Jordan Mills

Customer intelligence record with a unified activity timeline served from the database.

Vertical

legal intake

Scores

Intent 37 ; Opp 81 ; Eng 48

Consent

Needs review

Revenue impact

$1,750 attributed

Activity timeline2 of 29 events

Filter events

All Business Audit AI and review Workflow Revenue

Book Appointment
May 30, 10:00 AM
Recommendation: Customer signaled appointment intent.
Advice boundary review required
May 30, 10:00 AM
Risk flag: Adds caution to outreach decisions

Jordan Mills

legal intake

Prefers email

sms

Consent unknown

Consent granted

voice

Consent unknown

Recent signals

Legal intake consultation request

Active opportunity

Initial consultation booking

Last action

Created human intake task (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent37

Opportunity81

Engagement48

Medium priority

Appointment Intent

Workflow runs

Appointment booking follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Recovered

$1,750

The workflow scheduled an appointment that advances revenue.

72%

Opportunities

Initial consultation booking

Jordan Mills

$3,500

Intent score71

Intake specialist143d ago

Appointment Set