Paloma Castillo

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

Vertical

legal intake

Scores

Intent 41 ; Opp 73 ; Eng 60

Consent

Consent granted

Revenue impact

$1,010 attributed

Activity timeline4 of 25 events

Filter events

All Business Audit AI and review Workflow Revenue

Website intake
May 29, 8:15 PM
Signal: Prospective client submitted a website intake form.
Initial consultation
May 29, 8:15 PM
Opportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:15 PM
Detected opportunity: A new lead entered the system (64% confidence)
Referral received
May 29, 7:15 PM
Signal: A partner referral opened and clicked the intake follow-up.

Paloma Castillo

legal intake

Prefers human

sms

Consent granted

voice

Consent granted

Recent signals

Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent41

Opportunity73

Engagement60

Medium priority

Engaged

Workflow runs

Standard follow-up workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Prevented loss

$1,010

Routing to a human reduced the risk of losing the opportunity.

55%

Opportunities

Initial consultation

Paloma Castillo

$3,368

Intent score58

Legal Intake desk145d ago

Contact Attempted