What your team reviews
Review the investor context, similar questions, public sources and draft, then approve a private reply, public answer or both.
Clarient workflow
Answer investor questions without rebuilding the same response each time.
Keep questions together, start from public company information, review the response and choose whether the answer stays private or becomes useful to more investors. For teams answering repeated questions across supported inbox, Investor Centre and manually recorded conversation notes.
Investor questionNew · privateEmail · Today, 9:14 am
Can you confirm the expected timing for the East Menzies drilling results?
Alex Kim · InvestorSupported intakeRelationship found
Question received through the supported public form. The relationship record and earlier question remain private.
- Original questionSupported email intake · private
- Earlier related questionRelationship context · private
What starts the work
A question from a supported intake or a note entered by your team after a conversation.
Review the investor context, similar questions, public sources and draft, then approve a private reply, public answer or both.
Clarient keepsThe question, sources, edits, decision, destination and follow-up activity.
Complete workflow
From a question from a supported intake or a note entered by your team after a conversation. to a recorded result.
The complete path remains readable without interaction. On larger screens, choose a step to focus the product scene. On phone widths, every step appears in normal document order.
Focused stepBring the supported question or team-entered note into the queue.
Investor questionNew · privateEmail · Today, 9:14 am
Can you confirm the expected timing for the East Menzies drilling results?
Alex Kim · InvestorSupported intakeRelationship found
Question received through the supported public form. The relationship record and earlier question remain private.
- Original questionSupported email intake · private
- Earlier related questionRelationship context · private
Step 1 of 7Bring the supported question or team-entered note into the queue.
- 01
Bring the supported question or team-entered note into the queue.
The source, decision and next state remain visible as the work moves forward.
- 02
Review the appropriate investor and relationship context.
The source, decision and next state remain visible as the work moves forward.
- 03
Keep similar questions and earlier answers together.
The source, decision and next state remain visible as the work moves forward.
- 04
Bring forward relevant released company information.
The source, decision and next state remain visible as the work moves forward.
- 05
Edit the draft and obtain the right company approval.
The source, decision and next state remain visible as the work moves forward.
- 06
Send privately, publish publicly or deliberately do both.
The source, decision and next state remain visible as the work moves forward.
- 07
Keep the question, answer and action on the record.
An approved answer with its public sources, audience decision and activity kept together.
Investor questionAwaiting approvalEmail · Today, 9:14 am
Can you confirm the expected timing for the East Menzies drilling results?
Alex Kim · InvestorPrepared answer2 public sources
The company is continuing the Phase 2 drilling program. Results are expected progressively through the September 2026 quarter.
- Quarterly Activities ReportReleased 2 July 2026 · page 4
- Drill Program UpdateReleased 15 May 2026 · page 2
What remains on the record
An approved answer with its public sources, audience decision and activity kept together.
The question, sources, edits, decision, destination and follow-up activity.
- The source and starting context
- The company decision and intended destination
- The completed action and next follow-up
Company control
The workflow stays useful because its boundaries stay visible.
The page separates what Clarient can prepare, what the company must decide, what stays private and what depends on a ready connection.
What can remain private
Private investor, holder, contact, meeting and company-working information does not become a public answer source.
What requires a connection
Email, calendar, registry or another provider-dependent action remains available only when the relevant service is connected and ready.
Included in this workflow
Enough detail to evaluate the job, without repeating the full feature matrix.
The detailed capability and plan comparison remains on What Clarient helps you do.
Open the capability reference- Supported question intake
- Similar-question context
- Public-source drafting
- Company review and approval
- Private and public destination
- Question activity record
See the investor questions workflow with your company information.
Bring a question your team has answered more than once.