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Section 09 · Working with Advocates

Accepting support requests

How to handle incoming support requests from families, what to look for, how to respond, and how to decide which cases to take on.

For Advocates
Updated 8 May 20262 min readReviewed by SENVault Team

After reading this article you can

  • Review an incoming support request
  • Respond to accept, request more information, or decline
  • Set your capacity and manage incoming demand

When a family sends you a support request, you will receive a notification. The request includes the family's message and basic information about their situation. You have the option to accept, request more information, or decline.

Reviewing a support request

From your Advocate dashboard, open the Requests tab. Each request shows:

  • The family's message
  • Their child's age and the stage they are at
  • What kind of support they are looking for

Read the request carefully before responding. Consider:

  • Is this a case type I have experience with?
  • Do I have capacity to take this on?
  • Is there a potential conflict of interest?
  • Is the family's situation something I can genuinely help with?

Responding to a request

Accepting: if you are ready to take on the case, accept the request. This opens a message thread with the family and activates the connection.

Requesting more information: if you need more context before deciding, send a message asking specific questions. This does not commit you to accepting.

Declining: if you cannot take on this case, decline with a brief explanation. Where possible, suggest where else the family might seek support (another advocate, an organisation, IPSEA, SENDIASS). A gracious decline is better than silence.

Managing capacity

Do not take on more cases than you can serve well. When you are at or approaching capacity:

  • Update your availability status to "Not currently accepting"
  • Decline new requests promptly so families can look elsewhere
  • Set a realistic timeline for when you expect to have capacity again

Overcommitting leads to poor outcomes for families and is one of the most common causes of poor reviews.

Tip

When you accept a support request, send an initial message within 24 hours introducing yourself and confirming what you understand about their situation. Even a brief "I've read your request and I'd like to start by understanding a bit more about where you are in the EHCP process" sets a professional tone and reassures the family that they are now being supported.

What to do next

  1. 1

    Review your current requests

    Check your Requests tab and respond to any pending requests.

  2. 2

    Read about accessing a family's Vault

    The next article explains what you can see and do once a family grants you Vault access.

Next in this section

Accessing a family's Vault

What you can see and do when a family grants you Vault access, how to navigate their evidence, timeline, and EHCP case as an advocate.

Open the app

Try this in SENVault

Find an advocate, grant vault access, and manage support requests.

Open SENVault