back on things like this. Even if you’re “just” their marketing partner, they assume you’ll point them in the right direction.
Fail to do that, and you could lose trust — and trust is the currency that keeps clients around.
The Problem With Free Templates
Some agencies try to patch this problem by handing clients a free Google template.
We’ve all done it. The client asks, “Do you have a contract I can use for my freelancer?” and you send over something you found online five years ago.
But here’s the issue: most free templates are outdated, incomplete, or legally invalid. One missing clause could mean thousands of dollars in damages.
And if the client gets burned, you don’t just risk their business — you risk your reputation.
That’s why free templates are worse than nothing. They create a false sense of security.
Attorneys Are Great — But Expensive
The other option is to send clients to an attorney. And to be clear — attorneys are valuable and necessary for complex, custom situations.
But for day-to-day business needs — employment agreements, contractor contracts, disclaimers, NDAs — most clients don’t need $400/hour legal advice. They just need reliable, compliant, attorney-approved documents.
If you always send them to a lawyer, two things happen:
They spend more than they need to — which reflects poorly on you.
You miss out on delivering more value — and potential revenue.
That’s where Plainly Legal fills the gap.
What Is Plainly Legal?
Plainly Legal is a web-based platform that gives agencies access to attorney-approved, fill-in-the-blank legal forms, valid in all 50 U.S. states.
Here’s what makes it agency-friendly:
No law degree required: Just fill in the blanks.
Attorney-approved: Real lawyers created, reviews, and updates every form.
Comprehensive library: From website disclaimers to employee contracts and independent contractor agreements, there are 30+ forms available.
Always up-to-date: No more outdated templates floating around your Google Drive and customizable for each client.
It’s basically like having a lawyer on staff — without the staff meetings or hourly rates.
How Agencies Can Use Plainly Legal
Here’s where it gets exciting.
Plainly Legal isn’t just a safety net for your clients — it’s a new revenue stream for your agency.
Here are a few ways to use it:
1. Add-On Service Packages
Include legal documents as part of your onboarding package. Example:
Website build → includes an attorney-approved
Income disclaimer
Privacy policy.
Terms & Conditions
GDPR & California State notices
Cease & Desist for Intellectual Property infringement
Public Relation releases
Marketing retainer → includes an NDA or contractor agreement.
You can either bundle it into your fees or charge as an add-on service.
2. Upsell Opportunities
When a client hires a freelancer, bring up the importance of contracts. When they add employees, recommend proper agreements. Each scenario becomes an opportunity to upsell them with a ready-made, attorney-approved form.
3. Retention Play
Clients who feel protected stay longer. Offering legal forms as part of your service shows you’re not just chasing clicks — you’re protecting their business. That kind of trust is sticky.
4. “Done-for-You Business Kits”
Package marketing + legal basics into one streamlined offer. Imagine delivering a client’s brand, website, launch campaign, and legal essentials in one bundle. That’s next-level value.
Why Agencies Love It
Agencies using Plainly Legal report three big wins:
Extra Revenue: Turn compliance into cash flow.
Client Trust: Clients see you as a more complete, professional partner.
Differentiation: Stand out from other agencies who only “do marketing.”
You stop being just a vendor and start being a trusted advisor.
Addressing the Objections
Now, you might be thinking…
“But I’m not a lawyer. Can I really offer this?”
Yes. That’s the whole point. Plainly Legal was designed so agencies can provide attorney-approved forms without needing legal expertise.
“What if my clients have complex legal issues?”
That’s when you refer them to an attorney. Plainly Legal doesn’t replace lawyers; it handles the everyday stuff. Think of it as “phase one legal protection.”
“What if my clients don’t want it?”
Many will be relieved. They’re already worried about this legal stuff but don’t know where to start. Offering them a trusted, affordable option makes you look like a hero.
The Revenue Math
Let’s talk numbers.
Imagine you serve 20 clients. Even if only half of them buy a legal add-on worth $500, that’s $5,000 in extra revenue with almost no extra work.
Scale that across a year, across your entire client base, and you’re looking at the possibility of tens of thousands in additional income.
And that’s before considering the retention boost. Keeping just one extra client for an additional 6 months could cover your entire Plainly Legal subscription — and then some.
The Secret Advantage: Positioning
Beyond money, there’s a positioning advantage.
Most agencies pitch growth: “We’ll get you more leads, more sales, more visibility.” That’s great — but it also makes you one of many.
When you can say, “We don’t just grow your business; we protect it too,” you instantly stand out.
You’re not just a service provider. You’re a partner who has your client’s back on every front.
That’s powerful.
Getting Started Is Simple
Here’s the best part: Plainly Legal is plug-and-play. No training. No steep learning curve. Just log in, pick the form you need, fill in the blanks, and you're done.
You can start offering attorney-approved legal documents the same day you sign up.
Final Thoughts
Marketing agencies thrive when they add value, build trust, and create scalable revenue streams.
Plainly Legal lets you do all three — without becoming a lawyer, without extra overhead, and without complicating your operations.
Clients get the protection they need.
You get the revenue and retention you want.
Everyone gets peace of mind.
The agencies that adopt tools like this aren’t just chasing trends. They’re building lasting businesses with sticky client relationships and new profit centers.
The only question is: will your agency be one of them?
👉 Take the quiz to see if Plainly Legal is right for your agency
