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The Advocate
Desk
GFT · IEP Services
Active Case
Client Name
School · Grade
● in progress
Casework
Overview
Documents 0
Goal Analysis
Meeting Notes
Action Items
Family
Family Reports
AJ Green, MS, CCC-SLP
President & CEO · GFT
IEP Advocate
Case Overview
Client intake and case snapshot
Saved
Documents
0
Flags
0
Goals
0
Actions
0
Client Info
Child's name Date of birth School / District Grade Disability category
Case Details
IEP date (current) Annual review date Engagement type Primary family concern
Case Notes / Brainstorm
Review & Notes
Strategy Notes
No documents added yet.
Document Analysis — Strategy
What the documents say (summary) Patterns / red flags identified Areas of strength to leverage Questions to raise at the IEP meeting
No goals added.
Proposed Goal Language
Meeting Prep
Live Notes
Meeting Details
Meeting date Location / platform Attendees
Our Priorities
Non-negotiables Preferred outcomes
Talking Points & Scripts
LIVE SESSION
Live notes will appear here
Key decisions made in this meeting
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Findings Summary
IEP Meeting Prep
Post-Meeting Recap
FINDINGS REPORT
Client Name
Prepared by Alexandria Green, MS, CCC-SLP · Green Family Therapies · IEP Advocacy Services
What we reviewed
What we found
Our recommendations
IEP PREP GUIDE
Client Name
What to expect · What to say · What to ask
Prepared by AJ Green · GFT Advocacy Services
What this meeting is about
Talking points
1
2
3
Questions for the school team
POST-MEETING RECAP
Client Name
Meeting date: — · Prepared by AJ Green · GFT Advocacy Services
What happened in the meeting
What the team agreed to
Next steps for the family
Advocate's note
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Home
About
Therapy Services
School Staffing
Classes & Camps
Helpful Info.
Careers
Contact
Give Us a Call
Home
About
Therapy Services
School Staffing
Classes & Camps
Helpful Info.
Careers
Contact
Give Us a Call

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