Priya Romano

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

Vertical

legal intake

Scores

Intent 62 ; Opp 81 ; Eng 58

Consent

Consent granted

Revenue impact

$3,709 attributed

Activity timeline1 of 31 events

Filter events

All Business Audit AI and review Workflow Revenue

Appointment booking follow-up
Jun 1, 1:31 AM
Workflow run: Outcome: completed (3 executed, 0 blocked)

Priya Romano

legal intake

Prefers human

sms

Consent granted

voice

Consent granted

Recent signals

Consultation request
Website intake

Active opportunity

Case retainer

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent62

Opportunity81

Engagement58

High priority

Appointment Intent

Workflow runs

Appointment booking follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Recovered

$3,709

The workflow scheduled an appointment that advances revenue.

72%

Opportunities

Case retainer

Priya Romano

$7,418

Intent score58

Legal Intake desk143d ago

Appointment Set