New Client Intake Process
Consultation · Special Needs Advocacy · Placement
Our Intake Process
Initial Consultation
Our process begins with a free 30-minute phone consultation.
Information Gathering
Our second step is gathering additional information and signing documents.
Client Intake Meeting
We expand upon the information discussed during the initial consultation.
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Start Advocacy
We advocate on your behalf and work with your school district to effect changes.
Initial Consultation
During this free 30-minute virtual consultation, we will obtain more in-depth information about your situation. This session gives you a chance to ask any questions you might have. There is no charge for this call.
Information Gathering
If we decide to move forward together we will:
- Collect additional information and documentation this may include:
- IEPs
- Assessments
- Evaluations
- School Records
- Contact information for all professionals, providers, and instructors who have worked with your student
- Obtain signatures on release forms
- Finalize the consultation contract
Client Intake Meeting
We will:
- Discuss the current situation
- Review the road you’ve traveled with your child
- Identify needs
- Explore realistic strategies
- Develop a plan to obtain appropriate placement and services.
This meeting lasts up to two hours.
Start Advocacy
To get a complete picture of your child, we may:
- Talk to school staff
- Contact people identified during the intake meeting
- Observe the child at school
- Recommend additional assessments or evaluations
We collaborate and consult with you, discuss a range of options and fomalize a specific plan.
We will advocate on your behalf and work with your school district to effect change in your child’s education plan or placement.
– Mary and John