Educational Advocates & IEP Consultants

Educational Advocates & IEP Consultants: Starter Guide & Checklist

An advocate levels the table at IEP meetings. An attorney is for legal escalation. This checklist helps you pick the right help at the right time.

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Questions specific to this provider type

  • Confirm whether you need an advocate or a special-education attorney

  • Ask for their experience with your specific district

  • Confirm hourly rate, meeting attendance fees, and document-review costs

  • Ask for their approach: collaborative first, or immediately adversarial

  • Confirm they will review the full file before the meeting

Verify the provider

  • Confirm credentials and state licensure (SLP, OT/PT, BCBA, special-ed certification)

  • Ask how many students with your child's profile they currently serve

  • Request the evaluation or intake process in writing

  • Confirm background-check and supervision policy for all staff

  • Ask for two references from families with similar needs

Program fit

  • Confirm session length, frequency, and setting (clinic, school, home, teletherapy)

  • Ask which methodology or curriculum is used and why

  • Confirm how progress is measured and how often it is reported

  • Ask how the provider coordinates with your child's school team and IEP goals

  • Confirm caseload size and whether sessions are individual or group

Cost, insurance & funding

  • Get the full fee schedule in writing, including evaluations and reports

  • Ask whether they bill insurance, Medicaid, or are private-pay only

  • Ask about district-funded placement or reimbursement options

  • Check state special-needs scholarships or ESA eligibility

  • Confirm cancellation, make-up, and no-show policy

First 90 days

  • Set 2–3 measurable goals with the provider in writing

  • Schedule a 30-day and 90-day progress review

  • Share the current IEP or 504 plan and most recent evaluation

  • Ask what to practice at home between sessions

  • Keep a dated log of sessions, progress, and concerns

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