Document Information

We know education documents can be overwhelming.  Documents are an important factor in our ability to assess, advocate and litigate education matters.  We work primarily with electronic documents, when possible.

Prior to consultation, we ask for necessary documents for our attorneys to review and assess your matter.  Our attorneys review these before your consultation so that your consultation time can be spent discussing your case.  The paralegal or records clerk will send you an email with a list of the documents we will need for your particular matter.

These can be provided via fax (919.629.8816), email ([email protected]) or Dropbox.  A Dropbox link will be sent to you.  Dropbox is our preferred method of receiving documents, whenever possible.

Some guidelines:

  • We request documents in either PDF or Word format (no JPEGs).
  • We request documents without notes or writing, as we may need documents to provide for legal proceedings.
  • We request documents as a whole instead of individual pages. If an IEP document is 15 pages, please put all 15 pages in one document rather than sending us 15 separate pages.

For information about providing documents in PDF format and about uploading documents to Dropbox, see below.

Document FAQs

  1. What if I cannot provide electronic version of documents?

You may either mail or bring documents to our office prior to the consultation.  Please contact our office to discuss these options.  The main issue is timing.  If you mail documents to our office, you will need to allow enough time for our office to receive and review these documents.

  1. Why do you prefer electronic versions of documents?

There are several reasons we request electronic documents. 1) This is usually the fastest way clients can provide documents to us.  2) Because of the vast amount of documents associated with education law matters, we are primarily a paperless office to save physical space.  We do use/print some documents.  3) We may eventually need to share documents with other people including expert witnesses, service providers, opposing attorneys.  Prior to sharing documents with anyone else, we will obtain a release from you.

  1. What if I do not have the documents you are requesting?

Please let us know if you do not have some or all of the documents.  We may be able to have a consultation without some/all documents and/or we may be able to help you obtain the documents.

  1. What if I have written on the documents?

If you do not have another version of the document, provide us with the documents you do have.  Documents with writing are “work product” and can be useful.  However, we may likely need to follow up with getting clean copies of the documents for legal purposes.

  1. Can I forward emails to you?

We ask that you not forward emails to us.  Emails are often important documents for education law matters.  You can convert emails to PDFs and share the documents as PDFs. You can find information about converting email to PDFs below.

  1. What if I don’t have a scanner or fax machine?

We sometimes use a free phone application called “Tiny Scanner.”  There are many of these programs available for smart phones.  Make sure if you are using a scanning app program that you scan all of the pages of a document into one document instead of sending us individual pages.  Most of these apps allow you to scan in batches so that all pages of a document can be scanned together.

Uploading Documents to Dropbox

  1. Sign in to the Dropbox website. If you do not have an account, you will need to create one.  It is free and quick to do.
  2. Our office will send you a link to your Dropbox folder. Click on the link sent via email.
  3. In the top right of screen, sign in to Dropbox.
  4. In the top right of screen, click on the Download icon.  This will allow you two options:  1) Direct Download or 2) Save to my Dropbox
  5. Select Save to my Dropbox.
  6. This will bring up a message box confirming you want to save the shared folder to your Dropbox. Select Save.  This will add the shared folder to your Dropbox.  Note – as an alternative, you can select “Direct Download” and this will save to your hard drive (wherever your downloads are saved to – it will likely be a zipped folder and you will need to unzip it).
  7. To provide documents to us, you can select “upload files” (on right side of screen). You can then select the documents you want to upload.  That will go to the shared Dropbox folder and we can access these.
  8. Dropbox has useful features which allow users to provide comments to documents.  This is often useful in legal work.  Your information and input about documents is valuable to us.

Convert Email and Documents to PDF

Rather than forwarding email to us, you can convert to PDF.  The way it is done varies among email clients but is similar.  In Gmail, in the top right inside an email there is an arrow pointing down with more options.  Click on the arrow.  Select “print.”  When the print options/menu come up, change the destination from a printer to Save as PDF option.  This will allow you to choose the location and name of the document and will then save that email as a PDF.  This “print to PDF” works for many other programs beyond email.  If you have a JPEG or other document you would like to provide to us, you can use this feature to save documents as PDFs.