Client intake services for transportation & logistics

AssistBPO's client intake services for transportation and logistics companies turn a new shipper or a new carrier into a complete, verified file before the first load moves. For shippers: a credit application, facility list, commodity and equipment requirements, accessorial expectations, insurance requirements, billing contacts and how they want tracking updates.

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This page Transportation & logistics Client intake services for small business

How does client intake work for logistics?

For carriers onboarding with a brokerage: MC and DOT numbers, authority status checked on FMCSA SAFER, W-9, certificate of insurance with the coverage your contract requires, the signed broker-carrier agreement, factoring notice of assignment and payment preferences. Your intake specialist runs the script the same way every time, chases missing items until the file is complete, sets the account up in your TMS and CRM, and hands it to sales or carrier relations with a checklist showing what was verified. Incomplete files never reach dispatch. Intake is where freight relationships either start clean or start with a dispute.

What tasks does client intake cover for transportation and logistics companies?

  • Shipper intake: credit application, facilities, commodities, equipment and accessorial rules
  • Carrier intake: MC and DOT numbers, W-9, agreement and certificate of insurance
  • Authority and safety rating checked on FMCSA SAFER before approval
  • Insurance coverage compared with your contract minimums and expiry dates logged
  • Factoring notices of assignment recorded against the carrier
  • Accounts created in the TMS and CRM with billing and tracking contacts
  • Missing documents chased on a schedule until the file is complete
  • Handoff checklist to sales, carrier relations or dispatch

The KPI that matters here

Hours from first contact to a complete, verified file, plus the share of files that reach dispatch with nothing missing. A carrier packet finished in an afternoon covers today's load.

What rules does client intake follow for logistics?

  1. FMCSA hours-of-service and ELD rules. Assistants never edit or annotate ELD logs and never ask a driver to run beyond the limits in 49 CFR Part 395. Check calls respect the driver's duty status, and TransportBPO dispatchers plan around available hours.
  2. TCPA for shipper and driver calls. Outbound prospecting calls and driver texts go out with lawful consent and do-not-call scrubbing under the FCC's TCPA rules, and recorded lines carry a notice in two-party consent states.
  3. Broker records and confidentiality. Rate confirmations, margins and the transaction records brokers must keep under 49 CFR 371.3 stay inside your TMS. Assistants work in your systems under your permissions, and Clearinghouse queries stay with your designated employer representative.

Logistics software we work in

Also in use

  • Samsara
  • Motive
  • McLeod
  • DAT One

See all 80 tools we work in

More for transportation and logistics companies

Other services for logistics

Client intake in other industries

Frequently asked questions

What do you verify before a carrier is marked ready?

Active operating authority and safety rating on FMCSA SAFER, that the MC and DOT numbers on the paperwork match the registration, that the certificate of insurance shows auto liability and cargo at or above your contract minimums with your company as certificate holder, that the W-9 name matches the payee, and that the broker-carrier agreement is signed. Anything short is chased, and the file is not released until it is complete.

How does shipper intake differ from carrier intake?

Shipper intake is about how to serve and how to get paid: facilities and their hours, appointment rules, commodities and equipment, accessorial expectations, tracking update preferences, billing contacts and the credit application your finance team requires. The specialist collects it in one call and one form, sets the account up in your TMS and CRM, and writes the operating notes dispatch will read on every load.

Can intake happen outside our business hours?

Yes. Carriers often complete packets in the evening after a delivery, and shippers in other time zones call when your office is closed. Intake can run on an extended shift, and an after-hours desk can start a file and hand it to the intake specialist in the morning. Either way, the same script and the same verification steps apply. Nothing is marked ready until the daytime specialist has verified it.

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