Document Services at the curbside.
A community-based paralegal practice for the public you already understand.
Build a high-volume, accessibly priced document preparation practice that serves self-represented people in your community. Forms, intake, and routine documents โ done well, priced fairly, scoped ethically.
The people who need help can't afford a lawyer.
The largest underserved legal market in America isn't complex litigation โ it's the everyday paperwork that millions of people need but can't afford to hire an attorney to handle. Wills. Uncontested divorces. LLC formations. Powers of attorney. Small claims filings. Name changes.
These are people who are going to fill out the forms anyway. The question is whether they fill them out alone โ confused, frustrated, often incorrectly โ or whether they have a trained paralegal sitting beside them who knows the documents inside and out.
That's the Curbside practice. Accessible pricing. Community presence. Real help, without crossing the line into legal advice. It's a business you can build in a small office, virtually, or as a mobile service in your area. It's repeatable, predictable, and built on what you already know how to do.
A practice with clear edges and steady demand.
A Service Catalog
A defined set of 5โ8 core services with clear scope, flat pricing, and standardized intake. No mystery quotes. No scope creep. Clients know what they're buying.
Intake That Holds The Line
Voice-first or web-based intake that captures the facts without crossing into advice. Templates and questionnaires that keep you on the document preparation side of the line.
Local Marketing Engine
Google Business Profile, local SEO, community referral networks, and the simple ad approaches that bring nearby clients to you consistently without paid agency help.
Operations That Scale Your Time
Workflow, file management, recordkeeping, and the systems that let you serve more clients without working more hours. Templates compound; manual work doesn't.
Built on the nine-week Founders Cohort foundation, with Curbside-specific modules.
The Line Between Prep and Advice
Where document preparation ends and legal advice begins. UPL rules under Texas law and how to communicate scope to every client.
Service Offering Design
Choosing your service catalog. Which documents, which packages, which price points, which markets to enter first.
Intake Without Crossing The Line
Scripts, forms, and conversation frameworks for gathering facts without giving advice. The discipline that protects the practice.
Pricing And Packaging
Flat-fee structures, bundled packages, payment terms, and how to anchor your value against LegalZoom and competing services.
Local Marketing And Visibility
Google Business Profile, local SEO, community referral building, and low-cost advertising that brings clients in the door.
Workflow And Operations
File management, recordkeeping, calendar discipline, and the operating model that scales your time without scaling your stress.
Ethics In Practice
Real scenarios, real edge cases, and how to handle the moments when a client tries to pull you into advice you can't give.
Launch And First Clients
Going public. Your first paying client. Refining your packages based on real demand. The Johnson Case simulation as a capstone.
UPL clarity isn't a chapter. It's the spine.
In Texas, the line between document preparation and legal advice is the single most important boundary in this work. Cross it, even accidentally, and you put your practice and your clients at risk. Stay inside it with confidence, and you have a business that grows without legal exposure.
Every module in the Curbside curriculum is taught with that line in mind โ not as a warning, but as the structure that lets you operate freely within your scope. You'll know exactly where the lines are. You'll know how to keep your intake, your marketing, and your client conversations on the right side of them.
Is this your lane?
Curbside fits you
- You're a paralegal with form-prep familiarity ready to go independent
- You're a legal secretary with strong organizational and document skills
- You're legal-adjacent (notary, court clerk, claims handler) ready to climb
- You want a community-based practice serving people who need real help
- You're comfortable with consumer marketing and direct client contact
- You want flat-fee, predictable, repeatable services โ not litigation work
Look at the other lane
- You want to provide legal strategy or advice (that's UPL territory)
- You're drawn to substantive litigation and case management work
- You want to serve attorneys as clients rather than consumers
- You're uninterested in local marketing or consumer-facing operations
- You're looking for higher-ticket, lower-volume engagements
Build your Curbside practice this cohort.
Nine weeks of foundational training plus the Curbside-specific modules that take you from cohort to launched practice. Limited Founders Cohort pricing closes at enrollment cap.
Enroll In The Founders Cohort โCohort 01 begins June 9 ยท Cohort 02 follows in late July
