Hannah Marsh

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

Vertical

legal intake

Scores

Intent 41 ; Opp 70 ; Eng 60

Consent

Needs review

Revenue impact

$467 attributed

Activity timeline1 of 24 events

Filter events

All Business Audit AI and review Workflow Revenue

Standard follow-up workflow
Jun 1, 1:31 AM
Workflow run: Outcome: partially completed (1 executed, 1 blocked)

Hannah Marsh

legal intake

Prefers human

sms

Consent unknown

voice

Consent unknown

Recent signals

Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent41

Opportunity70

Engagement60

Medium priority

Engaged

Workflow runs

Standard follow-up workflow

1 executed, 1 blocked

Partially completed

Revenue impactFull story

Attribution

Prevented loss

$467

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

55%

Opportunities

Initial consultation

Hannah Marsh

$1,555

Intent score58

Legal Intake desk145d ago

Contact Attempted