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.
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
Review your current requests
Check your Requests tab and respond to any pending requests.
- 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.
Related articles
What is an advocate
What SEND advocates do, the different types available through SEN Evidence Vault, and when working with an advocate can make a difference to your case.
Finding an advocate
How to search the SEN Evidence Vault advocate directory, what to look for in an advocate profile, and how to make initial contact.
Sending a support request
How to send a formal support request to an advocate through SEN Evidence Vault, what to include, and what happens next.
Open the app
Try this in SENVault
Find an advocate, grant vault access, and manage support requests.
Open SENVault