Once a client has contacted a consultant interpreter (CI) with an inquiry, the consultant interpreter carries out a needs analysis:
On the basis of this information, the CI consults with the client on the best possible way of meeting the needs of the event. The client can then request a quotation from the CI, who will put together a potential team by placing options with colleagues who are suitable for the assignment and available on the date in question. The CI then submits a quotation that meets the client's requirements which the client can consider and/or negotiate with the CI. Further arrangements or alterations can be made as required. If the client decides to place the project with the CI, the CI confirms the assignment to the team members. The CI will approach the client for suitable preparation and study material for the team and coordinate the team's pre-assignment preparation. The CI maintains contact with the client for any further organisational and planning details and, in most cases, serves as liaison to the client during the conference.