The intake call, and not one step further
A regulated Canadian immigration consultant holds a licence from the College of Immigration and Citizenship Consultants. In Quebec, a consultant who acts on Quebec immigration must also be recognized by the minister, and is then listed in the Quebec register of immigration consultants, which the public can search by name and by municipality. A consultant is not a lawyer, and callers rarely know the difference.
The College's Code of Professional Conduct draws a line that matters for your phone. An intake call is not a consultation; but once the information becomes personal, a document is assessed or the services that could be provided are described to the person, it is one, and it requires a consultation agreement signed with you. Your receptionist stays on the right side of that line.
She answers in short sentences, in English or French, often for someone calling from abroad or for a relative. She records the current status, the expiry date and the date on the letter received, exactly as read out, asks who represents the person right now and sends you a written intake. The assessment, the right program and the agreement stay with you.