Legal Information & Strategy Session EducationLawyers.com Step 1 of 6 Let’s prepare for your session. This takes about four minutes. Everything you tell us goes straight to your attorney before your meeting — so we spend that hour on strategy, not paperwork. Who is this session for? My child, under 18I’m a parent or guardian My child, 18 or olderI’m handling this for them — they’re in high school, college, or graduate school MeI’m the student, and I’m 18 or older Someone elseI’m a friend, relative, or advocate helping the student Please choose one so we know who we’re helping. How do we reach you? Enter your own contact details. Below, tell us whose name and email were used for payment. First nameRequired Last nameRequired EmailPlease enter a valid email Mobile phoneRequired Mailing address City State ZIP Whose name and email were used for payment? Select…Mine, as entered aboveSomeone else’sChoose the person whose details appear on the payment receipt. Use the payer’s name and exact email from the payment receipt. Paying does not give someone access to the student’s file. Payer’s first nameRequired Payer’s last nameRequired Email on the payment receiptEnter the exact email from the payment receipt. Payer’s phone optional About the student A few basics so the file is accurate before we look at records. Student’s first nameRequired Student’s last nameRequired Student Date of birthDate of birth is required. Grade this year Because they’re 18 or older, they’re our client. At 18, school records and privacy rights transfer from you to them — so the file is theirs and we’ll need to be able to reach them directly. You stay fully involved: you’ll be added to the file with portal access, and you’re who we’ll work with day to day. Student’s email optionalRequired so we can reach them directly Student’s mobile phoneRequired Your relationship to the student Required Who is the parent or guardian? The file will be under this parent or legal guardian on behalf of the student. We will send the portal invitation to their own email. Parent or guardian’s first nameRequired Parent or guardian’s last nameRequired Parent or guardian’s own emailEnter the parent or guardian’s own email. Parent or guardian’s phone optional Their relationship to the studentSelect…MotherFatherLegal guardianChoose the parent or legal guardian. The parent or legal guardian named above has authorized me to submit these details for them.Please confirm their permission to submit. For a student age 18 or older, our team must confirm their permission before opening the file and sharing access. Your answers will be saved for that review. Where do they go to school? The school and district tell us which rules apply to your situation. School, college, or university Required Can’t find it? Enter it manually → School district or the college / university system State the school is in or where it’s licensed to operateRequired Does the student have an IEP, 504 plan, or college accommodation plan? Yes — IEP Yes — 504 plan Yes — college accommodation planRegistered with the college’s disability or accessibility office No No — but I think one is needed I’m not sure Tell us what happened. In your own words. Don’t worry about legal terms — that’s our job. What’s going on? Please give us a few sentences If this went perfectly, what would that look like? Is anything scheduled or due soon? hearing, meeting, deadline Anyone else we should include? Another parent, a grandparent, an advocate — anyone who should be able to speak with us and see the file. You can skip this. + Add a person Yes — you may contact me by phone, text, and email about this matter, and share it with the people listed above. Please confirm so we know how to reach you. 🔒 This form is private and goes only to your legal team at Montgomery Law Group, PLLC. Thank you — that’s everything we need. Your answers have been received for processing. Our team will confirm your file and next steps. What happens next Your secure portal. Once the file is ready, Clio sends invitations to the approved recipients so they can upload records and message our team. A call from Lynn. She’ll welcome you, answer questions, and schedule your session with the attorney. Your session. We review your records first, meet with you, then send a written summary and recommended next steps. Back Continue
