I’ve had this request a few times & have clients who have been comfortable speaking with prospective clients. This assumes I feel I can help the person from my consultation with them, & that it would be a good fit.
I don’t share any PHI & the client can choose if they want the person to call them (so their contact # is shared), or if they want to call the prospective client.
I don’t share any PHI & the client can choose if they want the person to call them (so their contact # is shared), or if they want to call the prospective client.