Translation Intake
Call intake for translation services
A practical intake guide for translation and interpreting firms that captures language, format, deadline, and confidentiality needs before specialist review.
Clarify the service requested
Ask whether the caller needs written translation, live interpreting, document review, or another service. Capture the source and target languages, general document type, delivery format, and deadline.
Handle sensitive material carefully
Do not request unnecessary document contents over an intake call. Note whether the material appears confidential and route it through the firm's approved secure process rather than asking for credentials or private records.
Confirm the review step
Repeat the language pair, service type, estimated volume if volunteered, deadline, and callback method. Explain that the firm will confirm scope, availability, and any questions after specialist review.
A practical close
Before ending the call, read back the key details, the requested next step, and the callback method. Keep the record factual and route exceptions to the business owner who can make the decision.
Frequently asked questions
What should the first call accomplish?
It should identify the caller's purpose, capture only the details needed for routing, and leave one clear next step with an accountable owner.
Should the intake call give expert advice?
No. Intake should organize information and explain the next step. Advice, eligibility, diagnosis, terms, or exceptions belong with the qualified business team.