Work Decoded — Consultant Post-Session Feedback

Consultant Post-Session Feedback

Client intake summary

The client's own answers from the intake form.

Client

Name—

Session #—

Email—

Phone—

State—

Age 40+—

Employment

Employer—

Job title—

Industry—

Status—

Union member—

Workplace situation

Primary issue—

Urgency—

Legal & HR context

Spoke with HR—

On PIP—

PIP timeline—

Documenting—

Attorney—

Prior HR/legal action—

Legal categories flagged

Client's desired outcomes

Notes from client

Complete this form after each client session. Your notes help us provide continuity of care and flag any follow-up actions needed. All fields marked with * are required.

Session Identification

Your Email*

Must match your consultant account email

Session Outcome

Session Status*

Client Emotional State

Your workplace situation

Please tell us about your situation in detail*

0 / 2,000

This may be shared with the client or referenced in future sessions

Guidance Provided

0 / 1,500

Private Consultant Notes

0 / 1,500

These notes are private and will not be shared with the client

Risk Assessment

Risk Flags (select all that apply)

Follow-Up

Is follow-up needed?

No follow-up needed

Follow-Up Needed*

Follow-Up Due Date

Follow-Up Notes

0 / 500

Consultant Recommendation

Would a different consultant be a better fit for this client?

No — I'm a good fit

Reason / Suggested Consultant