Welcome to Your 1:1 Client Portal

This secure portal houses onboarding materials, templates, policies, and session preparation tools for active clients of The IEP Files™.

Schedule Follow-up Session

Start Here Before Your First Session

Checklist bullets:

A marble desk with a stack of papers, a gold pen, and a gold paperclip in a bright room with a window and white flowers in a vase.

Review Client Expectations

1

Complete Intake Form

2

Submit FERPA Authorization

3

Prepare 3 Priority Concerns

4

A marble table with a beige notebook, a gold pen on top, a black mug, and a purple book. In the background, there are flowers in a glass vase, a lamp, and some stacked books on a dresser.

Client Policies & Boundaries

    • Response time: 2 business days

    • Email only for documentation

    • No voice memos

    • No emergency texts

    • 48-hour reschedule requirement

    • Late cancellation = forfeited session

    • Services must be paid in full prior to delivery

    • 20% late fee after 5 days nonpayment

    • All sales final

  • Refer a parent who completes a service and receive a $25 credit toward one hour of support.

    Credits:

    • Apply to one hour of billed services

    • Are issued after the referred service is completed

    • Expire within 30 days

    • Must be identified at intake to qualify

    Referral credit cannot be applied retroactively.

    • Access valid during active agreement

    • Access revoked at completion or termination

Stack of three notebooks in beige, white, and lavender, with a gold pen resting on white notebook, on a marble table with a gold paperclip on beige notebook in a bright room.

Welcome Kit & Core Documents

IEP Pre-Meeting Checklist

State Compliant Support Guide

Digital Binder Kit

Client Policies + Scope (Quick Guide)

Evaluation Results Checklist

How to Work with Me

Preparing for Your Sessions

A marble countertop with a closed lavender notebook, a beige journal with a gold pen on top, a black coffee mug, and blurred background of a white dresser, a lamp, and a bouquet of white flowers.
A desk with a silver laptop, a beige notebook with a gold pen on top, and a second gray notebook, on a marble surface in a bright room with a blurred background of a vase with white flowers and a window.
A marble tabletop with a beige notebook on top, accompanied by a purple book and a stack of papers, with a gold pen lying beside them. In the background, there is a vase of white flowers and a mirror on a white cabinet near a window with sheer curtains.
Open laptop, two closed notebooks stacked with a gold pen on top, on a white marble desk.

Highlight key sections

Step 1: Before Each Session

Upload documents 48 hours in advance

Step 2: Before Each Session

Implement action steps, Track communication, Save all emails

Step 3: Before Each Session

Identify desired outcome

Step 4: After Each Session
Book My Session

Document Submission Guidelines

File Naming Format

ChildLastName_IEP_2026_Draft.pdf
ChildLastName_Evaluation_2026.pdf

Rules

  • PDF only

  • No screenshots

  • No photos of paper documents

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ADVOCACY RESOURCE LIBRARY

**Coming Soon**

  • Pre/During/Post templates

  • Request letters, developmental peds script

  • Violation matrix template, timeline builder

  • Benchmark guide, graphing instructions

  • Burnout worksheet, Wrightslaw excerpt, meeting scripts

  • A curated list of practical tools that support effective IEP advocacy—organization, documentation, meeting prep, and communication. These are optional recommendations based on what consistently helps families stay prepared and reduce stress. No purchase is required to use The IEP Files™ services.

    Disclosure: Some links may be affiliate links at no additional cost to you.