Log an answered call
Live call console · read the script on the left, type the answers on the right · one step creates the intake, the Clio Grow lead and the Slack post
Do not enter Social Security, bank, card or account numbers or passwords.
URGENT: flagged for a same-day callback
Call script
Hard rules (always)
Call logged
- Intake
- Clio Grow
- Slack
Script v2 · Script v2: all additions and the Spanish translations approved by Bob Amirian (reported by Jordan Sakni, 2026-10-21). 2026-10-31: the company question on the Investor Rights line was reworded at Jordan Sakni's direction; the new English and Spanish lines await Bob Amirian's sign off.