"Client intake" refers to the process through which a special education advocate gathers information from potential clients at the beginning of representation. This initial step is crucial for establishing a strong working relationship and understanding the details of the client's needs. Unit 3 will focus on the client intake and explain:

• Initial Contact by the Client
• Obtain Basic Information
• Understand the Nature of the Issue
• Determine Any Conflicts of Interest
• Set Up an Initial Consultation with the Client
• Documentation Review
• Determine Special Education Eligibility
• Write an Engagement Letter or Agreement
• Gather More Detailed Information
• Strategy Development
• Communication with the School District
• Provide Ongoing Updates

Unit 3 will then provide you with an actual Client Intake Form specific to special education advocates. We conclude Unit 3 with a discussion on making a good first impression as a special education advocate, as this is crucial in building positive relationships with students, their families, school staff, and other stakeholders.

If you have registered for this course, you can login on this page to access UNIT  #3.

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