Trevor Romano

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

Vertical

legal intake

Scores

Intent 74 ; Opp 81 ; Eng 76

Consent

Consent granted

Revenue impact

$2,235 attributed

Activity timeline3 of 32 events

Filter events

All Business Audit AI and review Workflow Revenue

Book Appointment
May 29, 8:09 PM
Recommendation: Customer signaled appointment intent.
Advice boundary review required
May 29, 8:09 PM
Risk flag: Adds caution to outreach decisions
Repeated no response
May 29, 8:09 PM
Risk flag: Lowers engagement and slows outreach cadence

Trevor Romano

legal intake

Prefers human

sms

Consent granted

voice

Consent granted

Recent signals

Consultation request
Website intake
Referral received

Active opportunity

Initial consultation

Last action

Generated by simulation (145d ago)

Advice boundary review required

IntelligenceFull profile

Intent74

Opportunity81

Engagement76

High priority

Appointment Intent

Workflow runs

Appointment booking follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Recovered

$2,235

The workflow scheduled an appointment that advances revenue.

72%

Opportunities

Initial consultation

Trevor Romano

$4,469

Intent score84

Legal Intake desk143d ago

Appointment Set