
Intermedia —
UCaaS, CCaaS & Compliance-First Communications
Intermedia delivers a unified platform for phone, video, chat, contact center, file management, and archiving — one flat per-user rate, free device per license, no required contracts. Financially-backed 99.999% uptime SLA. Deep vertical specialization in healthcare (7 EHR integrations), financial services (FINRA/SEC/NASD), legal (Clio/AbacusNext billable time), and K-12/higher education (TIPS-USA/NY OGS cooperative purchasing). Fibi sources and negotiates Intermedia on your behalf — at no cost to you.
Portfolio
Intermedia Platform Services
One platform for UCaaS, CCaaS, archiving, Teams integration, healthcare workflows, legal billing, and file management — with vertical-specific compliance built in.
Intermedia Unite — UCaaS · 90+ Features · Free Device · 99.999% SLA
Complete cloud unified communications: phone, video conferencing, chat, SMS, file sharing, file backup, and screen sharing — one flat per-user monthly rate with no hardware to buy, manage, or replace. 90+ enterprise calling features including call queues, auto attendants, call recording, and voicemail transcription. Mobile app delivers the full system from any device. Financially-backed 99.999% uptime SLA. Free desk phone or headset included with each license. Up to 50% savings versus traditional phone services.
Intermedia Contact Center — Omnichannel CCaaS · Dynamic Notifications
Omnichannel CCaaS add-on to Unite — voice, chat, SMS, and email queues with intelligent routing, self-service IVR, real-time dashboards, and QA features. Low or no implementation fees. Dynamic Notifications enables outbound voice, SMS, and email campaigns for appointment reminders, bill payment prompts, service alerts, and marketing — from the same platform as inbound contact center operations.
Unite Archiving — Legal Hold · ECPA · SOX · FINRA · ABA Compliance
Intelligent archiving captures and retains conversations across chat, SMS, voice, and email — fully searchable and retrievable for compliance review, audit, or litigation. Legal hold feature preserves specific records and prevents deletion during active legal proceedings or regulatory investigation. Supports ECPA, SOX, ABA, RPC, FINRA, and SEC recordkeeping requirements.
Communications Within Microsoft Teams — Fallback via Mobile App
Embeds Unite phone, SMS, and advanced calling directly inside the Teams interface — one-app experience without switching applications. Independent voice infrastructure means if Teams experiences an outage, the Intermedia UC mobile app automatically serves as fallback for business calls. Available without additional Microsoft Calling Plan licenses. Supports TIPS-USA and NY OGS cooperative purchasing for education.
Healthcare Suite — Patient Assist · Patient Notify · Patient Engage · 7 EHR Integrations
Patient Assist auto-pops patient records from EHR by Caller ID before the call is answered. Patient Notify sends automated appointment, billing, and prescription reminders via outbound voice, SMS, or email. Patient Engage provides self-service IVR for appointment management, bill payment, and prescription refills. Integrates with Epic, Cerner, MEDITECH, Allscripts, Athenahealth, eClinicalWorks, and NextGen Healthcare. HIPAA compliant with BAA.
Legal Suite — Billable Time Capture · Clio · AbacusNext · Legal Hold
Auto-populates billable time in Clio and AbacusNext billing platforms from call records — eliminating manual time entry for client calls. Unite Archiving legal hold preserves attorney-client communications for litigation. Mobile app protects personal mobile numbers from client visibility. Combined with SOC 2 compliance for client confidentiality requirements.
SIP Trunking — High Availability · Premises PBX Support
High-availability SIP trunking for organizations with existing premises-based PBX systems — replacing legacy ISDN PRI or analog trunks with SIP without replacing the full phone system. Available standalone or alongside Unite for hybrid deployments where some sites run cloud UCaaS and others retain existing PBX infrastructure.
SecuriSync — Secure Cloud File Management · Anti-Malware · Antivirus
Secure cloud-based file management with built-in anti-malware and antivirus scanning — included as part of the Unite platform. Centralized file storage with backup, version control, and secure sharing across teams. Reduces reliance on consumer file sharing tools (Dropbox, Google Drive) with a compliance-grade alternative managed within the same Intermedia administrative environment.
AI-Powered Collaboration — Content Creation · Data Insights
AI capabilities across the Unite platform for collaboration, content creation, and data insights — surfacing patterns from communications data, assisting with meeting summaries, and enabling productivity use cases alongside the core UCaaS and CCaaS stack. Part of Intermedia's ongoing platform investment in AI-native business communications.
Security — SOC 2 · SSAE 16 Type II · Seven Pillars Framework
SOC 2 and SSAE 16 Type II independently audited. Seven-pillar security framework: encryption and access control, automated backups, endpoint protection, identity protection, infrastructure security, privacy and data control, and security management — covering the full compliance stack for healthcare, financial services, legal, and education customers.
Industry Fit
Vertical-Specific Capabilities
Intermedia is purpose-built for four verticals where communications compliance and workflow integration are operational requirements, not optional add-ons.
Healthcare
- Epic, Cerner, MEDITECH, Allscripts, Athenahealth, eClinicalWorks, NextGen EHR integration
- Patient Assist — auto-pop charts by Caller ID
- Patient Notify — automated appointment/bill/prescription reminders
- Patient Engage — self-service IVR
- HIPAA BAA available
Financial Services
- FINRA, SEC, NASD, SOX archiving and compliance
- PCI-DSS compliant platform
- Unite Archiving with legal hold for broker-dealer records
- SOC 2 Type II for third-party risk management
- GDPR for cross-border operations
Legal
- Clio and AbacusNext billing integration — auto-populate billable time
- Unite Archiving legal hold for matter-specific preservation
- ABA and RPC compliance for attorney communications
- Mobile number privacy — clients see firm number only
- Client confidentiality via SOC 2 infrastructure
K-12 & Higher Education
- Microsoft Teams deep integration for existing M365 campuses
- TIPS-USA and NY OGS cooperative purchasing — no separate RFP
- Unite Archiving for school communications compliance
- Emergency calling (Kari's Law, Ray Baum's Act)
- Mobile app for staff working across multiple buildings
Ideal For
Who Intermedia Serves Best
Healthcare, Veterinary & Life Sciences
Medical practices, hospital systems, specialty clinics, and veterinary care organizations that need HIPAA-compliant communications with direct EHR workflow integration — Patient Assist, Notify, and Engage reduce front desk workload while keeping communications within the compliance boundary. Single platform for all staff communications with BAA.
Financial Services & Legal
Credit unions, banks, broker-dealers, and registered investment advisors needing FINRA/SEC/NASD-compliant archiving with legal hold. Law firms needing automatic billable time capture from calls via Clio and AbacusNext, ABA/RPC-compliant communications archiving, and client number privacy for mobile staff.
Education, Automotive & Retail SMB
K-12 school districts and higher education institutions procuring through TIPS-USA or NY OGS cooperative purchasing. Automotive dealerships using Dynamic Notifications for service scheduling and follow-up. Retail and SMB organizations consolidating phone, video, chat, and contact center into one platform with no required long-term contracts.
Compliance
Regulatory Framework Coverage
SOC 2 and SSAE 16 Type II audited. Compliance coverage across healthcare, financial services, legal, and education regulatory frameworks.
HIPAA-compliant platform with Business Associate Agreement (BAA) support. Patient Assist, Patient Notify, and Patient Engage operate within the HIPAA-compliant environment. Covers voice, SMS, chat, and file sharing for healthcare organizations.
Unite Archiving meets FINRA Rule 4511, SEC Rule 17a-4, and NASD recordkeeping requirements for broker-dealers and registered investment advisors — searchable, retrievable, and tamper-evident communication records with legal hold.
Independently audited SOC 2 Type II and SSAE 16 Type II certifications — providing third-party assurance over security, availability, and confidentiality trust service criteria across the full Intermedia platform.
PCI-DSS compliant infrastructure for organizations processing payment card data over phone or contact center channels. Supports call recording with PCI pause/resume to protect cardholder data during payment capture.
GDPR-compliant data processing for EU customers and US organizations with European operations. Data Processing Agreement (DPA) support and privacy-by-design architecture for communications data handling.
Sarbanes-Oxley (SOX) financial communications compliance, Electronic Communications Privacy Act (ECPA), American Bar Association (ABA), and Rules of Professional Conduct (RPC) — supporting financial services and legal industry archiving requirements.
Why Use Fibi
Intermedia Direct vs. Intermedia Through Fibi
Your contract is with Intermedia either way. The difference is the advisory, platform comparison, and independent support layer around it.
| Aspect | Intermedia Direct | Intermedia Through Fibi |
|---|---|---|
| Pricing | Standard list rates | Volume-negotiated — equal or better |
| Platform comparison | Intermedia portfolio only | Intermedia vs RingCentral, 8x8, Zoom, Nextiva, GoTo side by side |
| Quote turnaround | 3–10 business days | 24–48 hours across all relevant platforms |
| Contract support | Intermedia account executive | Independent advisor representing you |
| Vertical fit analysis | Intermedia healthcare/legal focus | Cross-vendor compliance stack comparison included |
| Post-go-live support | Intermedia 24/7 support | Fibi escalation + Intermedia 24/7 support |
| Advisory fee | N/A | $0 — carrier-funded |
| Hardware | Free device included per license | Same — free device per license confirmed |
Fit Guide
Is This the Right Provider for You?
Best For
- Mid-market to large enterprises replacing on-premise ACD or siloed contact center infrastructure
- Blended contact centers handling both inbound customer service and outbound sales or collections
- Customer experience teams managing voice, chat, SMS, email, and social from a single desktop
- Healthcare contact centers requiring HIPAA-compliant call handling and EHR system integration
May Not Be Ideal If
- Businesses without dedicated customer service or contact center agents handling inbound/outbound contacts
- Very small teams (under 5 agents) with simple phone answering needs that don't require routing logic
- Organizations currently locked into on-premise ACD contracts with no near-term flexibility to transition
FAQ
Common Questions About Intermedia
Ready to Explore Intermedia for Your Business?
Fibi will run a free side-by-side comparison of Intermedia against RingCentral, 8x8, Zoom, Nextiva, and GoTo for your specific requirements — vertical compliance fit, EHR integration, archiving, Teams integration, or contact center capabilities. No obligation, no sales pressure.
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Fibi is an independent technology advisor comparing 300+ providers. We recommend what fits your business — not what pays us more.