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I would. You may be in an ethically/legally unsound position if you are doing life coaching with someone who is in therapy. Also, people may have vulnerabilities that would be exacerbated by various suggestions, creating a liability issue for you legally around whether or not they thought it was like a therapeutic intervention. It could be a real nightmare if someone is on a medication regimen for bipolar I and then goes off the medication and gets hospitalized and you didn’t know about it. I don’t know much about the kinds of life coaching training out there, but I would be SUPER clear with potential clients that you’re not a therapist and it’s not a substitute for therapy, and give it to them in writing. Also that you don’t have any legal protection for them or yourself in terms of confidentiality if something goes pear-shaped. You might want to consider having the person sign a release for you to talk to the therapist, should they have one, and find out how to work on goals that are distinct from therapy goals. If you know other successful life coaches, find out if any of them know a good lawyer who knows this area and consult the lawyer.

At the clinic where I worked, we had a two-part intake process. We had quite a number of walk-ins, not many requests for appointments ahead of time. These people were usually in crisis, and we assumed a crisis model during intake, unless it was clear that the issues necessitated long-term therapy.But the way intake worked was that an intern would do the initial interview, and he had a form to fill out (the client did not fill it out), and there were guided questions to lead the intern to elicit the “presenting issue” and the “precipitating event.” The intern would explain upfront to the client that he would be assigning them to a therapist and needed to collect enough information to pair the client up with the most appropriate therapist. This worked reasonably well for the clinic setting. One, the client understood right away that the intern would not be his therapist, and two, the intake form would relieve the intern’s anxiety over conducting the interview session - it gave him a framework to rely on. (The interns were sometimes more anxious than the clients! It takes some time getting used to it.)The intern’s job was to “get the information” so that the assigned therapist had an idea of what the client’s presenting issues were. The crisis model doesn’t focus on past trauma at first; it’s focused on what’s happening in the client’s life right now. Of course, that often reveals past traumas, but it’s not the starting point. It’s way to get there but at the client’s pace.Of course, once assigned to the therapist, at the first session, we would do a quick review with the client to confirm the presenting issue. It was up to us to do that however we did it, but in essence it was a second intake. I’d go over the ‘rules’ of therapy (for lack of a better word), duty to report, confidentiality, payment, etc., to establish the boundaries right from the start. And then start with the presenting issue as I understood it, and let the client take the lead from there.But this was a clinic that assumed a crisis model, which is not as free-form as short or long-term therapy. There is a structure to crisis therapy, and it often comes out that there are underlying issues that caused the crisis, and those clients would be referred to longer term therapy. The crisis would often enough reveal the presence of a personality disorder.

What is something you do in your current position?As a Corporate Legal Secretary - Specialization in Mergers & Acquisitions, Corporate Restructuring – here is my job description and necessary skills.Answer and screen high-volume, multi-line phones for supported attorneys including fielding all calls and conveying messages.Sort, read and annotate incoming mail, email and documents as required - attach appropriate file to facilitate necessary action; accurately determine routing, signatures required, and maintain follow-ups. Organize and coordinate flow of information.Maintain calendar and due dates for lawyers as required; coordinate daily meetings; schedule conference calls; and input time.Prepare and track expense reports and miscellaneous department forms.Arrange business itineraries and coordinate lawyers’ travel arrangements and appointments.Word processing includes composing and revising letters, memos, fax cover sheets and scanning documents.Prepare corporate documents, minutes, opinion letters, audit letters, engagement letters, from various sources (e.g., handwritten notes, tape dictation).Coordinate client intake. Open new matters as requested by attorneys and maintain all relevant records, including electronic files as necessary; submit conflict checks, retrieve and maintain files.What skills do you use now that make you right for this new position?Demonstrated ability to think ahead, be a strong problem-solver and exercise sound business judgment.Highly organized, detail oriented and flexible to take on a multiplicity of responsibilities.Demonstrated ability to take initiative and to function with a high level of independence.Excellent written and oral communication skills, proactive work ethic.Proficient in Microsoft Office applications, Word and Outlook, including calendaring and emails. Demonstrated ability to learn new computer programs quickly.Possess high level of professionalism. Well-developed personal and interpersonal communication skills – known for tactful handling of sensitive confidential matters.Reputation for dependability, honesty, dedication and enthusiasm. Provide premium service to both management and clients.Self-management skills include intuition, balance, positive attitude and flexibility.Experience in managing professional and personal calendars.Consistently present a professional image.Internet and Social Media savvy.Confident, driven and motivated individual to take charge of fast moving operations