Special education intake that captures IEP denial history up front
Ask whether the student attends a U.S. public school, whether the person filing has legal authority over education decisions, and whether the school has denied or delayed services — then collect IEP or 504 paperwork before a consultation is booked.
The exact intake your special education and iep leads complete
This is the real 7-question guided intake for Special Education and IEP — the same flow your customers finish before you ever pick up the phone.
What a qualified special education and iep lead should tell you
Legal help for parents pursuing IEP or 504 services when a U.S. public school has denied, delayed, or failed to implement the special education supports a student is entitled to.
- Student In U.S. Public
- Student’S Parent/Guardian, Or Have
- Issue About Special Education
- School Denied, Delayed, Reduced,
- Student Had Major Problems
- This Problem Happened Within
- Already Asked School In
The questions your team needs answered
Every special education and iep intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the student currently in a U.S. public school (including a charter school)? | Confirms the student is in a public or charter school, since IDEA and 504 obligations attach differently for private or homeschool students. |
| Are you the student’s parent/guardian, or do you have legal authority to make education decisions for the student? | Confirms the person filing actually has legal authority to make education decisions and retain counsel for the student. |
| Is the issue about special education services, an IEP, a 504 plan, evaluations, or school accommodations? | Confirms the dispute is genuinely a special education, IEP, 504, or accommodations matter rather than an unrelated school complaint. |
| Has the school denied, delayed, reduced, or failed to provide services or supports the student needs? | Identifies whether the school actually failed an obligation, which is the core fact pattern behind most IEP legal claims. |
| Has the student had major problems at school because of this (for example, falling behind, frequent discipline, suspensions, or not making progress)? | Shows real-world harm to the student, such as regression or discipline, which strengthens the case for pursuing action. |
| Has this problem happened within the last 12 months, or is it still happening now? | Flags whether the problem is still active, helping prioritize matters where timing may affect available remedies. |
| Have you already asked the school in writing for an evaluation, an IEP/504 meeting, or changes to the plan, and the school did not fix the issue? | Shows whether the family already pursued administrative steps with the school, which affects what legal action is still available. |
How Cliont scores special education and iep leads
Every answer is weighted automatically — no manual review required.
Value signals
- Student In U.S. Public: yes
- Student’S Parent/Guardian, Or Have: yes
- Issue About Special Education: yes
- School Denied, Delayed, Reduced,: yes
- Student Had Major Problems: yes
- This Problem Happened Within: yes
See the lead your team receives
Special Education and IEP Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for special education and iep workflows
| Cliont capability | Special Education And IEP application |
|---|---|
| Conditional scoring | Weighs Q002 (parent/legal authority) heavily so leads without decision-making standing surface as lower priority instead of consuming consultation slots. |
| Timeline flagging | Uses Q006 to distinguish problems still happening now from older, resolved issues, helping prioritize matters closer to any relevant deadlines. |
| Document request workflow | Prompts families to upload the current IEP or 504 plan and written correspondence with the school before the consultation is scheduled. |
| Lead routing to CRM | Sends leads scoring high on Q003, Q004, and Q005 (denied services plus documented harm) directly to the CRM tagged for immediate attorney review. |
Common special education and iep lead scenarios
IEP denied, still unresolved
A parent reports the school refused an evaluation or reduced services and the problem is still ongoing. Q004 and Q006 both score high, flagging the matter for priority follow-up.
Private or homeschool student
The student isn't enrolled in a public or charter school, so IDEA obligations may not apply the same way. Q001 carries low weight here, routing the lead as lower fit rather than discarding it.
Grandparent without decision authority
Someone other than the legal guardian submits the intake on the student's behalf. Q002 flags the missing authority, prompting a check before scheduling a consultation.
Suspensions tied to unmet IEP
The student has been repeatedly suspended and the family believes the school ignored IEP accommodations. Q004 and Q005 together push the score toward high priority.
Old complaint, no recent activity
The school issue happened over a year ago and hasn't recurred. Q006 scores this lower, distinguishing a stale grievance from an active dispute worth immediate attention.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More education law intake templates
Special Education and IEP lead-intake FAQs
Does this intake work for private school or homeschool families?
The intake still asks Q001 about public school enrollment, but a 'no' answer scores lower rather than disqualifying the lead outright, since some families need routing to the Charter and Private School Issues or Homeschool Compliance intake instead.
What if the parent hasn't contacted the school in writing yet?
Q007 captures whether the family already requested an evaluation or IEP meeting in writing. A 'no' answer doesn't disqualify the lead, but it signals the matter may need an initial written request before litigation strategy is discussed.
How does the intake separate IEP disputes from 504 plan questions?
Q003 asks directly whether the issue involves special education services, an IEP, a 504 plan, evaluations, or accommodations, so both types of matters flow through this intake rather than needing a separate form for Section 504 Plans.
Can the intake flag ongoing discipline or suspension issues?
Yes. Q005 asks about major school problems like discipline, suspensions, or lack of progress, and combined with Q006 on recency, this surfaces active, higher-stakes matters ahead of older complaints.
What documents get requested before a consultation is booked?
The intake asks for the student's current IEP or 504 plan, written correspondence with the school, and any evaluation or eligibility reports, so your team reviews the paper record before spending time on a call.
What happens if someone other than the parent fills out the form?
Q002 checks whether the person has legal authority over the student's education decisions. A 'no' answer doesn't block submission but flags the lead so your team can confirm standing before scheduling.
Turn special education and iep visitors into qualified cases
Give every special education and iep visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.