There are generally two possible contact/outreach moments when it comes to CL these days.
The first is from Disney Signature Services, or DSS. DSS is a centralized planning/concierge service that took the place of the old Itinerary Planning Office (IPO) setup several years ago. Unlike the IPOs, DSS is not physically at a resort and they aren’t all that connected to actual resort/CL operations (one of the downsides of the centralized setup). The IPOs used to e-mail a trip form, which may be what you are thinking of - but they don’t do that any more. Like with anywhere some DSS are more helpful/knowledgable than others when it comes to any specific resort or CL questions. Otherwise they are billed as a personalized planning-oriented type service.
The DSS outreach typically occurs in the days following booking. BUT, reports are inconsistent - some never get this call for reasons only the mouse knows. However you don’t need to wait for them, you can call (407-939-7777) or e-mail them (
disney.signature.services@disneyworld.com). They are open 9am-5pm 7 days a week. DSS isn’t a gold-plated concierge so they can’t move mountains, but never hurts to ask if you have a planning need or question.
The second contact/outreach comes from a CM at the actual resort/CL in the few days leading up to your check-in. This is generally a courtesy call to confirm your arrival details, ask about any allergies, and general pleasantries. Not all CLs make this call though. I’ve received it from YC and CR in recent months, but not Poly and GF, just for context. YMMV. The phone numbers they may give you for this direct outreach generally aren’t posted publicly.
Sorry if you already know all of that, but hope it helps. The term CL contact/outreach gets thrown around a lot on the thread but the details of where it’s coming from and when you may hear from them matters.